Senior Finance Analyst - Planning And Analysis (ml Data Analytics & Ic Support)

Bank of America

Pennington, NJ, USA
Base: $90,000.00 - $125,900.00 annualized; bonus: ...
**
3+ years finance analytics experience
Sql query writing and optimization
Advanced excel with power query
** Bank of America is seeking a Senior Finance Analyst specialized in Planning and Analysis, focusing on analytics solutions for Merrill Wealth Management. The role requires expertise in SQL, advanced Excel skills, and experience in finance analytics to develop reporting and dashboards, with a strong emphasis on problem-solving and communication. **

Job Summary

  • This role focuses on building analytics solutions for balances, flows, and performance metrics within Merrill Wealth Management Finance.
  • The position requires writing optimized SQL queries to extract data and developing automated dashboards to reduce manual effort.
  • Employees are eligible for an annual discretionary award based on individual performance and the company's overall success.

Matching Summary

Match Score: 75

** Bank of America is seeking a Senior Finance Analyst specialized in Planning and Analysis, focusing on analytics solutions for Merrill Wealth Management. The role requires expertise in SQL, advanced Excel skills, and experience in finance analytics to develop reporting and dashboards, with a strong emphasis on problem-solving and communication. **

Salary

Base: $90,000.00 - $125,900.00 annualized; Bonus: Discretionary incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • 3+ years finance analytics experience
  • SQL query writing and optimization
  • Advanced Excel with Power Query
  • Dashboard development in Power BI or Tableau
  • Variance analysis and financial reconciliation

Nice-to-have

  • Experience with Alteryx or Workiva
  • Knowledge of GWIM business operations
  • SAP or eLedger system familiarity
  • Strong data storytelling abilities
  • Desire to leverage emerging technologies

Key Requirements

  • 3+ years work experience in finance analytics or FP&A
  • BS/BA in Finance or Accounting (desired)
  • Strong problem-solving and communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter