- Location
- GURUGRAM HARYANA, India
- Workplace
- Onsite
- Type
- Full-time
- Department
- Operations
- Seniority
- Manager
- Source
- Workday
Description
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*
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 involved in various analytics, automation and reporting and governance needs that help 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*
- The Operational Excellence Program Lead is a senior member of the CFO Finance Innovation team, responsible for driving a consistent and standard Operational Excellence approach across all CFO Lines of Business. The role oversees the OpEx program and champions a culture of continuous improvement.
- The individual manages the end-to-end idea lifecycle — from ideation through delivery and value realization.
- Plans and drives the OpEx challenge event to surface, evaluate, and scale the best improvement ideas across the CFO organization.
- Partnering with senior stakeholders in each CFO Line of Business, project managers, technology teams, and process owners, the role delivers complex, multi-faceted improvement and automation initiatives end-to-end,
- Senior-level data, reporting, and executive materials.
Responsibilities*
Program Oversight & OpEx Challenge
- Oversee the CFO-wide Operational Excellence program, driving a consistent and standard way of working across all CFO Lines of Business.
- Plan and drive the OpEx challenge event — designing the format, mobilizing participation, curating submissions, and surfacing the best improvement ideas for scaling.
- Manage the end-to-end idea lifecycle — capturing, triaging, prioritizing, and tracking ideas from intake through delivery and value realization.
- Establish and maintain standard OpEx methods, tools, playbooks, and governance to embed a repeatable improvement culture.
Data, Reporting & Executive Materials
- Own senior-level data and reporting for the OpEx program, producing accurate, insight-driven dashboards and metrics for executive and leadership consumption.
- Contribute to benefits tracking and measurement of business outcomes including cycle time reduction, quality improvements, productivity gains, and control effectiveness.
- Support development of business cases, value realization plans, and executive materials used for prioritization and funding decisions.
- Deliver clear, compelling status reporting and executive updates to senior leadership.
Stakeholder Engagement & Change Management
- Work with senior stakeholders in each CFO Line of Business to drive the Operational Excellence guidelines and secure buy-in and sponsorship.
- Partner with project managers, technology teams, and process owners throughout design, testing, deployment, and adoption phases.
- Assist with training, communications, adoption planning, and change management efforts to drive successful implementation.
- Build strong cross-functional relationships to sustain engagement and momentum across the improvement community.
Delivery Management
- Effectively manage the end-to-end delivery of automation projects and initiatives, coordinating stakeholders, timelines, dependencies, and risks.
- Deliver complex, multi-faceted projects end-to-end, ensuring quality, controls, and measurable outcomes.
- Provide governance, status reporting, and benefits tracking across the initiative portfolio.
Requirements*
Education*
- Bachelor’s degree (preferably in Business, Finance, Data Science, or a related field)
Certifications If Any
- Lean Six Sigma certification (Green Belt / Black Belt) strongly preferred
- Project / delivery management certification (PMP, PRINCE2, or Agile / Scrum) preferred
- Certifications in data and reporting / visualization tools such as Tableau, Power BI, or Alteryx Advanced preferred
- Certifications in automation / low-code tools (Microsoft Copilot, UiPath) a plus
- Finance domain related training / certifications a plus
Experience Range*
- 12–18+ years of total experience (senior level)
- 5+ years leading Operational Excellence, process improvement, or transformation programs
- 3+ years delivering automation or digital transformation projects end-to-end
- Proven experience producing senior / executive-level data, reporting, and dashboards
- Experience engaging and influencing senior stakeholders across global, cross-functional teams
- Proven record of delivering complex, multi-faceted initiatives with measurable business outcomes
Foundational skills*
- Operational Excellence and process improvement
- Program and portfolio management of enterprise-wide improvement initiatives
- End-to-end project & delivery management of complex, multi-faceted initiatives
- Idea lifecycle management — intake, triage, prioritization, and tracking
- Planning and running large-scale challenges / ideation events
- Senior-level data, reporting, dashboards, and analytics (Tableau, Power BI, Alteryx)
- Benefits tracking and measurement (cycle time, quality, productivity, control effectiveness)
- Business case development, value realization, and executive materials
- Change management, adoption planning, training, and communications
- Senior stakeholder engagement and influencing across CFO Lines of Business
- Workflow automation and low code / RPA awareness (Copilot, UiPath, Alteryx)
- Requirements gathering, documentation & solution design
- Governance, controls, and risk awareness
- Strategic problem solving and structured thinking
- Executive storytelling and status reporting
- Senior stakeholder communications — strong written and verbal communication
Candidate is not expected to be a software developer but should be capable of engaging effectively with Technology, Data, and Process Owner teams.
Preferred Professional Backgrounds
Most Relevant
- Big 4 Finance Transformation Lead / Management Consulting
- Finance Digital and Transformation Lead (Focused on accounting functions)
Work Timings*
Flexible between 11:30 am to 8:30 pm or 12:30 pm to 9:30 pm
Job Location*
Gurugram/Mumbai
Hiring Band – H5