Bank of America

Senior Finance Analyst – Planning and Analysis

Bank of America

full-time

Posted on:

Location Type: Office

Location: Pennington • New Jersey • United States

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Salary

💰 $90,000 - $125,900 per year

Job Level

Senior

About the role

  • 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.

Requirements

  • 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.
Benefits
  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial reportingforecastingprofitability analysistrend analysisadvanced modelingGeneral LedgerEPMEssbaseadvanced Excel
Soft Skills
highly organizedproactivestrong communicationdetail-orientedcritical thinkingindependent worktime managementteam-orientedself-motivation