Senior Finance Analyst – Planning and Analysis

Bank of America

. Review, challenge, and report on forecasts and budgets against plans, prior periods, and prior forecasts .

Posted 10/30/2026full-timeUnited StatesSenior💰 $90,000 - $129,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in Financial Planning and Analysis (FP&A), including stress testing and financial analysis, while leveraging advanced Excel skills and proficiency in General Ledger, EPM, and Essbase. Capable of developing impactful financial management dashboards and reports, driving process improvements, and effectively communicating with senior stakeholders.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Advanced Excel SkillsGeneral Ledger / EPM / Essbase ProficiencyProcess ImprovementStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisStress TestingBudgetingForecastingData Compilation

Soft Skills

Detail-OrientedTime ManagementSelf-MotivatedTeam CollaborationAdaptability

Tools & Technologies

TableauAlteryxWorkivaPower QueryPower Pivot

Industry Keywords

Regional BankingGWIM BusinessCorporate FinanceFinancial IntegrityStakeholder Presentations

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Review, challenge, and report on forecasts and budgets against plans, prior periods, and prior forecasts
Evaluate current and future performance trajectories
Compile financial information from line-of-business and consolidated perspectives for stakeholder presentations
Develop financial management dashboards, reports, presentations, ad hoc analyses, and research
Collaborate across the Finance division to ensure financial integrity, sound controls, and efficient procedures
Support projects and strategic initiatives by creating automated reporting processes and delivering process improvements and simplifications
Review, analyze, and report consolidated quarterly forecast results, stress forecast results, and contingency options
Prepare impactful presentations for senior stakeholders
Work on high-visibility projects and build relationships across the Finance organization

Requirements

What you’ll need

4+ years of experience in FP&A, stress testing, financial analysis, or related roles
Bachelor’s Degree or equivalent work experience
General Ledger / EPM / Essbase proficiency
Advanced Excel skills
Experience or strong aptitude for emerging technology including Tableau, Alteryx, Workiva, Picklinks, Power Query, Power Pivot, and/or AI/CoPilot
Demonstrated success driving end-to-end process improvement with a strong OpEx focus
Strong communication skills, verbally and in writing
Detail-oriented with a control mindset
Ability to work independently in a fast-paced environment with evolving priorities while delivering accurate results
Excellent time management skills and ability to meet critical deadlines
Ability to work cohesively within a team-oriented environment
Self-motivated with a consistent track record of high performance
Knowledge of the Regional Banking and GWIM business and associated corporate functions
Familiarity with corporate finance calendar and deliverables

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Support for physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
Annual discretionary incentive plan eligibility
Benefits eligibility
Paid time off
Employee resources and support