Bank of America

Regional Banking & Wealth Management Finance Manager – Planning and Analysis

Bank of America

full-time

Posted on:

Location Type: Office

Location: Charlotte • New Jersey • United States

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Salary

💰 $120,000 - $174,900 per year

About the role

  • Directs the team's the day-to-day activities and reviews related to the Lines of Business (LOB) financial performances, assisting with synthetizing key trends, assessing current and future business risks, and preparing, analyzing and reporting on financial results and key metrics
  • Manages close process from a LOB and consolidated perspective and compares current performance against plan, prior periods, and forecasts to evaluate current and future performance trajectory
  • Implements 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
  • Builds, maintains, and manages partner relationships across the Finance division and implements policies and procedures that ensure integrity of the planning and forecasting process, financials, sound controls, and effective procedures
  • Exhibits strong attention to detail and applies analytical thinking, influence and collaboration with key stakeholders in the LOBs and across CFO to effectively handle competing priorities

Requirements

  • Minimum of 5+ years of financial analysis experience
  • Strong business partnering experience / skills including the ability to interact, communicate and influence equally well within all levels of an organization
  • Strong organizational skills and be able to work independently
  • Strong written and oral communications skills with excellent attention to detail and ability to connect dots across a large organization
  • Demonstrates intellectual curiosity and be able to communicate effectively in a matrix organization
  • Self-starter, able to work in a fast paced, deadline driven environment
  • Proven success in leading and mentoring a team without direct reports
  • Bachelor's degree (preference in finance, accounting or related field)
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Discretionary incentive eligible
  • Industry-leading benefits
  • Resources and support to employees
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial analysisreportingforecastingdata synthesisperformance evaluationprocess automationfinancial performance assessmentmetrics analysisproject managementpolicy implementation
Soft Skills
business partneringcommunicationinfluenceorganizational skillsattention to detailanalytical thinkingcollaborationintellectual curiosityself-startermentoring