Automation and Analytics Manager

Bank Of America

Mumbai

On-site

INR 1,200,000 - 2,100,000

Full time

4 days ago

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Job summary

Bank of America is seeking a mid‑level CFO Change Automation lead for Global Finance services in India. Location includes Gurugram, Mumbai, or Hyderabad, with flexible timings.

You will drive end‑to‑end automation initiatives, bridge business needs with technical solutions, and deliver AI‑driven agent workflows using Copilot, UiPath, Alteryx, Tableau and Workiva. Strong project mgmt, communication, and governance skills are essential.

Qualifications

Bachelor’s degree (preferably in Computer Science, Data Science etc).
MCA or equivalent degree.
Technical certifications in Microsoft Copilot M365, Studio, RPA tools like UiPath, Alteryx Advanced and Tableau preferred.
7-10 years of experience in analytics, automation and reporting.
Proficiency with generative AI tools and ability to translate prompts into deliverables.
Strong analytical judgment and risk awareness with AI for data analysis and executive insights.
Hands-on experience with UiPath Studio and developing agents in Microsoft Copilot Studio.
Knowledge of Alteryx, Tableau, UiPath, Workiva, Power Pivot, SQL, VB and related technologies.
Ability to manage multiple projects under tight deadlines and communicate effectively.
Experience with data warehousing concepts and enterprise automation frameworks.

Responsibilities

Lead the end-to-end design and delivery of intelligent agents using Microsoft Copilot Studio, including workflow orchestration, system integrations, and scalable automation use cases.
Design and manage end-to-end automation workflows, ensuring scalability, stability, and measurable business impact.
Partner with business and technology stakeholders to translate functional requirements into AI-driven agent solutions, ensuring alignment with enterprise architecture, governance, and control standards.
Stay updated with evolving AI and automation toolsets, enabling scalable and practical AI‑powered workflows
Lead development of solutions on low-code/no-code platforms (e.g., Alteryx, Tableau, automation tools, workflow engines)
Effectively manage the end to end delivery of their Automation projects / initiatives
The role will require skills required to deliver a complex and multi‑faced project end-to-end
Strong knowledge in data warehousing concepts.
Good understanding of RPA (UiPath), Alteryx, Tableau, Workiva, VB, SQL, Data Modeling and other newly upcoming technologies.

Skills

Generative AI Tools

Prompt design

Project Management

Stakeholder Management

Analytical Skills

Risk Awareness

Communication Skills

Agile Methodologies

Education

Bachelor’s degree (Computer Science, Data Science)

MCA or equivalent

Tools

UiPath Studio

Alteryx

Tableau

Workiva

Power Pivot

Microsoft Copilot Studio

Job description

Manager 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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. 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 in involved in various analytics, automation and reporting & governance needs that helps 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

CFO Change Automation team aims in driving opportunity assessment, prioritization, and process automation & governance across all verticals of CFO. In support of CFO Change objectives this position will be responsible for managing the end to end delivery of complex initiatives from a functional leader perspective. His expertise will be to bridge the gap between business needs & designing technical solutions coupled with his efficiency in ET. This person will be responsible for assisting business teams to expedite implementation of automated solutions through collaboration with other CFO and Enterprise Architecture teams to provide a consistent and governed approach in accordance with data management and tech strategy models. This person would serve in an execution role to support business with new and emerging tools used in process optimization efforts and driving Operational Excellence. This initiative execution/ business integration role will require the individual to lead, manage, and deliver on the end to end scope of Automation initiatives. This individual will get significant exposure to senior stakeholders across CFO through leading initiative routines to communicate project progress, governance, new opportunities and key decisions.

Responsibilities

Lead the end-to-end design and delivery of intelligent agents using Microsoft Copilot Studio, including workflow orchestration, system integrations, and scalable automation use cases.
Design and manage end-to-end automation workflows, ensuring scalability, stability, and measurable business impact.
Partner with business and technology stakeholders to translate functional requirements into AI-driven agent solutions, ensuring alignment with enterprise architecture, governance, and control standards.
Stay updated with evolving AI and automation toolsets, enabling scalable and practical AI‑powered workflows
Lead development of solutions on low-code/no-code platforms (e.g., Alteryx, Tableau, automation tools, workflow engines)
Effectively manage the end to end delivery of their Automation projects / initiatives
The role will require skills required to deliver a complex and multi‑faced project end-to-end
Strong knowledge in data warehousing concepts.
Good understanding of RPA (UiPath), Alteryx, Tableau, Workiva, VB, SQL, Data Modeling and other newly upcoming technologies.

Requirements

Education: Bachelor’s degree (preferably in Computer Science, Data Science etc)
Post Graduate: (MCA or equivalent degree)
Certifications If Any: Technical certifications in Microsoft Copilot M365, Studio, RPA tools like UiPath, Alteryx Advanced and Tableau preferred
Experience Range: 7-10 years
Foundational skills: Practical experience with generative AI tools (e.g., Microsoft 365 Copilot), including the ability to frame effective prompts and apply AI outputs for accurate, relevant, and reusable business deliverables
Strong analytical judgment and risk awareness, with experience using AI for data analysis and executive ready insights (e.g., variance, trends), while ensuring appropriate controls, validation, and human review of automated outputs
Strong hands‑on experience with UiPath Studio for designing, developing, and testing automation solutions aligned to business processes
Hands‑on expertise in developing and deploying agents in Microsoft Copilot Studio, including prompt design, conversation flows, and API/connectivity integration
Strong understanding of agent‑based architectures and intelligent automation frameworks, with the ability to deliver reliable, scalable, and production‑ready solutions
Must have intermediate to advanced knowledge of tools such as Alteryx and Tableau, UiPath, Workiva, Power pivot, Visual Basic, SQL and others and have at least 5‑7 years of relevant experience in analytics, automation and reporting
Ability to work in a fast‑paced, dynamic environment is critical
Must have good project management and communications skills
Experience of managing multiple projects concurrently with tight and changing deadlines
Good documentation skills to capture test results and report them to onshore process team
Good analytical skills and ability identify/raise questions
Ability to lead/facilitate discussions across various levels of stakeholders/support partners
Desired skills: Leverage cutting‑edge capabilities such as Copilot (M365, Chat, GitHub), Prompt Engineering to drive intelligent automation outcomes, with a strong focus on Responsible AI and ethical adoption.
Exposure to advanced AI tools with a focus on responsible AI adoption, governance, and enterprise‑scale deployment.
Excellent understanding with other programming languages such as SQL, Python and VBA will be strongly preferred
Strong collaboration and relationship management skills to drive change Prior experience with either of self‑service tools such as Alteryx and Tableau, UiPath (RPA), Power pivot, Workiva and others
Proven ability to work with system tools in complex environments and good understanding of business Work