Strategic Initiatives Lead: Planning & Analytics

Bank of America; Chicago (IL); Presencial; USD 78.000 - 113.000; Jornada completa

Descripción de la vacante

Bank of America in Chicago, IL is seeking a results‑driven Portfolio Planning Analyst to support the strategic initiative lifecycle. You will coordinate demand, funding analyses, governance, and reporting across business and technology teams to enable informed decisions.

You will develop Power BI reports, Excel analyses, and SharePoint solutions, ensuring data quality and timely visibility for stakeholders and leadership. Strong Excel and communication skills are essential.

Formación

• 3 years of experience in a similar role.
• Demonstrated experience supporting or managing formal projects and/or relevant experience within Global Payments Solutions product or technology.
• Strong analytical and problem‑solving skills, with the ability to organize complex inputs and translate data into actionable information.
• Advanced proficiency with Microsoft Excel, including complex analysis, data transformation, reconciliation, and reporting.
• Experience developing reports, analytical tools, or workflow solutions that support business processes and decision‑making.
• Ability to assess an ill‑defined problem, identify required inputs and dependencies, and develop a structured path toward resolution.
• Ability to manage competing priorities, coordinate work across multiple stakeholder groups, and deliver against established deadlines.
• Strong written and verbal communication skills, including the ability to communicate effectively with stakeholders at different levels.
• Demonstrated attention to data quality, accuracy, controls, and process discipline.

Responsabilidades

• Support intake, validation, refinement, and ongoing management of strategic initiative demand.
• Support annual and in-year portfolio planning, prioritization, investment, and funding activities.
• Coordinate and track technology estimation activities, identify gaps and exceptions, and help drive initiatives toward planning readiness.
• Support managed backlog processes for unfunded and future-year demand, including visibility to estimation progress, developing costs, status, and planning readiness.
• Maintain high-quality planning data and support governance across planning systems and systems of record.
• Develop and maintain recurring operational, exception, control, and leadership reporting used to manage the planning lifecycle.
• Build and enhance Power BI reporting, data models, Excel-based analysis, and SharePoint solutions that improve planning visibility and stakeholder self‑service.
• Support administration and effective use of Jira, AgilePlan, SharePoint, and related planning and collaboration tools.
• Partner with Program Managers and Executives, Product Owners, Technology, Finance, and other stakeholders to collect inputs, resolve gaps, and move planning activities forward.
• Prepare data, analysis, and reporting that support governance, prioritization, funding, and other portfolio decisions, and help ensure approved decisions are reflected in applicable systems of record.
• Identify opportunities to simplify, standardize, and automate spreadsheet‑and‑email‑intensive processes.
• Develop and maintain procedures, job aids, process documentation, and stakeholder communications supporting consistent execution of planning activities.
• Effectively communicate priorities, risks, dependencies, deliverables, and support needs to managers, peers, and business partners.

Conocimientos

Advanced Excel

Analytical thinking

Communication skills

Herramientas

Power BI

SharePoint

Jira

AgilePlan

Descripción del empleo

Bank of America in Chicago, IL is seeking a results‑driven Portfolio Planning Analyst to support the strategic initiative lifecycle. You will coordinate demand, funding analyses, governance, and reporting across business and technology teams to enable informed decisions.

You will develop Power BI reports, Excel analyses, and SharePoint solutions, ensuring data quality and timely visibility for stakeholders and leadership. Strong Excel and communication skills are essential.