Senior Project Consultant - Finance Solutions (Innovation and Emerging Tech Lead)

Senior Project Consultant - Finance Solutions (Innovation and Emerging Tech Lead)

Charlotte, North Carolina

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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!

Job Description:

This job is responsible for managing a portfolio of projects to support Operational Excellence and drive Responsible Growth. Key responsibilities include partnering with stakeholders to understand and provide insight into processes to optimize and manage operational efficiency and/or associated costs. Job expectations include outlining processes/activities, associated talent, and cost outputs to drive solutions, and improvements through standardization, automation, and other process improvement ideas.

Role Purpose:

Drive adoption and optimization of emerging technology tools across the team, ensuring efficiency, scalability, and alignment with strategic objectives. This role serves as both a technical expert and a strategic partner, enabling the organization to fully leverage advanced capabilities such as AI.

Responsibilities:

• Builds relationships and partners closely with line of business stakeholder(s) to ensure successful completion of projects and interpretation of results

• Leads daily activities of project activities and deliverables

• Integrates capabilities with key enterprise initiatives such as Operational Excellence, Simplify and Improve and organizational health

• Serves as change catalyst by identifying efficiency opportunities and driving change

Additional Responsibilities:

• Emerging Tech Enablement Partner with onshore and offshore teams to implement and scale tools includingAI solutions (Flare and Copilot), Alteryx, andTableau

• AI Strategy & Integration Develop and execute a roadmap for leveragingAI capabilitiesto enhance processes, analytics, and decision-making

• Workflow Optimization Ensure allAlteryx workflowsare efficient, standardized, and aligned with best practices to maximize performance and minimize risk

• Governance & Standards Establish and maintain best practices for technical documentation and controls

• Technical Resource & Support Serve as a go-to technical expert for team members, providing guidance, troubleshooting, and development assistance for emerging tech tools

• Innovation Advocacy Promote a culture of continuous improvement by identifying opportunities to automate, streamline, and enhance business processes

Required Qualifications:

• 7+ years of experience in roles where technology has been utilized to drive automation and process improvement

• Catalyst for change and a proven track record of implementing innovative solutions and fostering a culture of operational excellence

• Experience driving efficiency improvements through process re-engineering and the strategic adoption of new technologies

• Entrepreneurial and strategic mindset, self-starter, with excellent anticipation skills; problem solving; follow up

• Extensive experience with automation tools (e.g. Alteryx, Copilot, etc.) and data visualization tools (e.g. Tableau)

• Strong communication skills (written, verbal and interpersonal) including tact, diplomacy and ability to influence multiple stakeholders

• Proficient in Microsoft business applications

Desired Qualifications:

• Experience within The CFO Group, with a strong understanding of CFO processes and tools

Skills: Analytical Thinking, Collaboration, Influence, Presentation Skills, Stakeholder Management, Business Analytics, Consulting, Data Mining, Data Visualization, Innovative Thinking, Process Design, Process Management, Program Management, Project Management, Strategy Planning and Development

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

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Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.