Senior Project Consultant - Finance Solutions (Innovation and Emerging Tech Lead)
Company: Bank of America
Location: Charlotte
Posted on: April 1, 2026
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Job Description:
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 an
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. Bank of America is committed to
an in-office culture with specific requirements for office-based
attendance and which allows for an appropriate level of flexibility
for our teammates and businesses based on role-specific
considerations. 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 projects to support Operational Excellence and drive
Responsible Growth. Key responsibilities include partnering with
stakeholders to understand and provide insight into processes to
optimize and manage operational efficiency and/or associated costs.
Job expectations include outlining processes/activities, associated
talent, and cost outputs to drive solutions, and improvements
through standardization, automation, and other process improvement
ideas. Role Purpose: Drive adoption and optimization of emerging
technology tools across the team, ensuring efficiency, scalability,
and alignment with strategic objectives. This role serves as both a
technical expert and a strategic partner, enabling the organization
to fully leverage advanced capabilities such as AI.
Responsibilities: Builds relationships and partners closely with
line of business stakeholder(s) to ensure successful completion of
projects and interpretation of results Leads daily activities of
project activities and deliverables Integrates capabilities with
key enterprise initiatives such as Operational Excellence, Simplify
and Improve and organizational health Serves as change catalyst by
identifying efficiency opportunities and driving change Additional
Responsibilities: Emerging Tech Enablement Partner with onshore and
offshore teams to implement and scale tools including AI solutions
(Flare and Copilot), Alteryx , and Tableau AI Strategy &
Integration Develop and execute a roadmap for leveraging AI
capabilities to enhance processes, analytics, and decision-making
Workflow Optimization Ensure all Alteryx workflows are efficient,
standardized, and aligned with best practices to maximize
performance and minimize risk Governance & Standards Establish and
maintain best practices for technical documentation and controls
Technical Resource & Support Serve as a go-to technical expert for
team members, providing guidance, troubleshooting, and development
assistance for emerging tech tools Innovation Advocacy Promote a
culture of continuous improvement by identifying opportunities to
automate, streamline, and enhance business processes Required
Qualifications: 7 years of experience in roles where technology has
been utilized to drive automation and process improvement Catalyst
for change and a proven track record of implementing innovative
solutions and fostering a culture of operational excellence
Experience driving efficiency improvements through process
re-engineering and the strategic adoption of new technologies
Entrepreneurial and strategic mindset, self-starter, with excellent
anticipation skills; problem solving; follow up Extensive
experience with automation tools (e.g. Alteryx, Copilot, etc.) and
data visualization tools (e.g. Tableau) Strong communication skills
(written, verbal and interpersonal) including tact, diplomacy and
ability to influence multiple stakeholders Proficient in Microsoft
business applications Desired Qualifications: Experience within The
CFO Group, with a strong understanding of CFO processes and tools
Skills: Analytical Thinking, Collaboration, Influence, Presentation
Skills, Stakeholder Management, Business Analytics, Consulting,
Data Mining, Data Visualization, Innovative Thinking, Process
Design, Process Management, Program Management, Project Management,
Strategy Planning and Development Shift: 1st shift (United States
of America) Hours Per Week: 40
Keywords: Bank of America, Winston-Salem , Senior Project Consultant - Finance Solutions (Innovation and Emerging Tech Lead), IT / Software / Systems , Charlotte, North Carolina
