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

Bank of America•Charlotte, NC

fulltime

Finance and Sales

7+ years

About the role

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 including AI solutions (Flare and Copilot), Alteryx, and Tableau
AI Strategy & Integration Develop and execute a roadmap for leveraging AI capabilities to enhance processes, analytics, and decision-making
Workflow Optimization Ensure all Alteryx workflows are 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

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