Senior Project Consultant - Finance Solutions (Innovation and Emerging Tech Lead)

Bank of America Corporation
Charlotte, NC

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!


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
Posted 2026-05-12

Recommended Jobs

Senior Lifecycle Marketing Coordinator - REMOTE

jobgether
North Carolina

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Lifecycle Marketing Manager - REMOTE. In this role, you will be at the forefront of shaping …

View Details
Posted 2026-05-12

Cashier - Shaw University

Thompson Hospitality Corporation
Raleigh, NC

Overview: We’re currently looking for a friendly, efficient, and customer-focused Cashier to join our campus dining team at Shaw University . As the first point of contact for our valued guests,…

View Details
Posted 2025-12-29

Superintendent-Hotel Construction

Kimmel and Associates
Charlotte, NC

About the Company The company is a well-established and highly regarded general contractor with a strong presence throughout the Southeast. Specializing in hospitality construction, they have built …

View Details
Posted 2026-05-11

Safety Manager

Cooper Tacia Management LLC
Raleigh, NC

Job Description Job Description Description : Cooper Equipment Rentals is currently searching for a Safety Manager to join the team. In this role, you will be responsible for leading and fost…

View Details
Posted 2026-04-23

Applications Engineer

Haas Schleifmaschinen GmbH
Charlotte, NC

Applications Engineer Stelle teilen Your duties As a applications engineering specialist, you will be independently responsible for carrying out customer projects You will design processe…

View Details
Posted 2026-01-29

Guest Service Team Lead

Ben & Jerry's - Primo Partners
Asheville, NC

Job Description Job Description Guest Service Team Leader - Master of Service and Leadership Are you ready to lead with enthusiasm and ensure every guest leaves happier? As a Guest Service Tea…

View Details
Posted 2026-04-23

Direct Support Professional/DSP/Caregiver

AbleLight
Cornelius, NC

Work as a Direct Support Professional / DSP / Caregiver with a Non-Profit that cares! Positions are available in Hillsboro, Beaverton, Forest Grove, Cornelius, Portland, and Tualatin. Provide Supp…

View Details
Posted 2026-02-16

Specialist, Talent Acquisition

XPO Logistics
Charlotte, NC

What you’ll need to succeed as a Talent Acquisition Specialist at XPO Minimum qualifications: ~1 year of related work experience ~ Experience with applicant tracking systems, HRIS or other dat…

View Details
Posted 2026-04-15

Licensed Marriage and Family Therapist (LMFT)

Gotham Enterprises Ltd
Asheville, NC

Licensed Marriage and Family Therapist (LMFT) Job Summary This full-time telehealth role gives Licensed Marriage and Family Therapists the opportunity to provide consistent care to clients with…

View Details
Posted 2026-05-06

Procurement Officer (Corporate Compliance Lead)

City of Charlotte and Mecklenburg County
Charlotte, NC

: The goal of the City of Charlotte's General Services Department is to guide agencies through innovative and efficient deployment of resources to meet their missions and fulfill the needs of the ci…

View Details
Posted 2026-05-12