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Manager Finance Business Support – Automation Lead, Finance Technology, Automation & Controls

Charlotte, North Carolina;Pennington, New Jersey; Newark, Delaware

Job Description:

As an Automation Lead, this individual contributor is responsible for driving continual Finance process efficiencies through automation, primarily utilizing emerging desktop tools such as Alteryx, FactSet, Tableau, and Workiva as well as optimizations within Excel using functionality such as PowerQuery and VBA. There is an expectation that this automation lead will routinely interact with their business partners to understand their processes and identify opportunities to automate, improve and streamline process. In an effort to drive, deliver and design solutions to our business partners, activities will include gathering requirements, testing and end-user education as needed. Additionally this role will work in partnership with the analysts on the team to implement and drive these solutions. At times, responsibilities may also include managing BAU processes to ensure appropriate SME coverage when required.

Key Responsibilities include:

• Managing and improving the work: full understanding of the work processes, continuous focus on process improvement through simplification, innovation and use of emerging technology tools, and understanding data sourcing and transformation

• Drive Operational Excellence; develop and execute strategies to constantly be improving the work we do across CFO and how we get the work done

• Managing risk: managing and reducing all risk, proactively identify risks, issues and concerns and manage controls to help drive responsible growth (ex: Compliance, Operational – SAFER, SIAIs, procedures, data management, etc), establish a risk culture to encourage early escalation and self-identifying issues

• Effective communication: deliver transparent, concise and consistent messaging while influencing and leading - drive change across teams

• Partner with individual contributors and customers of the horizontal regarding capacity planning, performance & development, skill sets, learning opportunities

• Collaborate with Horizontal leaders across the Consumer/GWIM organization to drive consistency and efficiency in communication, accountability and change execution

• Ensure to understand and deliver the whole company, including ESG awareness and community involvement

Leadership Competencies:

• Navigate a complex and matrix line of business

• Think strategically and drive change / execution

• Financial expertise with knowledge of the company’s lines of business and products

• Proven performance record to influence others to perform and deliver well controlled results

• Ability to influence and gain support of analysts, individual contributors and customers of the horizontal

• Drives accountability on delivering results, managing risk, and associate development across the broader team

Required Skills:

• Bachelor's degree (Finance / Accounting preferred) and/or equivalent work experience

• 7+ years of professional/demonstrated work experience within financial services industry

• Proficiency with 2 or more desktop automation tools (Alteryx, FactSet, Tableau, Workiva, SharePoint)

• Advanced Excel Skills (i.e. PowerQuery, VBA macros) in addition to proficiency across the Microsoft Office suite (Excel, PowerPoint, Word, Outlook, OneNote)

• Working knowledge of various Financial systems EPM/eLedger/BPC Capability to decompose complex issues and drive timely decisions, knowing when to engage others and when to act independently

• Excellent time management skills with the ability to meet critical deadlines

• Superior ability to communicate concepts and ideas both verbally and in written form

• Strong interpersonal skills and the ability to work cohesively within a team oriented environment

• Self-motivated to consistently achieve personal standards of excellence

• Strong attention to detail coupled with control oriented mindset

• Ability to identify process improvement opportunities and take ownership of ascertaining possible solutions and carrying through to completion their implementation

• Ability to balance multiple priorities in a fast-paced, dynamic and fluid environment

• Strong business partnering experience / skills including the ability to interact, communicate and influence equally well both within all levels of an organization and across multiple groups.

• Exceptional attention to detail and organizational skills

Job Band:

H4

Shift:

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

2000

Job Description:

As an Automation Lead, this individual contributor is responsible for driving continual Finance process efficiencies through automation, primarily utilizing emerging desktop tools such as Alteryx, FactSet, Tableau, and Workiva as well as optimizations within Excel using functionality such as PowerQuery and VBA. There is an expectation that this automation lead will routinely interact with their business partners to understand their processes and identify opportunities to automate, improve and streamline process. In an effort to drive, deliver and design solutions to our business partners, activities will include gathering requirements, testing and end-user education as needed. Additionally this role will work in partnership with the analysts on the team to implement and drive these solutions. At times, responsibilities may also include managing BAU processes to ensure appropriate SME coverage when required.

Key Responsibilities include:

• Managing and improving the work: full understanding of the work processes, continuous focus on process improvement through simplification, innovation and use of emerging technology tools, and understanding data sourcing and transformation

• Drive Operational Excellence; develop and execute strategies to constantly be improving the work we do across CFO and how we get the work done

• Managing risk: managing and reducing all risk, proactively identify risks, issues and concerns and manage controls to help drive responsible growth (ex: Compliance, Operational – SAFER, SIAIs, procedures, data management, etc), establish a risk culture to encourage early escalation and self-identifying issues

• Effective communication: deliver transparent, concise and consistent messaging while influencing and leading - drive change across teams

• Partner with individual contributors and customers of the horizontal regarding capacity planning, performance & development, skill sets, learning opportunities

• Collaborate with Horizontal leaders across the Consumer/GWIM organization to drive consistency and efficiency in communication, accountability and change execution

• Ensure to understand and deliver the whole company, including ESG awareness and community involvement

Leadership Competencies:

• Navigate a complex and matrix line of business

• Think strategically and drive change / execution

• Financial expertise with knowledge of the company’s lines of business and products

• Proven performance record to influence others to perform and deliver well controlled results

• Ability to influence and gain support of analysts, individual contributors and customers of the horizontal

• Drives accountability on delivering results, managing risk, and associate development across the broader team

Required Skills:

• Bachelor's degree (Finance / Accounting preferred) and/or equivalent work experience

• 7+ years of professional/demonstrated work experience within financial services industry

• Proficiency with 2 or more desktop automation tools (Alteryx, FactSet, Tableau, Workiva, SharePoint)

• Advanced Excel Skills (i.e. PowerQuery, VBA macros) in addition to proficiency across the Microsoft Office suite (Excel, PowerPoint, Word, Outlook, OneNote)

• Working knowledge of various Financial systems EPM/eLedger/BPC Capability to decompose complex issues and drive timely decisions, knowing when to engage others and when to act independently

• Excellent time management skills with the ability to meet critical deadlines

• Superior ability to communicate concepts and ideas both verbally and in written form

• Strong interpersonal skills and the ability to work cohesively within a team oriented environment

• Self-motivated to consistently achieve personal standards of excellence

• Strong attention to detail coupled with control oriented mindset

• Ability to identify process improvement opportunities and take ownership of ascertaining possible solutions and carrying through to completion their implementation

• Ability to balance multiple priorities in a fast-paced, dynamic and fluid environment

• Strong business partnering experience / skills including the ability to interact, communicate and influence equally well both within all levels of an organization and across multiple groups.

• Exceptional attention to detail and organizational skills

Shift:

1st shift (United States of America)

Hours Per Week:

40

Learn more about this role

Full time

JR-22041901

Band: H4

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Kristen Perry

Referral Bonus:

2000

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 and affirmative action, 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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