Senior Finance Analyst - Planning and Analysis (Corporate Planning team)

Bank of America; Charlotte (NC); On-site; USD 60,000 - 100,000; Full time

Job summary

Join a dynamic corporate planning team as a Senior Finance Analyst, where you will play a pivotal role in financial forecasting and analysis. This position offers the opportunity to work closely with various teams, driving strategic initiatives and improving financial processes. You will develop dashboards and reports that influence key decisions, ensuring the integrity of financial data. If you are detail-oriented, proactive, and eager to contribute to a culture of responsible growth, this role is perfect for you. An established industry player offers a supportive environment for your professional growth and success.

Qualifications

• Proficient in financial analysis and reporting with a focus on forecasting.
• Detail-oriented with strong problem-solving skills and analytical thinking.

Responsibilities

• Perform forecasting and profitability analysis while maintaining operational excellence.
• Develop financial dashboards and reports, collaborating with finance teams.

Skills

Analytical Thinking

Attention to Detail

Financial Accounting

Financial Processing

Consulting

Critical Thinking

Financial Forecasting and Modeling

Reporting

Scenario Planning and Analysis

Business Acumen

Business Analytics

Influence

Prioritization

Problem Solving

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Job description

Senior Finance Analyst - Planning and Analysis (Corporate Planning team) page is loaded

Senior Finance Analyst - Planning and Analysis (Corporate Planning team)

Apply locations Charlotte time type Full time posted on Posted 7 Days Ago job requisition id 25018548

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Profile Summary:

This job is responsible for more complex financial activities involving consolidation of the Bank corporate forecast and plan, preparing materials for quarter-end/investor relations as well as Board reporting. Key responsibilities include performing forecasting, profitability analysis, financial reporting, and trend analysis using advanced modeling /software skills and assisting with ad hoc requests. Job expectations include working with key planning and analysis partners on projects, research, and evaluations of financial performance while maintaining Operational Excellence and a controls discipline.

Additional Information:

The Senior Analyst role within the Corporate Planning team is an enterprise-level role which provides an opportunity to work in a dynamic environment and gain understanding of linkages between strategic decisions and financial performance of the company. In addition to routine deliverables, ad hoc analyses and presentations, the role involves collaboration with business partners and provides exposure to different parts of the organization and leaders in the CFO group. Additional focus area for this role will be supporting the All Other segment including analysis of the revenue and expense impacts within that Segment.

Responsibilities:

• Reviews, challenges, and reports on forecast and plan by comparing current performance against plan, prior periods and prior forecasts, and evaluating current and future performance trajectory
• Compiles financial information from a Line of Business (LOB) and consolidated perspective for presentation to stakeholders
• Develops financial management dashboards, reports, presentations, ad hoc analysis, and research using Microsoft Office Suite and Emerging Technology tools
• Collaborates with teams across the Finance division to ensure integrity of the financials, sound controls, and efficient and effective procedures with limited oversight
• Supports new and ongoing projects and strategic initiatives by helping to create new processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities
• Exhibits strong attention to detail and applies analytical thinking and problem solving to deliverables while collaborating with key stakeholders and partners

Additional Responsibilities:

• Consolidation of the All Other segment, understanding key drivers of both revenue and expense
• Contribute to forecast analyses and reporting activities in Corporate Planning
• Perform ad hoc forecast-related analyses
• Contributed to Board- and senior management presentations
• Partner with teams across the CFO group
• Identify opportunities for simplifying and improving processes within Corporate Planning and across the CFO group and drive their execution

Required Qualifications:

• Proficient in Microsoft Office suite of products with emphasis on strong Excel
• Detail-oriented and result-driven
• Proactive with ability to manage multiple assignments simultaneously and with little supervision
• Ability to work well in a team-oriented environment

Desired Qualifications:

• Bachelor’s degree
• 2 years of experience in the financial industry with emphasis on financial analysis
• Desire to improve and simplify processes with knowledge of emerging technology
• Focused on Controls and Governance routines, with an emphasis on SAFER
• Eager to understand and gain experience in top of house forecast routines
• An interest in improving skill set associated with executive level management reporting

Skills:

• Analytical Thinking
• Attention to Detail
• Financial Accounting
• Financial Processing
• Consulting
• Critical Thinking
• Financial Forecasting and Modeling
• Reporting
• Scenario Planning and Analysis
• Business Acumen
• Business Analytics
• Influence
• Prioritization
• Problem Solving

Shift:

1st shift (United States of America)

Hours Per Week:

40

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Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.

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