Senior Finance Analyst - Planning and Analysis (Global Technology Finance Process Improvement)

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 is core to how we drive Responsible Growth. This includes our commitment to being an 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.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

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

Job Summary:
This job is responsible for more complex financial activities involving the consolidation of the bank's month-end close, planning, forecasting and capital processes. Key responsibilities include performing forecasting, profitability analysis, financial reporting, and trend analysis using advanced modeling /software skills and assisting with ad hoc requests. Job expectations include working with key planning and analysis partners on small projects, research, and evaluations of financial performance while maintaining Operational Excellence and a controls discipline.

Line of Business Job Description:

We are seeking a strategic and results-driven Data and Process Improvement Lead to drive operational excellence across our Global Technology FP&A team. This role will be responsible for identifying inefficiencies, leading cross-functional process improvement initiatives, and implementing sustainable solutions that enhance productivity, reduce manual effort, and increase capacity. A strong candidate is someone with proven data/emerging technology experience (such as Alteryx, Power BI, Tableau, SQL, etc.) that can lead teammates through process improvement projects that help enable technology-driven strategies across the team.

Responsibilities:​

• Lead end-to-end process improvement projects focused on efficiency, time savings, and capacity creation

• Partner with stakeholders across the team to assess current workflows and identify opportunities for optimization

• Design and implement streamlined processes that are scalable, repeatable, and less reliant on manual inputs

• Champion the integration of data-driven decision-making into operational processes, leveraging automation and analytics where possible

• Facilitate workshops and working sessions to engage teams in continuous improvement efforts

• Develop and track key performance indicators (KPIs) to measure the impact of process changes

• Document and communicate process changes clearly to ensure adoption and sustainability

• 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

Required Qualifications:

• 2-5 years in Finance, Data or related industry experience

• Experience with data tools and automation platforms (e.g., Power BI, Tableau, Alteryx,  SQL, etc.)

• Proven experience in process improvement, operations, or project management roles

• Ability to analyze complex workflows and translate insights into actionable solutions

• Excellent communication and facilitation skills

• Comfortable working in a fast-paced, collaborative environment

• Proficient in Microsoft Office products with emphasis on strong Excel (macros, pivot tables, look-ups, and filtering) and PowerPoint

• Well organized and strong attention to detail

• Seeks to build relationships and collaborate with teammates

• Strong organization skills and ability to manage/sequence multiple deliverables

Desired Skills and Qualifications:

• Bachelor's degree in Finance, Accounting, and/or Data/Computer Science

• SAP / eLedger / Essbase

• FP&A (Financial planning & analysis) experience

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:

Hours Per Week: