Senior Data Analyst – Enterprise Customer Profitability

Charlotte, United States

Bank of America

What would you like the power to do? At Bank of America, our purpose is to help make financial lives better through the power of every connection.

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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
  • Usage and familiarity with Enterprise Customer Profitability (Profit) data, a plus

Skills:

  • Data Collection and Entry
  • Data Management
  • Data Modeling
  • Issue Management
  • Policies, Procedures, and Guidelines Management
  • Analytical Thinking
  • Collaboration
  • Data Governance
  • Data Quality Management
  • Data and Trend Analysis
  • Business Acumen
  • Controls Management
  • Production Support
  • Regulatory Compliance
  • Solution Design

Shift:

1st shift (United States of America)

Hours Per Week: 

40
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* Salary range is an estimate based on our AI, ML, Data Science Salary Index 💰

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Tags: Banking Data Analytics Data governance Data management Data quality Excel Finance Research SQL Testing

Perks/benefits: Career development Transparency Wellness

Region: North America
Country: United States

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