Senior Finance Analyst – Planning and Analysis, ML Data Analytics, IC Support

Bank of America

. Write and optimize SQL queries to extract, validate, and reconcile finance and business metrics from enterprise data tables .

Posted 5/1/2026full-timeCharlotte • New Jersey, New York • 🇺🇸 United StatesSenior💰 $90,000 - $125,900 per yearWebsite

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Write and optimize SQL queries to extract, validate, and reconcile finance and business metrics from enterprise data tables
Build repeatable reporting datasets and automate recurring monthly/weekly deliverables (reduce manual Excel effort)
Develop dashboards and executive-ready reporting (Power BI/Tableau/Excel) to track balances, flows, profitability, and IC drivers
Partner with FP&A, controllership, and business teams to translate questions into data requirements and clear analytical outputs
Perform variance analysis vs plan/forecast/prior period and explain drivers using data-backed storytelling
Implement controls/QA checks (reconciliations, tie-outs, data quality flags) to ensure reliable outputs
Improve processes by documenting logic, creating standardized definitions, and enabling self-serve reporting

Requirements

What you’ll need

3+ years of work experience in finance analytics, FP&A, business analytics, or data-centric financial reporting
SQL experience (writing joins, aggregations, CTEs; comfortable exploring unfamiliar tables)
Advanced Excel skills (Power Query / Power Pivot strongly preferred)
Experience building reporting/dashboards and automating recurring deliverables
Strong problem-solving skills; able to independently investigate data issues and propose solutions
Strong written/verbal communication; can explain “what changed and why” to non-technical partners
Strong control mindset (reconciliations, documentation, repeatability)

Benefits

Comp & perks

Discretionary incentive eligible
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.
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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SQLvariance analysisdata validationdata reconciliationreporting automationdata storytellingdata quality checksPower BITableauExcel

Soft Skills

problem-solvingcommunicationdata analysiscollaborationindependent investigationdocumentationprocess improvementanalytical thinkingattention to detailcontrol mindset