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About the Role

This role serves as a finance partner to specified Lines of Business (LOBs), providing financial analysis and guidance to support key decisions and initiatives. Key responsibilities include performing forecasting, profitability analysis, expense efficiency, pricing, financial reporting, and generating value creation ideas and new investment business cases. Job expectations include preparing insights to guide management's decision making and evaluating financial performance versus plans, forecasts, and prior periods.

Responsibilities

Evaluates Lines of Business (LOB) financial performances (specifically Private Bank) and assists with decision making by synthesizing key trends, assessing current and future business risks, and preparing, analyzing, and reporting on financial results and key metrics.
Develops financial management reports, presentations, and ad hoc analyses for LOBs and/or finance partners.
Creates forecasts and budgets by comparing current performance against plan, prior periods, prior forecasts, and budgets and evaluating current and future performance trajectory.
Conduct financial analysis for LOBs, assessing current performance against budgets and forecasts to inform decision-making.
Supports reporting and analysis for key constituents and management, which may include Board of Directors, Investor Relations, and/or various regulatory agencies.
Collaborates with teams across the Finance division to ensure integrity of the financials, sound controls, and efficient and effective procedures.
Supports new and ongoing projects and strategic initiatives by creating processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities.

Requirements

Minimum of 2 years of experience in financial planning, analysis, or reporting.
Proficiency in Advanced Excel (data modeling, analysis, and manipulation).
Strong understanding of accounting principles and financial acumen, with experience in forecasting and accrual processes.
Ability to communicate complex financial data effectively, with strong organizational, presentation, and leadership skills.

Skills

Attention to Detail
Business Process Analysis
Collaboration
Data Quality Management
Reporting
Data Visualization
Financial Analysis
Financial Forecasting and Modeling
Financial Processing
Prioritization
Analytical Thinking
Business Acumen
Business Case Analysis
Critical Thinking
Decision Making
Essbase
SAP/eLedger
Tableau
ForecastConnect
GEP
Power Query
Alteryx
Financial statement analysis and reporting

Location

US - NY - New York - 1100 Ave Of The Americas - Two Bryant Park (NY1540)

Work Type

1st shift
40 hours per week

Experience Level

Minimum of 2 years of experience

Education Level

Bachelor’s degree in Accounting, Finance, or related field.

Salary/Compensations

$86,600.00 - $124,500.00 annualized salary

Benefits

Discretionary incentive eligible
Eligible to participate in the annual discretionary plan.
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.
Industry-leading benefits
Access to paid time off
Resources and support to our employees

About the Company

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!