Financial Solutions Advisor providing comprehensive financial advice to clients at Bank of America. Helping clients achieve financial goals by recommending investment strategies and products in a collaborative environment.
About the role
- FP&A Analyst supporting corporate finance with strategic financial analysis and reporting. Collaborating across departments to enhance financial visibility and insights for leadership.
Responsibilities
- Collaborate with cross-functional teams (Accounting, Operations, Development, and Corporate Finance) to align on performance metrics, monthly results, forecasts, and risk/opportunity assessments.
- Leverage financial and operational data to create and enhance management reporting for assigned business lines and/or enterprise-level reporting.
- Support the enhancement of monthly financial reporting by integrating operational data to improve enterprise performance visibility.
- Analyze financial and operational trends to identify opportunities and communicate key insights to leadership.
- Assist in developing and maintaining management reports for monthly, quarterly, and annual analysis, including profitability, segment metrics, and capital utilization.
- Support the consolidation and analysis of annual budgets and forecasts.
- Present financial and operational results on a regular and ad hoc basis to stakeholders.
- Contribute to the development of performance dashboards and predictive financial models.
- Perform additional duties and projects as assigned.
Requirements
- Bachelor’s degree in Finance, Accounting, Mathematics, or a related field required
- MBA or CPA strongly preferred
- Minimum of 2 years of relevant experience in financial planning, financial analysis, data mining, or financial modeling
- FP&A, accounting, and/or financial consolidation background preferred
- Experience using financial systems and advanced Excel skills (financial modeling, data management)
- Experience working cross-functionally with stakeholders across multiple business functions
- Healthcare, hospital, ASC, or joint venture industry experience preferred.
Benefits
- Comprehensive health, dental, and vision insurance
- Health Savings Account with an employer contribution
- Life Insurance
- PTO
- 401(k) retirement plan with a company match
- And more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Financial Solutions Advisor providing comprehensive financial advice and customized solutions to clients to achieve their financial goals. Assisting clients with brokerage products and investment strategies to align with their needs.
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