Financial Analyst jobs in United States, Indiana, Indianapolis

This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively.

Required Qualifications:

• 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team
• Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
• Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction
• Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability
• Proven record of balancing risk and making sound decisions while achieving business goals
• Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service
• Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
• Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
• Proficiency in computer skills and professional programs (for example, Microsoft Office)
• Must be able to work weekends and/or extended hours and travel to any financial center within the defined market​

Desired Qualifications:

• 1+ years of management experience including hiring, coaching and developing direct reports
• Experience in the following industries: Consumer banking/financial services, mortgage, retail and/or hospitality
• Bachelor’s Degree in related field
• Bilingual (fluent verbal and written)​​

Responsibilities:

• Operates as a back up financial center leader within a market
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
• People Manager & Coach: Knows and develops team members through coaching and feedback.
• Financial Steward: Manages expenses and demonstrates an owner’s mindset.
• Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Skills:

• Coaching
• Customer Service Management
• Customer and Client Focus
• Performance Management
• Talent Development
• Business Operations Management
• Recruiting
• Result Orientation
• Risk Management
• Sales Performance Management
• Inclusive Leadership
• Leadership Development
• Prioritization
• Problem Solving
• Referral Management

High School Diploma / GED / Secondary School or equivalent

This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.

Responsibilities:

• Develops talent, including proactive sourcing of candidates
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
• People Manager & Coach: Knows and develops team members through coaching and feedback.
• Financial Steward: Manages expenses and demonstrates an owner’s mindset.
• Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Skills:

• Coaching
• Customer Service Management
• Customer and Client Focus
• Performance Management
• Talent Development
• Business Operations Management
• Recruiting
• Result Orientation
• Risk Management
• Sales Performance Management
• Inclusive Leadership
• Leadership Development
• Prioritization
• Problem Solving
• Referral Management

Required Qualifications:

• 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
• Can interpret performance results, find opportunities to drive success and hold others accountable to results
• Must be able to work weekends and/or extended hours

Desired Qualifications:

• 1+ years of management experience including hiring, coaching and developing direct reports
• Experience in financial services and knowledge of financial services industry, products and solutions
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded
• Bilingual skills​

High School Diploma / GED / Secondary School or equivalent

DESCRIPTION:

QUALIFICATIONS:

Minimum education and experience required: Bachelor's degree in Finance, Business Administration, Information Technology, Information Systems, Cybersecurity, Data Management, Data Analytics, or related field of study plus 7 years of experience in the job offered or as Tech Audit Manager, Assistant Vice President - Technology Auditor, Associate - Senior Technology Auditor, Associate - Risk & Controls, Team Lead - Identity and Access Administration, or related occupation.

Skills Required: This position requires seven (7) years of experience with the following: planning and leading technology audit coverage, including both integrated and technology general control reviews; assessing IT General Controls, including system development practices, management of production events and incidents, technology resiliency, data protection, technology access controls, data management (including data use, storage, retention, and purging), and overall technology governance processes; evaluating Application Controls, including system functionality, completeness and accuracy of system interfaces through both batch and real-time processing, and business use of data models; documenting the designs of tested controls, the independent testing approach, and the operating effectiveness of the controls tested; conveying status updates and observations to key stakeholders, including Senior Management; evaluating and determining the adequacy of tested controls, and assessing the probability and impact of control weaknesses by considering the risk to the business and technology in an integrated manner; guiding staff on engagement for controls in scope, performing quality reviews of work performed, and providing constructive feedback to ensure audit workpapers meet department quality standards.

This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.

Required Qualifications:

• 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
• Can interpret performance results, find opportunities to drive success and hold others accountable to results
• Can be flexible to work weekends and/or extended hours as needed

Desired Qualifications:

• 1+ years of management experience including hiring, coaching and developing direct reports
• Experience in financial services and knowledge of financial services industry, products and solutions
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded
• Bilingual skills​

Responsibilities:

• Develops talent, including proactive sourcing of candidates
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
• People Manager & Coach: Knows and develops team members through coaching and feedback.
• Financial Steward: Manages expenses and demonstrates an owner’s mindset.
• Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Skills:

• Coaching
• Customer Service Management
• Customer and Client Focus
• Performance Management
• Talent Development
• Business Operations Management
• Recruiting
• Result Orientation
• Risk Management
• Sales Performance Management
• Inclusive Leadership
• Leadership Development
• Prioritization
• Problem Solving
• Referral Management

