30 Financial Administration jobs in Charlotte

**Alternate Locations:** Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska)
**Work Arrangement:**
Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74685
**The Role at a Glance**
The principal purpose of the role is to provide financial administration oversight of the Lincoln Funds extensive regulatory filings. The focus of this position is to ensure the Lincoln Mutual Funds successfully complete all required SEC filings timely and accurately. This requires a high level of coordination with many internal and external parties at various levels.
**What you'll be doing**
· Assists with the coordination, preparation, validation, and review of the SEC financial data filings to ensure they are filed timely and accurately.
· Assures fund administration compliance with the Investment Company Act of 1940 as well as the Securities Acts of 1933 and 1934
· Maintains a working knowledge of strategic investment market activities and industry pronouncements and their impacts on the Funds as well as Lincoln National Life Insurance Company.
· Review, analyze and monitor financial information for the Funds to ensure integrity of financial systems and accuracy of data.
· Research accounting guidance for newly developed products and company initiatives related to Lincoln Funds
· Process payments and expense allocations for the Lincoln Funds
· Assist with the preparation of and review of the Fund Administration Board Materials
· Maintain effective working relationships with internal and external business associates.
· Work closely with management to recommend and implement process improvements, IT enhancements and enhance controls and efficiencies.
· Act as Business Resource for various teams within Fund Administration Operations (FAO). This includes assisting with issue resolution, special requests, process enhancements, projects, etc.
· Facilitates and prioritizes problem resolution and manages daily workload.
· Represent the interests of FAO by attending pertinent meetings.
· Stay current with technological innovations, updating administration capabilities and capacity in a cost effective and efficient fashion.
· Other duties and tasks as assigned by management.
**What we're looking for**
· Bachelor's degree in accounting/finance desired
· A minimum of 1-4 years of accounting, financial reporting/analysis experience in mutual fund, insurance, or public accounting environment
· Mutual fund and investment knowledge preferred.
· Working knowledge of general ledger and fund accounting systems
· Proficiency in Microsoft Office applications
· Candidate must have strong leadership skills, and excellent oral and written communication and organizational skills.
· Must be technically savvy and have strong financial analysis skills.
· Must be able to balance multiple priorities and to communicate with all levels of staff in the organization.
Financial/Regulatory Reporting 90%
Preparation of Board Materials and other tasks 10%
**Application Deadline**
Applications for this position will be accepted through August 1st subject to earlier closure due to applicant volume.
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $53,500 - $96,300 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
The Financial Systems Support Manager is responsible for providing operational direction and leadership related to financial systems. The Financial Systems Support Manager provides supervision and leadership in the development, maintenance, accuracy and ongoing operation of complex and heavily integrated financial systems and technologies in support of multiple business units. These systems include but are not limited to: SAP General Ledger, SAP Subledger (Accounts Payable, Fixed Assets/Asset Accounting, Accounts Receivable), SAP Business Warehouse, SAP ARIBA, SAP Concur, SAP Fieldglass, Legal Matter and Expense Management, Real Estate Management, Master Data Management, Oracle Hyperion and Oracle Data Relationship Management. Work closely with users and participate in design sessions. Point of contact for the developers.
**Essential Duties and Responsibilities**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Lead a team of financial systems professionals with responsibility for a wide variety of complex and high-risk activities, such as general ledger and reporting system administration and maintenance.
2. Responsible for daily, monthly, quarterly and annual processing for financial systems.
3. Ensure data integrity, accuracy and availability of financial systems.
4. Ensure operational and business processes are adhered to, service level agreements are met, accurate financial reporting and adequate internal controls are maintained.
5. Actively contribute to strategic projects that may have a significant impact to Truist, such as the selection, design, development and implementation of financial reporting systems.
6. Ensure that financial reporting controls remain strong.
7. Provide leadership in the management of routine maintenance requests, functional configuration/development and upkeep, and relative controls for each of the financial management applications.
8. Oversee the general ledger chart of accounts governance, change management and end to end maintenance process in multiple complex and highly integrated financial systems.
9. The chart of accounts is the foundation for internal management reporting to Executive Leadership, Board of Directors and Senior Leadership and is also the foundation for external reporting to the Bank's shareholders, the SEC, and other regulatory agencies such as the Federal Reserve, Federal Deposit Insurance Corporation (FDIC) and the Office of the Comptroller of the Currency (OCC).
10. Oversee the governance, change management, end to end maintenance and publication process of all financial reporting hierarchies including general ledger accounts, centers, products and any other necessary structures to support the reporting needs of diverse lines of business in a highly complex reporting environment.
11. Communicate with internal and external auditors and examiners (if required) on new and existing processes and controls to ensure agreement and adherence by all parties.
12. Accurately analyze information; integrate people, processes, systems and technologies; and make strategic decisions regarding scope, impact, policy, development and implementation.
13. Responsible for the maintenance and administration of key financial reports, including the GAAP balance sheet and income statement.
14. Oversee the development, testing and implementation of conceptual frameworks that may be required for analyzing operating results or compliance with regulatory requirements.
**Qualifications**
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree in accounting, Finance, Business Administration, Economics, or equivalent education and related training.
2. Ten years of relevant finance systems experience, preferably in the banking industry.
3. Five years in an environment using integrated platforms, integrated data and governance platforms.
4. Five years of leadership and supervisory experience.
5. Excellent verbal, written and presentation skills, with the ability to define problems and persuasively present conclusions Intelligent, strong and decisive leadership within an organization as a result of high integrity, intellectual clarity and a passion for excellence.
**4 days in office/1 day remote**
**Raleigh, NC can be another location option.**
**Preferred Qualifications:**
1. Master's degree in Finance, Accounting or Business Administration.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for serving as a finance partner to provide operational support for ~400 ForecastConnect end users. Key responsibilities include day to day managing of the help desk function of ForecastConnect, validation of inbound data processes, delivery of ongoing platform enhancements and performing application maintenance.

