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Bank Of America Senior Data Analyst - CFO Management Controls United States, North Carolina, Charlotte
Managing a portfolio of BAU and Initiative project work specific to the enterprise’s Authorized Data Source – serving many LOBs as well as critical risk & loss mitigation functions –...
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...
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...
Manages client traffic, engaging and appropriately routing clients, and fosters client retention. Manages business results through formalized management routines and coaching. Creates a world class client experience environment. Manages market-level...
Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life...
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Managing a portfolio of BAU and Initiative project work specific to the enterprise’s Authorized Data Source – serving many LOBs as well as critical risk & loss mitigation functions –...
Are you looking for an exciting and stimulating career in the technology industry? A financial planning analyst position with Expoint may be the perfect opportunity for you! As a financial planning analyst, you will play a critical role in helping the tech industry understand financial planning and budgeting.
You will monitor the budgeting process and provide financial analysis to ensure a successful financial strategy. With superior analytical and problem-solving skills, you will be responsible for forecasting and forecasting operations, financial models, and developing plans for the company’s overall development. You’ll use data from past financial performance to make predictions and project future trends, determine potential risks, and develop corrective strategies.
In addition to your financial planning and analysis responsibilities, you’ll also be an important point of contact between the company’s internal (including accounting and finance) and external stakeholders. You’ll work collaboratively with other departments to ensure budget goals and objectives are met.
This position requires someone with a high degree of energy and self motivation. A keen attention to detail, excellent organization skills and the ability to work accurately and efficiently under pressure will be essential. Excellent communication and interpersonal skills are also important, as you’ll need to build and sustain strong relationships with stakeholders. Knowledge of the tech industry and financial forecasting and budgetary experience are also ideal qualifications.
So, if you’re interested in taking the next step in your career and joining a fast-growing and innovative technology company, a financial planning analyst position with Expoint could be the opportunity for you!