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Team Leader

Gurugram, India

Job Description:


Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. We are committed to attracting and retaining top talent across the globe to ensure our continued success. Along with taking care of our customers, we want to be the best place for people to work and aim at creating a work environment where all employees have the opportunity to achieve their goals.

We are a part of the Global Business Services which delivers technology and operations capabilities to Bank of America lines of business (LOB) and enterprise functions.

Our employees help our customers and clients at every stage of their financial lives, helping them connect to what matters most. This purpose defines and unites us. Every day, we are focused on delivering value, convenience, expertise and innovation for individuals, businesses and institutional investors we serve worldwide.

* BA Continuum is a nonbank subsidiary of Bank of America, part of Global Business Services in the bank.

Process Overview*

The FAKC (Finance and Accounting Knowledge Center) was set up in 2007 as a part of the CFO Global Delivery strategy to provide offshore delivery to Line of Business and Enterprise Finance functions. The capabilities hosted include Accounts Payable, General Accounting & Reconciliations, Management Reporting & Analysis, Research & Analytics, Financial Transaction Processing, Finance Systems Support and Supply Chain Management.

Over the years, the scope of FAKC has been expanded to include operations for other enterprise control functions like Human Resources and Risk and Compliance.

Job Description*

GWIM Finance support GWIM Finance CFO and BFO facets of business lines and delivers daily, weekly and monthly reports Onshore. The primary focus of the team is to provide key reporting and analytical insight regarding performance across all areas of the Wealth Management business from its 10 Divisions down to its 600+ Offices. The team acts as a trusted and strategic business partner who can influence results in a pro-active and efficient manner. The BFO team interacts across all levels of the Wealth Management organization including Division Leadership, Support Partners, COO as well as across GWIM finance.

The teammate in this role is responsible for complex finance activities in a fast paced environment supporting the achievement of business goals through business analytics, financial analysis and partnering across the organization on assignments.

Activities include:

  • Reviewing monthly results and performance analysis
  •  Producing, and analyzing Division/Market financials and analytics
  •  Market specific initiatives
  •  Implementing and enhancing standardization of reporting (P&L, organization hierarchy, business segments)
  •  Actively participating in financial process improvement across the organization.


  • Performing Financial Planning & Analysis (FP&A), Reporting
  • Complete Finance Packs and also walk through Business/Onshore partners on the same
  • Reviewing monthly results and performance analysis
  • Producing, and analyzing Division/Market financials and analytics
  • Implementing and enhancing standardization of reporting (P&L, organization hierarchy, business segments)
  • Actively participating in financial process improvement across the organization
  • Manage relationship with Business/Onshore partners and global projects


  • Education* MBA/ CA/ICWA/Post Graduate in Commerce
  • Experience Range* 5-7 years’ work experience
  • Mandatory skills*
    • He /she should have a strong hold on financial concepts esp. Profit & Loss and Balance sheet of Banking industry - Mandatory
    • Candidate should be from finance team of Mutual Fund / Wealth advisor / GWIM businesses  – Understands the Business / products / key terms - Mandatory
    • Candidate should know the work they have been doing on daily basis and should be able to articulate it better
    • Good communication skills as the candidate is expected to interact with senior leaders onshore and be on lot of TPs, give presentations to the onshore team
    • Candidate should be willing to work as an individual contributor for next few years and not expect to be a people leader or aspire to be a people leader
    • FP&A experience/Management Reporting/ Financial Products Reporting is a must (No AP/AR/Recon)
    • Proficient in Microsoft Office suite of products, with emphasis on strong Excel (pivot tables, look-ups, filtering, some macros), and PowerPoint
    • Should be able to work with high demand stakeholders on adhoc business requests

  • Desired skills*
    • Wealth Management industry experience
    • Strong business and financial acumen
    • Emerging tool experience – Tableau, Alteryx, Power Query, VBA
    • Proficient in Cognos reporting and analytic tools
    • Some SQL proficiency may be helpful
    • SAP ERP knowledge will be given an added preference.

Work Timings* 11:30 – 23:30 (9 hrs Shift)
Job Location* Gurgaon

Learn more about this role

Full time


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Street Address

Primary Location:
Infospace, Gurugram, 122016