The End-to-End Forecasting team is part of the Strategic Finance and Expense Management group within the CFO organization. Our primary focus includes ongoing development of the application, including writing business requirements, testing, deployment, end user training, documentation, and control in addition to ongoing application support.

Responsibilities:

The teammate in this role will be responsible for ongoing development of the application in addition to application support. This will include responsibilities such as:

• Coordinating with tech partners and downstream applications for both inbound and outbound data.
• Proactive communicating/partnering with line of business Forecast users and other supporting groups.
• When needed, troubleshoot and identify root cause of data breaks / gaps
• Proactively searching for opportunities to automate or address key functions and eliminate unnecessary work.
• Discuss on the same level, use cases and requirements with plan and forecast lines of business as well as design with technology.
• Draft business requirements and perform testing, deployment of application changes.
• Train application users and author training materials to aid in end user support and onboarding.
• Work with end users to triage issues and recommend process and / or application changes where applicable.
• Monitor the help desk and address Forecast End user queries.

Required Qualifications:

• Minimum 2 years experience with financial planning, application support and change management.
• Understanding of application change cycles to draft and execute testing and release validations.
• Critical thinking to perform and action data control breaks.
• Expertise on GL Financial Data (actuals and Forecast)
• Understanding of RDR financial and HR data including IMS worker data
• Understanding of Essbase, EPM and BPC Plan and Forecast
• Proficiency in MS Office including PowerPoint and Excel including formulas.
• Strong communication, organization, presentation, and leadership skills to communicate with on and offshore teammates.
• Analytical Abilities / Financial Acumen - Systematic application of a combination of inductive and deductive reasoning to examine information, interpret results and arrive at well-founded logical conclusions.

