Financial & Headcount Forecasting Lead - Customer Segment Consultant II

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!

The Financial & Headcount Forecasting Lead provides an integrated view of headcount, capacity, workforce movement, and financial forecasts across supported Consumer Investments businesses. The role partners across Finance, Workforce Management, Talent Acquisition, Capacity Planning, and business leadership to translate complex information into clear insights, recommendations, and workforce decisions.

This job is responsible for leading cross-functional initiatives aligned with enterprise strategy and goals, with accountability for strategic planning, execution, and oversight. Key responsibilities include driving process transformation, developing business cases, managing risk across work streams, and ensuring integration across product, channel, and operations teams. Job expectations include influencing decisions, maintaining stakeholder relationships, overseeing change management, and delivering outcomes through governance and performance tracking.

• Own and maintain headcount, licensing, and workforce financial forecast models, ensuring accuracy and alignment with business strategy, capacity needs, and financial plans.
• Lead forecast planning in partnership with Finance, Capacity Planning, Workforce Management, Talent Acquisition, and line-of-business leaders.
• Develop and manage and coordinate the delivery of dashboards, reporting, and executive presentations covering headcount, attrition, recruiting, licensing, and performance against targets.
• Monitor performance against forecast, identify key drivers and risks, and recommend adjustments to staffing, hiring, and workforce plans.
• Provide an integrated view of capacity, workforce movement, and financial commitments across supported businesses.
• Lead stakeholder reviews and translate complex analysis into clear insights, decisions, and actions.
• Deliver scenario analysis and recommendations that support business strategy, workforce efficiency, and responsible growth. Provides oversight and direction for multiple work streams within enterprise initiatives, ensuring alignment with overall transformation goals and business strategy.
• Defines workstream objectives, timelines, and deliverables, and lead disciplined execution to achieve…