Strategic Headcount & Financial Forecast Lead

Bank of America; Pennington (AL); On-site; USD 108,000 - 164,000; Full time

Job summary

Bank of America seeks a Financial & Headcount Forecasting Lead to provide an integrated view of headcount, capacity, workforce movement, and financial forecasts across Consumer Investments. You will partner with Finance, Workforce Management, Capacity Planning, Talent Acquisition, and leadership to translate complex information into clear insights and decisions.

You will drive process transformation, develop business cases, manage risk, and deliver governance and performance tracking.

Qualifications

• 3+ years of experience in workforce planning, financial forecasting, capacity planning, or related function.
• Ability to connect workforce, operational, and financial data to business priorities.
• Strong analytical judgment for evaluating data, testing assumptions, and comparing scenarios.
• Proven communication and influence across organizational levels to drive decisions.
• Learning agility to navigate ambiguity and learn new processes quickly.
• Cross-functional collaboration with Finance, Talent Acquisition, and business leaders.
• Advanced Excel and PowerPoint skills for complex analyses and executive presentations.

Responsibilities

• Own and maintain headcount, licensing, and workforce forecast models with accuracy.
• Lead forecast planning with Finance, Capacity Planning, Workforce Management, and leaders.
• Develop and coordinate dashboards and executive presentations on headcount and performance versus targets.
• Monitor forecast performance and adjust staffing and workforce plans as needed.
• Provide an integrated view of capacity, movement, and financial commitments.
• Lead stakeholder reviews and translate analysis into clear insights and actions.
• Deliver scenario analysis and governance across enterprise initiatives.
• Define workstream objectives, timelines, and deliverables for disciplined execution.
• Coordinate cross-functional efforts to ensure alignment across product, channel, and operations.
• Engage senior leaders to influence priorities and governance standards.

Skills

Forecasting

Workforce planning

Analytical thinking

Communication

Excel

PowerPoint

Strategic thinking

Influence

Cross-functional collaboration

Education

High School Diploma or equivalent

Tools

SQL

Alteryx

Python

Job description

Bank of America seeks a Financial & Headcount Forecasting Lead to provide an integrated view of headcount, capacity, workforce movement, and financial forecasts across Consumer Investments. You will partner with Finance, Workforce Management, Capacity Planning, Talent Acquisition, and leadership to translate complex information into clear insights and decisions.

You will drive process transformation, develop business cases, manage risk, and deliver governance and performance tracking.