Financial Solutions Advisor I
Bank of America
Lead Business Aligned Finance Analyst
Wells Fargo
full-time
Posted on:
Location Type: Office
Location: Charlotte • New Jersey, North Carolina • 🇺🇸 United States
Visit company websiteSalary
💰 $119,000 - $224,000 per year
Job Level
Senior
Tech Stack
Tableau
About the role
- Prepare strategy and financial presentations and narratives for Senior Management.
- Manage technology budgeting processes, financial close, and forecast updates for the Technology organizations.
- Partner with CIOs for Chief Data Office (CDO) and/or Technology Management and Strategy (TMS) organizations to support business objectives.
- Prepare and manage business case financials for initiatives and investments within assigned organizations.
- Oversee investment plan financials and Book of Work for the Technology Chief Data Office (CDO Tech), tracking costs and benefits.
- Manage and improve cost recovery processes for CDO and TMS
- Collaborate with Technology Management and the finance team to enhance financial processes, focusing on accuracy, stability, efficiency, and transparency.
- Conduct ad-hoc analyses and provide recommendations for improvement opportunities.
- Work with cross-functional teams to design and implement financial management solutions and toolsets aligned with industry practices.
- Support the adoption of technology finance tools through ongoing process improvements.
- Lead the annual budgeting process, overseeing business case prioritization for technology investments and expenditures, while maintaining governance and financial transparency.
- Provide reports on key metrics and performance indicators related to the technology workforce, resource management, investment expenditure, vendor usage, and infrastructure strategy.
- Coordinate with stakeholders in Technology, Finance, CDO and TMS functions.
Requirements
- 5+ years of Finance experience
- Experience in Finance and/or Business Management leadership roles
- Ability to interact with individuals on all levels across business and technology functions
- Strong collaborative skills
- Ability to execute effectively with tight time constraints and manage multiple priorities
- Bachelor’s degree or higher in Finance, Accounting, or Economics
- Effective communication skills with senior management
- Problem-solving and conflict resolution abilities
- 5+ years of Technology Finance experience.
- Experience with visualization and reporting tools (e.g., Tableau, Business Objects)
- Self-directed approach to responsibilities
- Experience building organizational capability, including teams, processes, and technology
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisbudgetingforecastingcost recoverybusiness case developmentfinancial managementad-hoc analysisperformance metricsresource managementinvestment expenditure
Soft skills
collaborationcommunicationproblem-solvingconflict resolutiontime managementleadershipinterpersonal skillsself-directionorganizational capabilityexecutive presence