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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.
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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
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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.
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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