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CFO - Senior Analyst - Asset Liability Management Treasury Analytics and Forecasting

AT Bank of America
Bank of America

CFO - Senior Analyst - Asset Liability Management Treasury Analytics and Forecasting

Atlanta, GA

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

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Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:
Oversee daily trend analysis on the balance sheet. Manage projects for executive management including, but not limited to forecasting, securitization, deposit pricing, and annual report disclosures. Works with a high level of autonomy and assists with training of junior staff.

Balance Sheet Management (BSM) is a division within the CFO group responsible for providing executive management with accurate and timely forecasts of the balance sheet and Net Interest Income (NII). Another critical BSM function is the measurement and analysis of Interest Rate Risk (IRR) using various methods. This information provides the framework that allows the company to position its balance sheet consistent with its risk appetite and expectations for changes in interest rates. BSM maintains close partnerships with various groups across the enterprise, providing key input to critical processes and strategic decisions. Coordination with Global Risk, Model Risk, Investment Securities Portfolio Managers, and other Treasury teams facilitates strategic ALM decisions within a controlled framework.

The Forecast Integration Treasury Analytics and Forecasting team partners with Treasury and non-Treasury functions to support dynamic forecasting approach with particular focus on legal entity, capital, and liquidity results; also works with ALM TAF and Funding TAF to ensure tight integration across portfolios given complementary mandates.

This role primarily focuses on forecasting, management reporting, and analysis.

What you can expect:

This is a role that will have end-to-end ownership of the other assets/other liabilities and intercompany forecast. The Analyst will work closely with business partners across balance sheet management and the broader treasury function. You will have the opportunity to deepen technical skills as we work to enhance our analytical capabilities through the use of a variety of tools. This is a Senior Analyst role where you will have the ability to lead projects and drive change within the organization.

The Analyst will deliver Operational Excellence via actions that promote simplicity, continuous improvement and innovation, e.g. generating ideas to improve work and data ownership, developing new tools to simplify and improve our analytical capabilities. Seek opportunities to reduce operational risk and by becoming more efficient.

Skills & Qualifications:

  • Minimum 2 years of experience in data analytics with emphasis on net interest income, cash flows, or risk analytics
  • Finance/Accounting knowledge - experience in balance sheet management, forecasting, or other Corporate Treasury functions
  • Ability to manage multiple priorities in a time sensitive environment
  • Ability to work across multiple teams in a collaborative environment
  • Proficient in MS Office tools, especially Microsoft Excel & SQL skills
  • Inquisitive, willing to challenge the status quo and strive to improve processes
  • Analytical Thinking
  • Data and Trend Analysis
  • Financial Analysis
  • Financial Forecasting and Modeling
  • Reporting
  • Adaptability
  • Attention to Detail
  • Regulatory Compliance
  • Risk Analytics
  • Scenario Planning and Analysis
  • Benchmarking
  • Business Acumen
  • Business Analytics
  • Financial Management

Desired Skills & Qualifications:

  • Bachelor's degree in Finance, Business, Accounting, Quantitative, Economics
  • Experience analyzing fixed income securities, interest rate derivatives
  • Technical Business Analyst skills (SQL, VBA, Tableau, Alteryx, Python a plus)
  • CFA or pursuing CFA a plus

Shift:
1st shift (United States of America)

Hours Per Week:
40

Client-provided location(s): Atlanta, GA, USA; Charlotte, NC, USA
Job ID: BankOfAmerica-JR-24046212
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • FSA
    • HSA
    • On-Site Gym
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
  • Vacation and Time Off

    • Leave of Absence
    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
    • Sabbatical
  • Financial and Retirement

    • Performance Bonus
    • Company Equity
    • 401(K) With Company Matching
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
    • Tuition Reimbursement
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program