Desired Qualifications:

• Experience with Tableau dashboard design and Alteryx workflows.
• Innovative team player who can generate new and creative ideas to complex problems.
• Working knowledge of Bank of America Expense / Revenue Forecast processes
• Excel VBA skills

Skills:

• Attention to Detail
• Business Process Analysis
• Collaboration
• Data Quality Management
• Reporting
• Data Visualization
• Financial Analysis
• Financial Forecasting and Modeling
• Financial Processing
• Prioritization
• Analytical Thinking
• Business Acumen
• Business Case Analysis
• Critical Thinking
• Decision Making

Shift:

1st shift (United States of America)

Hours Per Week:

40
#J-18808-Ljbffr

Finance Partner Job

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

This job is responsible for serving as a finance partner to specified Lines of Business (LOBs) and providing financial analysis and guidance to support key decisions and initiatives. Key responsibilities include performing forecasting, profitability analysis, expense efficiency, pricing, financial reporting, and generating value creation ideas and new investment business cases. Job expectations include preparing insights to guide management's decision making and evaluating financial performance versus plans, forecasts, and prior periods.

Responsibilities:

• Evaluates Lines of Business (LOB) financial performances and assists with decision making by synthesizing key trends, assessing current and future business risks, and preparing, analyzing, and reporting on financial results and key metrics
• Develops financial management reports, presentations, and ad hoc analyses for LOBs and/or finance partners
• Creates forecasts and budgets by comparing current performance against plan, prior periods, prior forecasts, and budgets and evaluating current and future performance trajectory
• Supports reporting and analysis for key constituents and management, which may include Board of Directors, Investor Relations, and/or various regulatory agencies
• Collaborates with teams across the Finance division to ensure integrity of the financials, sound controls, and efficient and effective procedures
• Supports new and ongoing projects and strategic initiatives by creating processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities

Required Qualifications:

• Minimum 3 years of experience in Finance/Accounting
• Develop financial management reports, presentations, and ad hoc analyses for LOBs and/or finance partners
• Excellent communication skills

Skills:

• Attention to Detail
• Business Process Analysis
• Collaboration
• Data Quality Management
• Reporting
• Data Visualization
• Financial Analysis
• Financial Forecasting and Modeling
• Financial Processing
• Prioritization
• Analytical Thinking
• Business Acumen
• Business Case Analysis
• Critical Thinking
• Decision Making

Shift: 1st shift (United States of America)

