Senior Financial Analyst - Global Technology Finance - FP&A Team Lead

Full-time

Charlotte, NC

About the position

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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 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 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.
• 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.
• Serve as the Centralized Consolidations Team Lead for Central FP&A function within Technology and Operations Finance.
• Facilitate and oversee core processes including Enterprise Stress Testing & Resolution and Recovery Planning, quarterly and monthly reporting and forecast (including Forecast Connect).
• Business partnering with finance and non-finance teammates such as GT Leadership, Forecasting Reporting and Analytics (FRAC) partners, Business Finance Officers (BFO), Enterprise Scenario Planning & Execution (ESPE), Corporate Planning and GT COO.
• Day to Day management of 2 teammates, inclusive of a Senior Financial Analyst and the FMAP role.

Requirements

• 2-5 years in Finance or related industry experience.
• Proficient in Microsoft Office products with emphasis on strong Excel (macros, pivot tables, look-ups, and filtering) and PowerPoint.
• Self-starter able to work in a fast-paced environment.
• Strong financial reporting background.
• Well organized and strong attention to detail.
• Seeks to build relationships and collaborate with teammates.
• Strategic thinker with the ability to understand complex business challenges and potential solutions.
• Strong organization skills and ability to manage/sequence multiple deliverables.
• Strong written and oral communications skills.
• Possess intellectual curiosity and the desire to learn and improve our influence as a support partner.

Nice-to-haves

• Bachelor's degree in Finance or Accounting.
• SAP / eLedger / Essbase FP&A (Financial planning & analysis) experience.