Senior FP&A Analyst: Forecasting, Dashboards & Strategy

Bank of America; Pennington (AL); On-site; USD 90,000 - 129,000; Full time

Job summary

Bank of America is seeking a Finance professional to support the consolidation of month-end close, forecasting, and profitability analysis within the GWIM FP&A Finance team in the United States. You will contribute to financial reporting and strategic insights across the planning cycle.

The role emphasizes collaboration, data-driven decision making, and expanding automation of key reporting processes while maintaining strong controls and operational excellence.

Qualifications

• 4+ years of experience in FP&A, stress testing, financial analysis, or related roles.
• Bachelor’s Degree or equivalent work experience
• General Ledger / EPM / Essbase Proficiency
• Advanced Excel skills
• Experience or strong aptitude for Emerging technology including Tableau, Alteryx, Workiva, Picklinks, Power Query, Power Pivot, and/or AI/CoPilot
• Demonstrated success driving end-to-end process improvement with a strong OpEx focus
• Highly organized and proactive
• Strong communication skills – able to communicate concepts both verbally and in writing
• Detail-oriented with a control mindset
• Proven ability to work independently in a fast-paced environment with evolving priorities while delivering accurate results
• Excellent time management skills with the ability to meet critical deadlines
• Demonstrated ability to work cohesively within a team-oriented environment
• Self‑motivated with a consistent track record of high performance

Responsibilities

• Reviews, challenges, and reports on forecasts and budgets 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
• Review, analyze, and report consolidated quarterly forecast results, stress forecast results, and contingency options, preparing impactful presentations for senior stakeholders
• Work on high-visibility projects, applying analytical thinking and problem-solving skills while building relationships across the Finance organization

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 or equivalent work experience

Job description

Bank of America is seeking a Finance professional to support the consolidation of month-end close, forecasting, and profitability analysis within the GWIM FP&A Finance team in the United States. You will contribute to financial reporting and strategic insights across the planning cycle.

The role emphasizes collaboration, data-driven decision making, and expanding automation of key reporting processes while maintaining strong controls and operational excellence.