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Global Banking Financial, Planning and Analysis (FP&A) Senior Financial Analyst

Charlotte, North Carolina

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.  Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.  Join us!

Team Structure

The Chief Financial Officer (CFO) Group is responsible for the overall financial management of our company. This includes accounting, financial and regulatory reporting, balance sheet management, financial planning and analysis, treasury, investor relations, corporate investments and tax

Global Banking and Markets Finance strives to be a valued business partner to the company's trading, corporate and institutional banking businesses. Our first priority is to operate a series of key control processes to ensure the integrity of GBAM's financial results. Then we build on these activities to offer performance insight to business leaders. The assets of Finance are its people.

Global Banking Financial Planning & Analysis (FP&A) Responsible for the centralized management reporting, including earnings reviews and forecasting, and supports financial reviews with our Executive Leaders in the Business and CFO. 

Team Overview

The Global Banking (GB) Financial, Planning and Analysis (FP&A) team is part of the broader GBAM CFO organization. The primary focus of this team is to provide a broad array of Management Reporting to support Senior Management in their financial and strategic decision making. GB FP&A works with Line of Business / COOs, Corporate Treasury, Risk, HR, Business Finance, and Senior Finance leaders throughout GBAM to review and analyze financial and business impacts.  This unique team provides exposure to businesses and financial drivers across the segment’s products/businesses and collaboration with leaders across the organization.

Role Summary

This role will focus on the support of the Global Banking Segment which is comprised of the Global Corporate & Investment Banking, Global Commercial Banking and Business Banking LOBs, whose business presence spans across various regions throughout the US and globally and provides a wide range of lending-related products and services, integrated working capital management and treasury solutions, and underwriting and advisory services. The primary focus of this role is to provide insightful, compelling and actionable reporting and analysis of financial and other KPI results and to support ongoing business and strategic planning routines. In addition to routine deliverables, a key aspect of this role is to be a strong business partner across the BFO, product teams and GFC teams to ensure key messages are communicated and reporting is accurate. Responsibility is inclusive of presentations and communication to Senior Finance Leaders in addition to our monthly and quarterly reporting deliverables and forecast routines.

In addition, expectations for this role include:

  • Partner across CFO, LOB teams and Business Finance groups with ad hoc management reporting, analysis and routines including communication of key messages

  • Preparation of monthly and quarterly executive materials, along with management commentary, including Quarterly Business Review financials

  • Materials preparation and support for executive presentations to the BOD, Management Team and Management Committee

  • Support quarter-end activities relating to Investor Relations and Earnings Release

  • Weekly commentary providing a snapshot of the latest week’s loan, deposit and P&L movements

  • Preparation of quarterly forecast materials and consolidation from BFO and product teams

  • Partner with peers to implement process and reporting improvements

  • Ad hoc requests from business partners

Required Skills:

  • 2-3 years of related industry experience and strong financial reporting background (prior financial planning, forecasting, variance analysis and reporting experience)

  • Ability to articulate financial results to different audiences and in different formats, including Senior Business Leaders and CFO Leadership

  • Strong analytical skills along with the ability to translate analysis into commentary for management reporting

  • MS Excel (comfortable with lookups, pivot tables and data manipulation) and PowerPoint (creation of financial reporting management decks to “tell the story” of the business)

  • Quick learner, self-motivated and proactive

  • Effective written and oral communication skills

  • Strong attention to detail and acute organizational skills are critical

  • Proactive with intellectual curiosity and willingness to effectively challenge the status quo to improve efficiency and controls

Desired Skills:

  • BS/BA Finance/Accounting

  • eLedger / EPM

  • Emerging Tech skills including Alteryx, Tableau or similar software


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No

Street Address

Primary Location:
201 N Tryon St, NC, Charlotte, 28255