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Assistant Manager

Mumbai, , India;

Job Description:

About us*

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.  Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

 Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Global Business Services*

Global Business Services delivers Technology and Operations capabilities to Lines of Business and Staff Support Functions of Bank of America through a centrally managed, globally integrated delivery model and globally resilient operations.

Global Business Services is recognized for flawless execution, sound risk management, operational resiliency, operational excellence and innovation.

In India, we are present in five locations and operate as BA Continuum India Private Limited (BACI), a non-banking subsidiary of Bank of America Corporation and the operating company for India operations of Global Business Services.

Process Overview*

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

CFO Change Automation team, which is part of CFO COO group is involved in involved in various analytics, automation and reporting & governance needs that helps the CFO group analyze and address key challenges & provide relevant solutions using ET or any other relevant technologies. The team provides deep dive analysis by deploying analytics and data mining tools like SQL, Alteryx, Tableau, Workiva etc. as well as is involved in setting up automated solutions for complex BAU processes.

Job Description*

CFO Change Automation team aims in driving opportunity assessment, prioritization, and process automation & governance across all verticals of CFO.

In support of CFO Change objectives this position will be responsible for managing the delivery of complex automation solutions. His expertise will be to bridge the gap between business needs & designing technical solutions coupled with his efficiency in ET.

This person will be responsible for assisting business teams to implement automated solutions . This person should have a hands on experience in emerging tools to be used in process optimization efforts including building out Strategies, Analytics & Process automation.

This initiative execution/ business integration role will require the individual to manage, and deliver end to end  Automation initiatives. This individual will get significant exposure to senior stakeholders across CFO working on Automation projects and  to communicate project progress, governance etc


  • Effectively manage the end to end delivery of  Automation projects
  • Ensure proper documentation of business requirements, process flows, design and other business analysis deliverables
  • Developing high quality deliverables with clearly articulated executive summaries and key messages.
  • Strong knowledge in data warehousing concepts ,Alteryx, Tableau, Workiva, VB, SQL, Data Modeling and other newly upcoming technologies.
  • Supporting the development of an automation opportunity assessment framework and an associated automation tool selection criteria to ensure right tools are applied to the right opportunities
  • Supporting the development of an automation opportunity assessment framework and an associated automation tool selection criteria to ensure right tools are applied to the right opportunities



Bachelor’s degree ( preferably in a finance)

Post Graduate (MBA – Finance or equivalent)

Certifications If Any

Technical certifications in Workiva platform and RPA tool like UiPath, Alteryx Advanced and Tableau preferred

Experience Range*

4-7 years

Foundational skills*

  • Must have intermediate to advanced knowledge of tools such as UiPath, Alteryx and Tableau, Workiva, Power pivot, Visual Basic, SQL and others and have at least 4-7 years of relevant experience in analytics, automation and reporting
  • Ability to work in a fast-paced, dynamic environment is critical
  • Experience of working on multiple projects concurrently with tight and changing deadlines
  • Good documentation skills to capture test results and report them to onshore process team
  • Good analytical skills and ability identify/raise questions
  • Ability to understand discussions across various levels of stakeholders/support partners

Desired skills

  • Excellent understanding with other programming languages such as SQL, Python and VBA will be strongly preferred
  • Strong collaboration and relationship management skills to drive change
  • Prior experience with either of self-service tools such as UiPath (RPA), Alteryx and Tableau, Power pivot, Workiva and others
  • Proven ability to work with system tools in complex environments and good understanding of business

Work Timings*

Flexible between 11:30 am to 8:30 pm or 12:30 pm to 9:30 pm

Job Location*


Learn more about this role

Full time


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