Senior Finance Analyst - Planning and Analysis (Private Bank Consolidations Support)

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 Profile 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.

The Private Bank works with clients to build a comprehensive financial strategy, providing proactive recommendations to grow and preserve wealth. The Private Bank Finance team is part of the broader Consumer / GWIM Finance team. The team’s primary focus is to support the business leaders by delivering all aspects of financial reporting, planning, and analytics. Our team acts as a trusted partner enabling better decisions through transparency and strategic insights.

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

Additional Responsibilities:

Produces monthly financial packages tailored for executive ‑ level reporting and routines for the Private Bank line of business

Key horizontal partner and liaison to the Private Bank BFO team and various horizontals across the organization including the Investments, Deposits and Lending Product areas

Required Qualifications:

2+ years of professional / demonstrated work experience within financial services industry

General Ledger / EPM / Essbase Proficiency

Advanced Excel skills

Highly organized and proactive

Strong communication skills – able to communicate concepts both verbally and in writing

Detail-oriented with a control mindset and strong critical thinking skills

Proven ability working independently in a fast-paced, results-driven environment with evolving priorities

Excellent time management skills with the ability to meet critical deadlines

Demonstrated ability to work cohesively within a team-oriented environment

Demonstrated self‑motivation with a consistent track record of high performance

Desired Qualifications:

Bachelor's degree in Finance or Accounting

Desire to learn and leverage emerging technologies (AI/CoPilot, Tableau, Alteryx, Workiva, Picklinks, Power Query, Power Pivot)

Knowledge of the GWIM business and associated corporate functions

Deep understanding of corporate finance calendar and deliverables

Strong presentation skills and ability to influence stakeholders

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

Pay Transparency details

US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140)

Pay and benefits information

Pay range

$90,000.00 - $125,900.00 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.