Team Leader - Financial Planning and Analysis (FP&A)

Team Leader

Job Description:

About Us

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Global Business Services

Global Business Services supports all  Lines of Business and control functions of Bank of America through a centrally managed, globally integrated delivery model and globally resilient operations. Global Business Services is recognized for flawless execution, sound risk management, operational resiliency, operational excellence and innovation. In India, we are present in five locations and operate as BA Continuum India Private Limited (BACI), a non-banking subsidiary of Bank of America Corporation and the operating company for India operations of Global Business Services. 

Process Overview*

The CFO India platform provides offshore finance delivery and transformation support to Line of Business (LOB) and Enterprise Finance teams, delivering end‑to‑end CFO capabilities across financial accounting and close, financial control and compliance, financial planning and analysis, management and regulatory reporting, financial operations, finance systems, and finance change and ledger modernization initiatives.

Global Finance was set up in 2007 as a part of the CFO Global Delivery strategy to provide offshore delivery to Line of Business and Enterprise Finance functions. The capabilities hosted include Legal Entity Controllership, General Accounting & Reconciliations, Regulatory Reporting, Operational Risk and Control Oversight, Finance Systems Support, etc.

Our group supports the Finance function for the Consumer Banking, Wealth and Investment Management business teams across Financial Planning and Analysis, period end close, management reporting and data analysis.

Job Description*

• The candidate will be responsible for Financial Planning and Analysis (FP&A) and reporting for the Consumer and/or Wealth business.
• The work would be a mix of standard and ad-hoc deliverables based on dynamic business requirements.
• Technical competency is essential to build processes which ensure data quality and completeness across all projects / requests related to business.
• The core responsibility of this individual is process management to achieve sustainable, accurate and well controlled results.
• Candidate should have a clear understanding of the end-to-end process (including its purpose) and a discipline of managing and continuously improving those processes.

Responsibilities*

• Preparation of various FP&A reports (revenue, other KPIs etc.) including performing variance analysis
• Perform month end activities
• Responsible for the preparation of various business reviews and ad-hoc financial analysis to support senior management decisions
• Be a key contributor to business initiatives that require subject matter expertise.
• Extremely good with numbers and ability to present various business/finance metrics, detailed analysis, and key observations to US partners. 

Requirements*

Education*

MBA finance

Experience Range*

0-2 years of experience in Financial reporting and planning

 Foundational skills*

• Basic working knowledge of Finance and Data Analysis
• Strong computer skills, including MS excel, power point
• Strong communication skills (both verbal and written), Interpersonal skills and relationship management skills
• Fundamental understanding of risk management and internal controls
• Highly motivated, able to work independently, self-starter and problem solving skills

Desired skills

• Ability to effectively manage multiple priorities under pressure, and deliver as well as being able to adapt to changes
• Able to work in a fast paced, deadline-oriented environment
• Good knowledge of financial/banking products
• Hands‑on experience using Microsoft 365 Copilot or equivalent generative AI tools to accelerate writing, analysis, and presentation of business deliverables
• Ability to frame effective prompts to generate accurate, relevant, and reusable AI outputs
• Experience leveraging AI for data analysis and insight generation, including variance analysis, trend identification, and preparation of executive‑ready summaries
• Sound judgment and risk awareness, including the application of appropriate checks, controls, and human review when leveraging tools, data, or automated outputs
• Ownership and accountability for end‑to‑end outcomes, quality, and timelines, with proactive escalation of risks and issues
• Problem‑solving mindset, with the ability to analyze complex issues, apply sound judgment, and propose practical solutions in ambiguous or evolving situations
• Learning agility and change readiness, with comfort in adapting to new tools, processes, and ways of working, including effective use of AI‑enabled tools where relevant
• Strong collaboration and executive‑level communication skills, with the ability to work effectively across teams, functions, and geographies using clear, concise, and professional communication

Work Timings*

1:30 pm to 10:30 pm (will require to stretch 7-8 days in a month to meet critical deadlines)

Job Location*

Mumbai

Experience Level

Senior Level