High School Diploma / GED / Secondary School or equivalent

Job Category

Job Details

:
The primary responsibility of this role is to support the Digital Enterprise Technology (DET) team. You will be responsible for providing decision support through financial analysis to ensure optimal returns on strategic investments. A key part of this is owning the centralized workforce budget, where you will partner directly with DET leaders to help them understand their budget envelope and drive effective management of their resources. The ideal candidate will have strong financial and analytical skills, excelling at extracting insights from data with a process improvement mindset. Additionally, this individual is expected to have exceptional communication skills, the ability to successfully manage ambiguity, and demonstrate the ability to independently problem solve. This individual is also expected to be an integral player in important cross-functional, organization-wide initiatives and projects.
Responsibilities:

• Independently build flexible and dynamic reporting to allow for maximum visibility to both short and long-term strategic investment decisions.

• Support the annual and quarterly planning process across Digital Enterprise Technology (DET) leaders, ensuring their monthly and quarterly reporting decks are accurate and up to date.

• Manage centralized workforce planning across DET by building and maintaining workforce budget models and tracking key labor cost metrics.

• Serve as a data expert, leveraging Tableau to build automated, meaningful, and digestible reports and dashboards that provide real-time insights to business partners.

• Utilize advanced financial modeling and analysis to evaluate strategic investments and provide recommendations that drive optimal returns.

• Proactively identify and drive process improvement and standardization across the Finance and Strategy organization.

• Partner with business and accounting teams to understand and analyze monthly budget variances, and present actionable insights that help the organization flex and react to short-term changes.

Required Qualifications:

• Bachelor's degree or equivalent relevant experience required. Experience will be evaluated based on the Core Competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)

• 3+ years of relevant work experience

• Experience building financial and decision support models, along with good analytical and independent problem-solving skills

• High degree of comfort with ambiguity and an ability to effectively multi-task in a fast-paced, quickly changing environment

• Ability to work cross-functionally and influence at all levels within the organization

• Expertise in Microsoft Excel is essential, with a strong preference for proficiency in data analysis and modeling

• Good communication skills (written and verbal) with an ability to explain complex issues in an understandable way

• Intellectual curiosity, fueled by a proactive approach to continuously expand one’s skillset

• Highly motivated, self-aware, collaborative, and responsive

• Hands-on experience with Tableau, Hyperion, and Workday is highly preferred

This role is hybrid and goes into the office 3 days per week in Indianapolis, IN or Atlanta, GA.

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and

If you require assistance due to a disability applying for open positions please submit a request via this.

Posting Statement

Job Category

Job Details

ROLE RESPONSIBILITIES:

• Lead Strategic Analysis: Perform analyses of current-state feedback streams and quarterly planning datasets to deliver critical insights and strategic recommendations, driving stronger alignment with the field and actionable business impact.
• Develop the "Voice of the Field": Synthesize vast amounts of qualitative and quantitative data to create compelling, widely distributed "Voice of the Field" reports that drive tangible changes in Enablement org.
• Master Data Storytelling & Visualization: Design, build, and maintain sophisticated and intuitive dashboards in Tableau. Go beyond just building charts to evangelize their use, empowering stakeholders with self-service analytics and telling compelling stories that drive action.
• Consult & Partner: Act as a data consultant to internal stakeholders. Build strong cross-functional relationships with our technical and non-technical partners to solve complex data challenges.
• Champion Enablement: Develop and deliver training on new dashboards and analytical tools, fostering a data-driven culture across the Enablement org.

MINIMUM REQUIREMENTS:

• Educational degree and/or 3-5 years in a highly analytical role or strategy department
• Experience/Certificationwith Tableau required
• Advanced skills in Microsoft Excel and Google Sheets and in working with large datasets
• Experience with Salesforce platform and AI tools preferred
• Experience in Sales Enablement and the sales environment (sales performance and enablement metrics) preferred
• Outstanding problem solving skills: consistent track record to ask questions, structure sophisticated problems, develop solutions and recommendations
• Strong communication skills to translate complex concepts into easily digestible insights for both technical and non-technical audiences, including senior leadership
• Flexibility and ability to adjust on the fly to new demands; sense of urgency
• Highly collaborative style with strong networking skills across business functions
• Passionate around quantitative analysis, Excel, and reasoning

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and

If you require assistance due to a disability applying for open positions please submit a request via this.

Posting Statement