Senior Data Analyst – Enterprise Customer Profitability

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!

This role will support Enterprise Customer Profitability (a.k.a. Profit), which is an enterprise application and authorized data source which produces risk adjusted profitability data for ~ 210MM customer accounts each month utilizing instrument level operational data. The scope of enterprise customer profitability spans the following lines of business:

Retail and Preferred
Merrill
Private Bank
Business Banking
Global Commercial Bank
Global Corporate and Investment Banking
Global Markets

As a member of the Enterprise Customer Profitability (ECP) team, this associate will support data analytics and controls, business partner education and consultation including support for research and ad hoc requests, financial transparency into Profit and General Ledger differences, change projects, and process improvements. Primary area of support will be Investments and Deposits products.

Primary responsibilities include:

Support Profit monthly production with analysis, execution of controls and communications to ensure timely and accurate data delivery
Demonstrate proficiency of Profit methodologies, logic, data lineage and understand strategic uses of customer profitability data
Field user questions regarding differences between Profit and General Ledger data
Present to business partners including senior management to improve overall understanding of Profit data and the benefits it provides
Partner with Line of Business Finance, Operations, Marketing and Tech Teams – to understand and/or identify opportunities for integrating Profit data into internal management routines
Participate in developing requirements, supporting design and execute testing for Profit changes

Required Qualifications

5+ years of finance support experience in the banking/financial services industry
Strong finance acumen with understanding of banking products and financial statements
Strong research & analytic skills using querying tools and Excel
Ability to translate data into information and create the ‘story’ for end users
Excellent written and oral communication and presentation skills
Self-starter with ability to manage multiple tasks/responsibilities simultaneously
Ability to build strong working relationships to effectively navigate across the ECP organization and with various business partners

Desired Qualifications

Accounting, Finance or Business degree, preferred
Experience working with cross functional technology, product and finance teams
SQL knowledge, a plus
Familiarity with Bank of America’s financial reporting tools (i.e., eLedger), a plus