Hours Per Week: 40

Senior Finance Analyst - Financial Business Support
Charlotte, North Carolina
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for serving as a finance partner to provide operational support for ~400 ForecastConnect end users. Key responsibilities include day to day managing of the 'help desk' function of ForecastConnect, validation of inbound data processes, delivery of ongoing platform enhancements and performing application maintenance.
The End-to-End Forecasting team is part of the Strategic Finance and Expense Management group within the CFO organization. Our primary focus includes ongoing development of the application, including writing business requirements, testing, deployment, end user training, documentation, and control in addition to ongoing application support.
**Responsibilities:**
The teammate in this role will be responsible for ongoing development of the application in addition to application support. This will include responsibilities such as:
+ Coordinating with tech partners and downstream applications for both inbound and outbound data.
+ Proactive communicating/partnering with line of business Forecast users and other supporting groups.
+ When needed, troubleshoot and identify root cause of data breaks / gaps
+ Proactively searching for opportunities to automate or address key functions and eliminate unnecessary work.
+ Discuss on the same level, use cases and requirements with plan and forecast lines of business as well as design with technology.
+ Draft business requirements and perform testing, deployment of application changes.
+ Train application users and author training materials to aid in end user support and onboarding.
+ Work with end users to triage issues and recommend process and / or application changes where applicable.
+ Monitor the "help desk" and address Forecast End user queries.
**Required Qualifications:**
+ Minimum 2 years' experience with financial planning, application support and change management.
+ Understanding of application change cycles to draft and execute testing and release validations.
+ Critical thinking to perform and action data control breaks.
+ Expertise on GL Financial Data (actuals and Forecast)
+ Understanding of RDR financial and HR data including IMS worker data
+ Understanding of Essbase, EPM and BPC Plan and Forecast
+ Proficiency in MS Office including PowerPoint and Excel including formulas.
+ Strong communication, organization, presentation, and leadership skills to communicate with on and offshore teammates.
+ Analytical Abilities / Financial Acumen - Systematic application of a combination of inductive and deductive reasoning to examine information, interpret results and arrive at well-founded logical conclusions.
**Desired** **Qualifications:**
+ Experience with Tableau dashboard design and Alteryx workflows.
+ Innovative team player who can generate new and creative ideas to complex problems.
+ Working knowledge of Bank of America Expense / Revenue Forecast processes
+ Excel VBA skills
**Skills:**
+ Attention to Detail
+ Business Process Analysis
+ Collaboration
+ Data Quality Management
+ Reporting
+ Data Visualization
+ Financial Analysis
+ Financial Forecasting and Modeling
+ Financial Processing
+ Prioritization
+ Analytical Thinking
+ Business Acumen
+ Business Case Analysis
+ Critical Thinking
+ Decision Making
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Senior Financial Analyst - Financial Business Support
Charlotte, North Carolina
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Summary:**
This job is responsible for serving as a finance partner to specified Lines of Business (LOBs) and providing financial analysis and guidance to support key decisions and initiatives. Key responsibilities include performing forecasting, profitability analysis, expense efficiency, pricing, financial reporting, and generating value creation ideas and new investment business cases. Job expectations include preparing insights to guide management's decision making and evaluating financial performance versus plans, forecasts, and prior periods.
**Responsibilities:**
+ Evaluates Lines of Business (LOB) financial performances and assists with decision making by synthesizing key trends, assessing current and future business risks, and preparing, analyzing, and reporting on financial results and key metrics
+ Develops financial management reports, presentations, and ad hoc analyses for LOBs and/or finance partners
+ Creates forecasts and budgets by comparing current performance against plan, prior periods, prior forecasts, and budgets and evaluating current and future performance trajectory
+ Supports reporting and analysis for key constituents and management, which may include Board of Directors, Investor Relations, and/or various regulatory agencies
+ Collaborates with teams across the Finance division to ensure integrity of the financials, sound controls, and efficient and effective procedures
+ Supports new and ongoing projects and strategic initiatives by creating processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities
**Required Qualifications:**
+ Minimum 3 years of experience in Finance/ Accounting
+ Develop financial management reports, presentations, and ad hoc analyses for LOBs and/or finance partners
+ Excellent communication skills
**Skills:**
+ Attention to Detail
+ Business Process Analysis
+ Collaboration
+ Data Quality Management
+ Reporting
+ Data Visualization
+ Financial Analysis
+ Financial Forecasting and Modeling
+ Financial Processing
+ Prioritization
+ Analytical Thinking
+ Business Acumen
+ Business Case Analysis
+ Critical Thinking
+ Decision Making
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Senior Financial Analyst Business Support

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for serving as a finance partner to specified Lines of Business (LOBs) and providing financial analysis and guidance to support key decisions and initiatives. Key responsibilities include performing forecasting, profitability analysis, expense efficiency, pricing, financial reporting, and generating value creation ideas and new investment business cases. Job expectations include preparing insights to guide management's decision making and evaluating financial performance versus plans, forecasts, and prior periods.

The Global Operations finance team provides expense P&L support for the Global Operations business which supports all lines of business across the enterprise. We also partner with other CFO groups including BFO/ Controller/ Corporate Planning/ EST teams/ and Corporate Strategy, among others. Key priorities for our team are focused on expense support including analytics, month-end close, forecasting and reporting, stress testing, hierarchy maintenance, expense allocations and other ad-hoc support with a high focus on operational excellence.

Responsibilities:

The teammate in this role will be responsible for being the finance support partner for several leaders within the Global Operations organization. The primary focus of the role will include expense management responsibilities such as:

• End to end finance ownership for the groups supported including month-end close, forecasting and reporting, stress testing and expense allocations.
• Preparing, analyzing, reviewing, and submitting monthly accruals
• Creating new processes and innovating on best practices to support the business as a strategic finance and control partner.
• Proactive communicating/partnering with BFOs, LOBs, and other supporting groups.
• Proactively searching for opportunities to automate key functions/reports and eliminate unnecessary work.
• Evaluates Lines of Business (LOB) financial performances and assists with decision making by synthesizing key trends, assessing current and future business risks, and preparing, analyzing, and reporting on financial results and key metrics.
• Develops financial management reports, presentations, and ad hoc analyses for LOBs and/or finance partners.
• Creates forecasts and budgets by comparing current performance against plan, prior periods, prior forecasts, and budgets and evaluating current and future performance trajectory.
• Supports reporting and analysis for key constituents and management, which may include Board of Directors, Investor Relations, and/or various regulatory agencies.
• Collaborates with teams across the Finance division to ensure integrity of the financials, sound controls, and efficient and effective procedures.
• Supports new and ongoing projects and strategic initiatives by creating processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities.
  
