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Sr Fin Analyst Plan & Analysis

Bank of America – Charlotte, NC

Job Description:

Description: The Global Banking Financial, Planning and Analysis team is part of the broader GBAM CFO organization. The primary focus of this is team is to provide a broad array of Management Reporting to support Senior Management in their financial and strategic decision making.

This role will focus on the support the Business Banking segment, whose business presence spans across various regions throughout the US. In addition to routine deliverables, a key aspect of this role is to be a strong business partner across the BFO, product teams and GFC teams to ensure key messages are communicated and reporting is accurate. Responsibility is inclusive of presentations and communication to Executive Management in addition to our monthly & quarterly reporting deliverables.

Primary Responsibilities:

  • Partner across CFO, LOB teams and Business Finance groups with ad hoc management reporting, analysis and routines including communication of key message
  • Monthly and quarterly full P&L reporting responsibilities, including month-end reporting and Quarterly Business Review financials
  • Support quarter-end activities relating to Investor Relations and Earnings Release
  • Weekly commentary providing a snapshot of the latest weeks loan, deposit and P&L movements
  • Preparation of quarterly forecast materials and consolidation from BFO and product teams
  • PowerPoint presentation preparation of monthly and quarterly decks, along with management commentary
  • Partner with peers and management to implement process & reporting improvements

Required Skills and Experience:

  • BS/BA Finance/Accounting
  • Must have 2-3 years of related industry experience and strong financial reporting background (prior financial planning, forecasting, variance analysis and reporting experience)
  • Strong analytical skills along with the ability to translate analysis into commentary for management reporting
  • MS Excel (comfortable with lookups, pivot tables and data manipulation) and PowerPoint (creation of financial reporting management decks to tell the story of the business)
  • eLedger / EPM
  • Flexible (i.e. available to work overtime as required and support other segments as needed)
  • Proactive with intellectual curiosity and willingness to effectively challenge the status quo to improve efficiency and controls


1st shift (United States of America)

Hours Per Week:


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