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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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*
CFO Data Management India team was set up in 2023 as a part of the CFO Global Delivery strategy to provide offshore delivery to CFO Data Management, part of Enterprise CFO functions, consolidating legacy functions of Finance Data Management and Treasury Data Management. The capabilities hosted include Data Analysis, Product specialists with understanding of underlying Data for Liquidity/ Regulatory Reporting, Reconciliations, Management Reporting & Analysis, Research & Analytics, Financial Transaction Processing and Finance Systems Support
Data Management team enables the Finance Organization and supports data needs of finance business users
The Data Management team is involved in various activities (including, but not limited to):
Regulatory Reporting Related Data Management Activities: Team support activities related to US and EMEA Regulatory reports, data validation and resolution of Data quality issues Team performs a critical role in providing centralized support for Global Banking and Market products (Treasury, Traded, Loans & Deposits etc.) data validation and analysis for internal and external Liquidity reporting. Team is engaged in activities such as validation of data for regulatory reports, data quality issue resolution, reconciliation with authoritative sources and posting adjustments. Team actively works on strategic initiatives aimed at improving the quality of numbers reported in regulatory reports Data Sourcing and provisioning: This includes defining and implementing data provisioning strategy to source the data from all lines of business into regulatory reports and management reports. Team is actively involved in sourcing initiatives where it works with various source systems, technology teams and report owners to source the data into regulatory reports as per regulator and stakeholder requirements.
Job Description*
This job is responsible for data management COO activities which includes working closely with DM leaders to build the business updates, publishing internal dashboards understanding the organization priorities specific to each DM towers. Working closely with each tower leaders to drive engagement and priorities and continue to build storytelling.
Responsibilities*
Individual will be required to lead and perform following responsibilities (this is an indicative list and could vary depending on business priorities)
- Business Intelligence: Prepare Dashboard in Excel, Tableau or Power BI for various management reports.
- Automation Strategy & Execution: Design, develop, and implement end-to-end automation solutions for data acquisition, transformation, and reporting, significantly reducing manual effort and processing time.
- Process Improvement: Proactively identify bottlenecks and inefficiencies in current operational and reporting processes and recommend and implement automated solutions
- Stakeholder Communication: Present complex technical findings and data insights clearly and concisely to non-technical audiences using exceptional presentation skills
- SharePoint Design, Automation & Governance
- Design, develop, and manage SharePoint pages, sites, and tools to enable business processes and collaboration.
- Build structured intake forms, request portals, and end‑to‑end workflows to automate approvals, task routing, and information capture using SharePoint and Microsoft 365 solutions.
- Administer SharePoint environments, including site architecture, access management, permissions, and role‑based security.
- Ensure effective document management through version control, metadata, retention, and compliance with organizational standards.
- Drive continuous optimization and adoption of SharePoint solutions through automation, standardization, and Copilot‑enabled capabilities in partnership with stakeholders.
Requirements*
Education*
Bachelor’s degree in Business-related Field
Certifications If Any – NA
Experience Range*
10+ years
Foundational skills*
- Strong expertise in SharePoint, advanced data analysis and visualization (Power Query, Tableau)
- Excellent communication and storytelling skills for presenting in PowerPoint
Communication & Soft Skills:
- Exceptional written and verbal communication skills, with a proven ability to convey technical information to a business audience.
- Excellent presentation skills; must be comfortable creating and delivering compelling presentations to senior management.
- Strong analytical, problem-solving, and critical-thinking abilities.
- Software Proficiency: Highly proficient in the use of the full MS Office Suite, with a focus on using Excel for advanced data handling and PowerPoint for professional report delivery.
- A self-motivated, structured and logical thinker
- Attention to detail, delivering high quality output
- Strong assertiveness, listening, influencing and diplomacy skills
Desired skills:
- Proficiency in PowerPoint, Excel, SharePoint and other Microsoft tools.
- Should be self-driven, handle pressure and deliver under stringent timelines. Should have high energy levels and confidence.
- Self-starter and team player with a strong work ethic willing to work in a challenging environment
- Promotes continuous learning and development
- Makes tough decisions when they are needed and acts quickly in getting things done
- Organizes and runs effective meetings and workshops
- Communicates clearly and concisely, verbally and in writing, at all levels within the organization
- Solution Design
Work Timings*
- 11.30am – 8.30 PM IST Ready to work on production support (if required).
- Ready to work on weekends (if required).
Job Location*
MUM/GGM
