Senior Finance Analyst Initiative Finance Team

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.

Line of Business Job Description:

This job is part of the high-impact team that supports $4B in annual technology initiative spending.  It is a strong opportunity for someone who wants to expand beyond traditional finance and gain exposure to technology investment management, automation, controls, and enterprise process improvement. The Senior Finance Analyst will work closely with Technology project managers and Business Finance Officers to support project setup, allocations, reporting, and the quarterly software capitalization assessment. This job may also support and enhance Alteryx workflows and Tableau reporting, while providing the opportunity to drive improvement in an enterprise process.

We are seeking a strategic and results-driven individual to quickly learn the Initiative financial ecosystem. A strong candidate enjoys taking ownership, solving problems, and partnering with teammates to make processes more efficient and effective. This role is a great fit for someone who can work independently while also helping guide teammates through process improvement efforts.

Responsibilities:​

• Support the project portfolios for assigned Tech teams including set-up, rate and funding updates, portfolio targets, allocations, and reporting
• Develop deep understanding of TPAS (financial system of record for technology initiatives) and related routines and data query tools
• Support user training on TPAS and/or software capitalization
• Coordinate quarterly software capitalization assessment and review for assigned portfolios.  Lead program review meetings with multiple stakeholders.
• Support process owner deliverables including maintaining and updating desktop procedures
• Assist in development of data dashboards, reports, presentations, ad hoc analysis, and research using Microsoft Office Suite and Emerging Technology tools
• Execute and maintain TPAS-supporting Alteryx workflows and Tableau dashboards
• Leverage data query tools (PowerQuery/TOAD) to perform research and analysis
• Exhibit strong attention to detail and apply analytical thinking and problem solving to deliverables while collaborating with key stakeholders and partners
• Ensure compliance with accounting policy, controls, and governance standards.
• Identify and execute process improvements with moderate autonomy.
• Influence partners through clear communication and data-driven insights.

Required Qualifications:

• 2-5 years in Finance, Data, FP&A, or related industry experience
• Excel and PowerPoint skills, with exposure to Alteryx or other data management and automation tools (e.g., Power Query, Tableau, SQL, etc.)
• Demonstrated ability to quickly learn complex processes and tools with a process improvement mindset
• Well organized with strong attention to detail and effective time management skills
• Seeks to build relationships and collaborate with teammates

Desired Skills and Qualifications:

• Bachelor’s degree in finance, Accounting, and/or Data/Computer Science
• SAP / eLedger / EPM understanding/experience
• Experience supporting process improvement, operations, or project management roles

Skills:

• Analytical Thinking
• Process risk management, control, and process excellence
• Business Acumen
• Business Analytics
• Problem Solving

Shift:

Hours Per Week: