1+ months

Sr Fin Analyst Fin Bus Supp

Charlotte, NC 28230
**Job Description:**

This role is predominately focused on: Business Support/BFO

The Merrill Lynch Wealth Management BFO Team provides direct support to the US Wealth Management and Private Wealth Management units within MLWM. The primary focus of this role is providing insightful, compelling, and actionable reporting and analysis of financial and other KPI results for one or more of USWM's six divisions and to support the ongoing planning and target-setting routines of the business. The individual in this role acts as a trusted and strategic business partner who can influence results in a proactive and efficient manner. The BFO team interacts across all levels of the Wealth Management organization including Division Leadership, Support Partners, and COO as well as the GWIM finance team.

Activities include:

+ Producing monthly reports and analyzing market and division performance (financials and KPIs) against established targets or other points of comparison;

+ Providing analytical support for market-specific initiatives;

+ Creating financial or other analyses in response to business questions or emerging trends and priorities;

+ Developing performance metric methodologies and establishing division and market-level targets for key business initiatives;

+ Actively participating in financial process improvement across the organization, including the automation and standardization of business reports and their underlying processes.

**_Enterprise Role Overview_**

_Responsible for more complex finance activities involving implementation of strategic plans, profitability analysis, forecasting and financial reporting for a business unit or associate area. Supports achievement of business goals by working on more complex activities or projects with others within the unit and with partners. Leads projects and coordinates resources. Can manage partner relationships._

**Required Skills**

+ BS/BA required - Finance/Accounting preferred

+ Advanced Excel, financial modeling, data manipulation

+ Forecast and planning experience

+ Strong relatable business acumen in reporting (P&L, organization hierarchy, business segments)

+ Strong business partnering experience / skills including the ability to interact, communicate and influence equally well within all levels of an organization

+ Analytical Abilities/Financial Acumen/Problem Solving

**Desired Skills**

+ Comfort working with complex Financial Products


+ Management accounting experience

+ EPM/eLedger

+ Familiarity with suite of CFO automation tools (e.g., Alteryx, FactSet, Tableau, Workiva)

+ Project management experience

**Additional Desired Skills ("How Skills")**

Effectively work with others / business partnering



Time management


Business mastery


**Posting Date** : 06/05/2019

**Location** :


- United States

**Travel** : Yes, 5% of the time

**Full / Part-time** : Full time

**Hours Per Week** : 40

**Shift** : 1st shift

**Assistance for Applicants with Disabilities**

Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please visit the Applicants with Disabilities page at http://careers.bankofamerica.com/us/applicants-with-disabilities .

**Diversity & Inclusion**

At Bank of America, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. 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.

**Frequently Asked Questions**

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  • Banking / Finance
Posted: 2019-06-07 Expires: 2019-09-05

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Sr Fin Analyst Fin Bus Supp

Bank of America
Charlotte, NC 28230

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