Project Mgr- Finance Solutions - CFO Treasury Change Management

Posted 11 Days Ago
Be an Early Applicant
2 Locations
96K-133K Annually
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Role
The role involves managing a portfolio of medium to large finance and treasury projects, ensuring compliance with policies, and coordinating with various partners. Responsibilities include project documentation, business analysis, adherence to change management requirements, and cross-team collaboration to deliver successful project outcomes.
Summary Generated by Built In

Job Description:

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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for managing a portfolio of medium/large projects which enhance Finance and Treasury systems, processes and solutions across several lines of business (LOB) in compliance with applicable Enterprise and Chief Financial Officer Group policies. Key responsibilities include working closely with the LOB, Change Management, Technology and other partners to execute the project plan. Job expectations include performing day-to-day project activities and being actively involved in the execution of project deliverables.

Line of Business Job Description:

Managing the end-to-end delivery of complex initiatives, facilitate cross-team coordination with senior stakeholders and develop plans with business and support partners to sustain the change within the Liquidity, Capital and/or Market Execution functions of Treasury. The role will require project management and business integration leadership spanning one to many work streams in a matrix environment. Given the enterprise nature of Treasury, the candidate will gain broad knowledge of and exposure to a wide range of the company's business units. The candidate will be required to work closely with other Treasury business functions, Global Technology and Operations (GT&O) and various other lines of business to successfully deliver the project.

Responsibilities:

  • Executes project deliverables while working with various partners and user community

  • Completes required documentation, business analysis, testing, and operational readiness activities within project timelines

  • Identifies upstream and downstream impacts associated with project related changes and/or decisions

  • Adheres to Chief Financial Officer Group's Change Management Governance and Control requirements

  • Requires an understanding of Treasury, Finance, Accounting, Technology and Project Management

  • Effectively manage the end-to-end delivery of major Treasury initiatives (tech and non tech)

  • Understand relevant regulations and assist in ensuring compliance with applicable regulations

  • Ensure proper documentation of business requirements, process flows, design and other business analysis deliverables

  • Establish and lead initiative routines

  • Partner with senior stakeholders across Treasury LOBs, Data Management, Technology, and other lines of business to ensure collaborative progression through the delivery lifecycle

  • Build and develop product expertise to support the initiative

Required Qualifications:

  • 2+ years of project/portfolio management experience in the financial industry or a related field

  • Experience managing multiple projects concurrently with tight and changing deadlines

  • Excellent computer skills, particularly Microsoft PowerPoint, Excel, Word

  • Strong analytical and problem-solving skills

  • Organized and able to work on multiples tasks with limited supervision

  • Strong work ethic and willingness to take on new initiatives

Desired Qualifications:

  • Bachelor’s Degree in Finance, Accounting or related fields or equivalent work experience

  • Exposure to Liquidity, Capital and/or Market Execution functions within Treasury at a large bank strongly preferred

  • Enjoys working in a fast-paced environment

Skills:

  • Business Acumen

  • Change Management

  • Collaboration

  • Program Management

  • Project Management

  • Business Analytics

  • Business Case Analysis

  • Consulting

  • Process Management

  • Process Performance Measurement

  • Problem Solving

  • Reporting

  • Scenario Planning and Analysis

  • Strategy Planning and Development

  • Written Communications

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - NY - New York - 1100 Ave Of The Americas - Two Bryant Park (NY1540)

Pay and benefits information

Pay range$95,900.00 - $132,800.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Top Skills

Excel
Microsoft Powerpoint
Microsoft Word
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The Company
HQ: Charlotte, NC
208,000 Employees
On-site Workplace
Year Founded: 1784

What We Do

We make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth.

Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.

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