Finance Manager - Planning & Analysis

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for directing the day-to-day finance activities involving the consolidation and management of the bank's month-end close, planning, forecasting and capital approval processes. Key responsibilities include overseeing the consolidation and analysis of forecast, profitability, and financial reporting, and supporting strategic business reviews. Job expectations include managing planning and analysis partner relationships, supporting management in key decision making, influencing financial analysts, and coordinating deliverables to and from partners.

Team Specific Job Description:

The Global Technology Finance team provides financial planning, forecasting, reporting, expense and resource management, and strategic decision support across Global Technology. The team partners across Technology Finance to develop an integrated view of financial performance, emerging trends, risks and opportunities, and key business drivers for Technology and Finance leadership.

This role will serve as a Global Technology Finance lead focused on executive reporting, financial analytics, and strategic decision support. The individual will develop a broad understanding of Global Technology's financial performance and business drivers and translate complex financial information into clear, concise insights and executive-level materials.

The role will have significant exposure to senior Technology and Finance executives and will support the development of materials and financial storylines used in leadership discussions. This includes synthesizing results across teams, understanding the drivers behind month-end and forecast performance, identifying emerging themes, risks and opportunities, and responding to strategic and ad hoc requests requiring an enterprise-wide Technology perspective.

The role will also partner closely with the Central Technology FP&A team on key finance routines, including month-end, forecast, stress testing, Investor Relations, Quarterly Business Reviews, and SPI-related activities. The individual will develop end-to-end knowledge of these processes and identify opportunities to improve and automate recurring reporting and analytics.

Responsibilities:

• Provides leadership, direction and coaching to profit planning and/or forecast stakeholders to develop accurate profit plans and forecasts, reviewing and understanding the drivers of business results to identify areas of improvement
• 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 forecasting and/or budgeting 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

Required Qualifications:

• 5+ years of professional experience, preferably in financial planning and analysis, corporate finance, Technology Finance, or financial services
• Strong financial planning, forecasting, expense management, reporting, and analytical experience
• Strong strategic and analytical thinking, with the ability to connect detailed financial results to broader business drivers and forward-looking implications
• Strong executive communication skills, including the ability to translate complex financial information into concise, executive-level presentations and messaging
• Advanced Excel and PowerPoint skills and experience analyzing complex financial data
• Strong intellectual curiosity, attention to detail, and problem-solving capabilities
• Ability to manage multiple priorities, recurring finance routines, executive requests, and ad hoc analyses in a fast-paced environment
• Strong collaboration and influencing skills, including the ability to drive outcomes without direct authority

Desired Qualifications:

• BS or BA in Business Management, Finance, Accounting, Economics or equivalent
• Experience with month-end reporting, forecasting, planning, stress testing, and executive reporting
• Experience developing presentations and financial analyses for senior executives
• Experience with Forecast Connect, hierarchy management, Workiva, SharePoint, Power Query, Tableau, automation, and emerging technology tools such as AI/Copilot
• Demonstrated interest in process improvement and using technology and automation to improve Finance processes

Skills:

• Analytical Thinking
• Attention to Detail
• Financial Accounting
• Financial Processing
• Scenario Planning and Analysis
• Business Analytics
• Consulting
• Critical Thinking
• Financial Forecasting and Modeling
• Reporting
• Business Acumen
• Influence
• Prioritization
• Problem Solving

Shift:

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