Job Information
Bank of America Senior Finance Analyst - Planning and Analysis (ML Data Analytics & IC Support) in Pennington, New Jersey
Senior Finance Analyst - Planning and Analysis (ML Data Analytics & IC Support)
Charlotte, North Carolina;New York, New York; Pennington, New Jersey
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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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Summary:
This role sits in Merrill Wealth Management Finance and focuses on building analytics solutions for balances, flows, and performance metrics. You will use SQL to explore and extract data from enterprise tables, design scalable reporting datasets, and deliver dashboards and automated reporting that improve decision-making and reduce manual effort across the areas of the workflow.
Line of Business Description:
This role is predominately focused on Merrill Wealth Management finance support. Merrill serves high-net-worth and ultra-high-net-worth individuals, businesses, institutions, and organizations. Anchored in financial planning, their personal advisor relationships help individual investors, and their families plan for and achieve their unique financial goals by investing and providing access to banking and lending services. The Regional Banking & Wealth Management Finance team works to support the Merrill business leaders by providing all aspects of financial reporting, planning, and analytics. Our team acts as a trusted partner enabling better decisions through transparency and strategic insights.
Responsibilities:
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
Required Qualifications:
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)
Desired Qualifications:
BS/BA Finance / Accounting
Desire to learn and leverage emerging technologies (Tableau, Alteryx, Workiva, Picklinks, Power Query, Power Pivot)
Knowledge of the GWIM business and associated corporate functions
Deep understanding of corporate finance calendar and deliverables
SAP/eLedger
Skills : Financial Processing, Analytical Thinking, Attention to Detail, Financial Accounting, Financial Forecasting and Modeling, Reporting, Scenario Planning and Analysis, Consulting, Critical Thinking, Business Analytics, Business Acumen, Influence, Prioritization, Problem Solving
Shift:
1st shift (United States of America)
Hours Per Week:
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
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View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.