Senior Finance Analyst - Planning and Analysis (ML Data Analytics & IC Support)

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Job Summary:

This role sits in Merrill Wealth Management Finance and focuses on building analytics solutions for balances, flows, and performance metrics. You will use SQL to explore and extract data from enterprise tables, design scalable reporting datasets, and deliver dashboards and automated reporting that improve decision-making and reduce manual effort across the areas of the workflow.

Line of Business Description:

This role is predominately focused on Merrill Wealth Management finance support. Merrill serves high-net-worth and ultra-high-net-worth individuals, businesses, institutions, and organizations. Anchored in financial planning, their personal advisor relationships help individual investors, and their families plan for and achieve their unique financial goals by investing and providing access to banking and lending services. The Regional Banking & Wealth Management Finance team works to support the Merrill business leaders by providing all aspects of financial reporting, planning, and analytics. Our team acts as a trusted partner enabling better decisions through transparency and strategic insights.

Responsibilities:

• Write and optimize SQL queries to extract, validate, and reconcile finance and business metrics from enterprise data tables

• Build repeatable reporting datasets and automate recurring monthly/weekly deliverables (reduce manual Excel effort)

• Develop dashboards and executive-ready reporting (Power BI/Tableau/Excel) to track balances, flows, profitability, and IC drivers

• Partner with FP&A, controllership, and business teams to translate questions into data requirements and clear analytical outputs

• Perform variance analysis vs plan/forecast/prior period and explain drivers using data-backed storytelling

• Implement controls/QA checks (reconciliations, tie-outs, data quality flags) to ensure reliable outputs

• Improve processes by documenting logic, creating standardized definitions, and enabling self-serve reporting

Required Qualifications:

• 3+ years of work experience in finance analytics, FP&A, business analytics, or data-centric financial reporting

• SQL experience (writing joins, aggregations, CTEs; comfortable exploring unfamiliar tables)

• Advanced Excel skills (Power Query / Power Pivot strongly preferred)

• Experience building reporting/dashboards and automating recurring deliverables

• Strong problem-solving skills; able to independently investigate data issues and propose solutions

• Strong written/verbal communication; can explain “what changed and why” to non-technical partners

• Strong control mindset (reconciliations, documentation, repeatability)

Desired Qualifications:

• BS/BA Finance / Accounting

• Desire to learn and leverage emerging technologies (Tableau, Alteryx, Workiva, Picklinks, Power Query, Power Pivot)

• Knowledge of the GWIM business and associated corporate functions

• Deep understanding of corporate finance calendar and deliverables

• SAP/eLedger

Skills : Financial Processing, Analytical Thinking, Attention to Detail, Financial Accounting, Financial Forecasting and Modeling, Reporting, Scenario Planning and Analysis, Consulting, Critical Thinking, Business Analytics, Business Acumen, Influence, Prioritization, Problem Solving

Shift:

1st shift (United States of America)

Hours Per Week:

40