  

Required Qualifications:

• Minimum 2 years experience with financial planning, analysis and reporting
• Bachelor's degree in Accounting / Finance or relevant work experience
• Advanced Excel, modeling, data manipulation
• Strong communication, organization, presentation, and leadership skills
• Analytical Abilities / Financial Acumen - Systematic application of a combination of inductive and deductive reasoning to examine information, interpret results and arrive at well-founded logical conclusions. Understanding of accounting concepts (debits / credits, accruals).
  
  

Desired Qualifications:

• Experience in the following:
• ForecastConnect
• SAP/eLedger
• GEP
• Tableau
• Power Query
• Alteryx
• Applies business knowledge to solve business problems and create new opportunities.
• Financial statement analysis experience
  
  

Skills:

• Attention to Detail
• Business Process Analysis
• Collaboration
• Data Quality Management
• Reporting
• Data Visualization
• Financial Analysis
• Financial Forecasting and Modeling
• Financial Processing
• Prioritization
• Analytical Thinking
• Business Acumen
• Business Case Analysis
• Critical Thinking
• Decision Making
  
  

Shift:

1st shift (United States of America)

Hours Per Week:

40 Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Banking

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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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for serving as a finance partner to specified Lines of Business (LOBs) and providing financial analysis and guidance to support key decisions and initiatives. Key responsibilities include performing forecasting, profitability analysis, expense efficiency, pricing, financial reporting, and generating value creation ideas and new investment business cases. Job expectations include preparing insights to guide management's decision making and evaluating financial performance versus plans, forecasts, and prior periods.

The Global Operations finance team provides expense P&L support for the Global Operations business which supports all lines of business across the enterprise. We also partner with other CFO groups including BFO/ Controller/ Corporate Planning/ EST teams/ and Corporate Strategy, among others. Key priorities for our team are focused on expense support including analytics, month-end close, forecasting and reporting, stress testing, hierarchy maintenance, expense allocations and other ad-hoc support with a high focus on operational excellence.

Responsibilities:

The teammate in this role will be responsible for being the finance support partner for several leaders within the Global Operations organization. The primary focus of the role will include expense management responsibilities such as:

• End to end finance ownership for the groups supported including month-end close, forecasting and reporting, stress testing and expense allocations.
• Preparing, analyzing, reviewing, and submitting monthly accruals
• Creating new processes and innovating on best practices to support the business as a strategic finance and control partner.
• Proactive communicating/partnering with BFOs, LOBs, and other supporting groups.
• Proactively searching for opportunities to automate key functions/reports and eliminate unnecessary work.
• Evaluates Lines of Business (LOB) financial performances and assists with decision making by synthesizing key trends, assessing current and future business risks, and preparing, analyzing, and reporting on financial results and key metrics.
• Develops financial management reports, presentations, and ad hoc analyses for LOBs and/or finance partners.
• Creates forecasts and budgets by comparing current performance against plan, prior periods, prior forecasts, and budgets and evaluating current and future performance trajectory.
• Supports reporting and analysis for key constituents and management, which may include Board of Directors, Investor Relations, and/or various regulatory agencies.
• Collaborates with teams across the Finance division to ensure integrity of the financials, sound controls, and efficient and effective procedures.
• Supports new and ongoing projects and strategic initiatives by creating processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities.

Required Qualifications:

• Minimum 2 years' experience with financial planning, analysis and reporting
• Bachelor's degree in Accounting / Finance or relevant work experience
• Advanced Excel, modeling, data manipulation
• Strong communication, organization, presentation, and leadership skills
• Analytical Abilities / Financial Acumen - Systematic application of a combination of inductive and deductive reasoning to examine information, interpret results and arrive at well-founded logical conclusions. Understanding of accounting concepts (debits / credits, accruals).

