Senior Finance Analyst - Planning and Analysis

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

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

Job Description:

This job is responsible for supporting technology initiative financial management activities, including project setup, allocations, reporting, software capitalization assessments, and process improvement efforts for a portfolio that supports technology investments across the enterprise. Key responsibilities include partnering with Technology project managers and Business Finance Officers, supporting quarterly software capitalization reviews, enhancing reporting and automation capabilities, and contributing to enterprise process improvement initiatives. Job expectations include quickly learning the initiative finance ecosystem, demonstrating strong ownership and problem-solving skills, collaborating effectively with stakeholders, and helping drive process efficiencies while working independently and as part of a team.

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
• Support the project portfolios for assigned Tech teams including set-up, rate and funding updates, portfolio targets, allocations, and reporting
• Develop understanding of TPAS (financial system of record for technology initiatives) and related routines
• Develop understanding of quarterly software capitalization process. Support user training. Coordinate quarterly software capitalization assessment and review for assigned portfolios.  Lead program review meetings with multiple stakeholders.
• Leverage data query tools (PowerQuery/TOAD) to perform research and analysis

Required Qualifications:

• 2-5 years in Finance, Data, FP&A, or related industry experience
• Excel and PowerPoint skills
• Ability to quickly learn complex processes and tools with a process improvement mindset
• Well organized with strong attention to detail and effective time management skills
• Effective communications skills
• Ability to build working relationships and collaborate with teammates

Desired Skills and Qualifications:

• Bachelor’s degree in finance, Accounting, and/or Data/Computer Science
• SAP / eLedger / EPM understanding/experience
• Exposure to Alteryx or other data management and automation tools (e.g., Power Query, Tableau, SQL, etc.)
• Experience supporting process improvement, operations, or project management roles

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