Product Strategy Manager I – Forecasting and Financial Management

Bank of America

Leading strategic analysis to optimize financial performance and reduce fraud losses at Bank of America. Collaborating across teams to provide forward-looking financial insights and forecasts.

Posted 7/21/2026full-timeCharlotte • New Jersey, North Carolina, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in fraud loss forecasting, financial analysis, and executive-level communication, with a strong focus on Client Protection and fraud performance metrics. Proven ability to lead cross-functional initiatives and improve forecasting methodologies to enhance business outcomes.

Highest-signal resume keywords

Fraud Loss ForecastingFinancial AnalysisExecutive StorytellingTeam LeadershipClient Protection

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Fraud AnalysisFinancial ReportingForecastingAnalytical SkillsChargeback RecoveryExpense OptimizationData InterpretationPerformance MetricsProcess ImprovementFinancial Knowledge

Soft Skills

Communication SkillsCoachingCollaborationInfluencingPresentation Skills

Tools & Technologies

PowerPointExcelE-LedgerEnterprise GL ToolsEPM

Industry Keywords

Client ProtectionFirst-Party FraudThird-Party FraudFraud Loss DriversBusiness ManagementFinancial SupportStrategic OpportunitiesRisk ManagementBilling DisputesFraud Performance

About the role

Key responsibilities & impact

Lead communication of long-term fraud loss forecasts across First-Party Fraud, Third-Party Fraud and billing disputes losses.
Oversees Total Client Protection losses and expenses.
Develop executive-level reporting packages, presentations, and business reviews that communicate fraud performance, forecast outlooks, key risks, and strategic opportunities.
Partner with Fraud Strategy, Finance, Product, Risk, and Operations teams to align forecasting assumptions, business impacts, and performance expectations
Serve as a subject matter expert for fraud loss performance, forecasting methodologies, Client Protection impacts, and Total Cost of Fraud metrics
Influence and support cross-functional initiatives aimed at reducing fraud losses, optimizing expenses, improving client protection outcomes, and enhancing overall business performance
Present complex financial and fraud performance insights to senior leaders in a simplified, executive-ready format that enables informed decision-making
Responsible for Client Protection executive storytelling related to fraud loss and other expenses
Ability to interpret financial results extracting trends to provide valuable insights to the business and Senior Management
Assist in providing ongoing financial support to Client Protection and loss finance teams
Identify and lead initiatives to continuously improve, automate, and scale forecasting processes and methodologies
Partner/Collaborate with finance and key stakeholders on the communication of forecast drivers, impacts, loss performance, and reconciliation
Prepare, distribute, and consolidate fraud loss and expense packages
Identify and implement improvements and adhere to all deadlines
Coaching teammates

Requirements

What you’ll need

3+ years of experience in Client Protection/Fraud, finance, accounting, and/or business management
Advanced understanding of 1st and 3rd party fraud (claims to charge-off timing, chargeback recovery rights, etc.)
Proven strong analytical and communication skills
Experience leading teams and/or projects
Strong financial knowledge and understanding of fraud loss drivers
Experience with PowerPoint, excel, e-Ledger and Enterprise GL tools (EPM) and executive storytelling
Bachelor's degree in Finance, Accounting, Economics (or related discipline)
3+ years of fraud experience and/or 3+ years of analytical/financial experience including Forecasting (Consumer background preferred)

Benefits

Comp & perks

affordable, competitive and flexible benefits