Desired Qualifications:

• Experience in the following:
• ForecastConnect
• SAP/eLedger
• GEP
• Tableau
• Power Query
• Alteryx
• Applies business knowledge to solve business problems and create new opportunities.
• Financial statement analysis experience

Skills:

• Attention to Detail
• Business Process Analysis
• Collaboration
• Data Quality Management
• Reporting
• Data Visualization
• Financial Analysis
• Financial Forecasting and Modeling
• Financial Processing
• Prioritization
• Analytical Thinking
• Business Acumen
• Business Case Analysis
• Critical Thinking
• Decision Making

Shift:
1st shift (United States of America)

Hours Per Week:
40

Senior Financial Analyst - Business Support
Charlotte, North Carolina
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for serving as a finance partner to specified Lines of Business (LOBs) and providing financial analysis and guidance to support key decisions and initiatives. Key responsibilities include performing forecasting, profitability analysis, expense efficiency, pricing, financial reporting, and generating value creation ideas and new investment business cases. Job expectations include preparing insights to guide management's decision making and evaluating financial performance versus plans, forecasts, and prior periods.
The Global Operations finance team provides expense P&L support for the Global Operations business which supports all lines of business across the enterprise. We also partner with other CFO groups including BFO/ Controller/ Corporate Planning/ EST teams/ and Corporate Strategy, among others. Key priorities for our team are focused on expense support including analytics, month-end close, forecasting and reporting, stress testing, hierarchy maintenance, expense allocations and other ad-hoc support with a high focus on operational excellence.
**Responsibilities:**
The teammate in this role will be responsible for being the finance support partner for several leaders within the Global Operations organization. The primary focus of the role will include expense management responsibilities such as:
+ End to end finance ownership for the groups supported including month-end close, forecasting and reporting, stress testing and expense allocations.
+ Preparing, analyzing, reviewing, and submitting monthly accruals
+ Creating new processes and innovating on best practices to support the business as a strategic finance and control partner.
+ Proactivecommunicating/partneringwith BFOs, LOBs, and other supporting groups.
+ Proactively searching for opportunities to automate key functions/reports and eliminate unnecessary work.
+ Evaluates Lines of Business (LOB) financial performances and assists with decision making by synthesizing key trends, assessing current and future business risks, and preparing, analyzing, and reporting on financial results and key metrics.
+ Develops financial management reports, presentations, and ad hoc analyses for LOBs and/or finance partners.
+ Creates forecasts and budgets by comparing current performance against plan, prior periods, prior forecasts, and budgets and evaluating current and future performance trajectory.
+ Supports reporting and analysis for key constituents and management, which may include Board of Directors, Investor Relations, and/or various regulatory agencies.
+ Collaborates with teams across the Finance division to ensure integrity of the financials, sound controls, and efficient and effective procedures.
+ Supports new and ongoing projects and strategic initiatives by creating processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities.
**Required Qualifications:**
+ Minimum 2 years' experience with financial planning, analysis and reporting
+ Bachelor's degree in Accounting / Finance or relevant work experience
+ Advanced Excel, modeling, data manipulation
+ Strong communication, organization, presentation, and leadership skills
+ Analytical Abilities / Financial Acumen - Systematic application of a combination of inductive and deductive reasoning to examine information, interpret results and arrive at well-founded logical conclusions. Understanding of accounting concepts (debits / credits, accruals).
**Desired Qualifications:**
+ Experience in the following:
+ ForecastConnect
+ SAP/eLedger
+ GEP
+ Tableau
+ Power Query
+ Alteryx
+ Applies business knowledge to solve business problems and create new opportunities.
+ Financial statement analysis experience
**Skills:**
+ Attention to Detail
+ Business Process Analysis
+ Collaboration
+ Data Quality Management
+ Reporting
+ Data Visualization
+ Financial Analysis
+ Financial Forecasting and Modeling
+ Financial Processing
+ Prioritization
+ Analytical Thinking
+ Business Acumen
+ Business Case Analysis
+ Critical Thinking
+ Decision Making
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.