Financial Lead – Customer Segment Consultant II

Bank of America

. Own and maintain headcount, licensing, and workforce financial forecast models .

Posted 9/29/2026full-timeUnited StatesSenior💰 $108,000 - $163,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in workforce planning, financial forecasting, and capacity planning, with advanced analytical capabilities using SQL, Alteryx, or Python. Proven ability to lead cross-functional teams, influence stakeholders, and drive process improvements in a matrixed organization.

Highest-signal resume keywords

Workforce PlanningFinancial ForecastingAdvanced Data AnalysisStakeholder EngagementProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Forecast ModelsCapacity PlanningBusiness AnalyticsScenario AnalysisSQLAlteryxPythonMicrosoft ExcelMicrosoft PowerPointData Analysis

Soft Skills

Strategic ThinkingCommunication SkillsInfluence SkillsCollaborationRelationship Building

Tools & Technologies

SQL ServerHadoopTeradata

Industry Keywords

Consumer InvestmentsWorkforce ManagementFinancial StewardshipGovernanceChange Leadership

Tech Stack

Tools & technologies

HadoopPythonSQL

About the role

Key responsibilities & impact

Own and maintain headcount, licensing, and workforce financial forecast models
Lead forecast planning with Finance, Capacity Planning, Workforce Management, Talent Acquisition, and business leaders
Develop and coordinate dashboards, reporting, and executive presentations
Monitor performance against forecasts, identify drivers and risks, and recommend staffing and workforce-plan adjustments
Provide an integrated view of capacity, workforce movement, and financial commitments
Lead stakeholder reviews and translate complex analysis into decisions and actions
Deliver scenario analysis and recommendations supporting business strategy and workforce efficiency
Oversee multiple workstreams within enterprise initiatives
Define workstream objectives, timelines, and deliverables
Coordinate product, channel, and operations teams
Engage senior leaders and executive stakeholders to influence priorities and maintain governance
Drive innovation, process improvement, and change leadership
May manage associates and perform people-management, risk-management, financial-stewardship, and talent-leadership responsibilities

Requirements

What you’ll need

3+ years of relevant experience in workforce planning, financial forecasting, capacity planning, business analytics, or a related function
Strategic thinking and informed decision support
Strong business and analytical judgment
Proven communication and influence skills across organizational levels
Learning agility and ability to navigate ambiguity
Relationship and credibility-building skills in a highly matrixed organization
Collaboration, ownership, and prioritization skills
Advanced proficiency in Microsoft Excel and PowerPoint
Consumer Investments or comparable operational knowledge preferred
Cross-functional planning leadership experience preferred
Financial planning experience preferred
Forecasting transformation and governance experience preferred
Advanced data analysis and technical capabilities using SQL, Alteryx, or Python preferred
Experience with SQL Server, Hadoop, Teradata, or comparable database platforms preferred
High School Diploma / GED / Secondary School or equivalent

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Physical, emotional, and financial wellness support
Opportunities to learn, grow, and make an impact
Paid time off
Resources and support to contribute to sustainable growth
Annual discretionary incentive plan eligibility