Senior Finance Analyst- GWIM Global Expense Analytics & Reporting

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 serving as a finance partner to specified Lines of Business (LOBs) and providing financial analysis and guidance to support key decisions and initiatives. Key responsibilities include performing forecasting, profitability analysis, expense efficiency, pricing, financial reporting, and generating value creation ideas and new investment business cases. Job expectations include preparing insights to guide management's decision making and evaluating financial performance versus plans, forecasts, and prior periods.

Responsibilities:

• Evaluates Lines of Business (LOB) financial performances (specifically Private Bank) and assists with decision making by synthesizing key trends, assessing current and future business risks, and preparing, analyzing, and reporting on financial results and key metrics.
• Develops financial management reports, presentations, and ad hoc analyses for LOBs and/or finance partners .
• Creates forecasts and budgets by comparing current performance against plan, prior periods, prior forecasts, and budgets and evaluating current and future performance trajectory.
• Conduct financial analysis for LOBs, assessing current performance against budgets and forecasts to inform decision-making.
• Supports reporting and analysis for key constituents and management, which may include Board of Directors, Investor Relations, and/or various regulatory agencies.
• Collaborates with teams across the Finance division to ensure integrity of the financials, sound controls, and efficient and effective procedures. 
• Supports new and ongoing projects and strategic initiatives by creating processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities.

Required Qualifications:

• Minimum of 2 years of experience in financial planning, analysis, or reporting,
• Proficiency in Advanced Excel (data modeling, analysis, and manipulation).
• Strong understanding of accounting principles and financial acumen, with experience in forecasting and accrual processes.
• Ability to communicate complex financial data effectively, with strong organizational, presentation, and leadership skills.

Desired Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field.
• Experience with Essbase, SAP/eLedger, and Tableau.
• Familiarity with ForecastConnect, GEP, Power Query, or Alteryx.
• Proven ability to solve complex business problems, leveraging financial data and insights.
• Experience in financial statement analysis and reporting.

Skills:

• Attention to Detail
• Business Process Analysis
• Collaboration
• Data Quality Management
• Reporting
• Data Visualization
• Financial Analysis
• Financial Forecasting and Modeling
• Financial Processing
• Prioritization
• Analytical Thinking
• Business Acumen
• Business Case Analysis
• Critical Thinking
• Decision Making

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - NY - New York - 1100 Ave Of The Americas - Two Bryant Park (NY1540)

Pay and benefits information

Pay range

$86,600.00 - $124,500.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.