Strategy & Initiative Manager

Bank of America; Charlotte (NC); On-site; USD 120,000 - 165,000; Full time

Job summary

Bank of America in Charlotte, NC, seeks a Strategy & Initiatives Manager to define and deliver the strategy for global sales performance reporting, advanced analytics, and performance measurement. You will partner across Sales, Finance, Product, Technology and regional teams to reconcile data, strengthen governance, and drive centralized reporting and analytics capabilities.

The role focuses on scalable analytics, governance, and a data-driven decision framework.

Qualifications

• 10+ years of experience in analytics, business intelligence, performance reporting, data strategy, or related disciplines.
• Proven ability to lead complex, cross-functional initiatives through influence in a global, matrixed environment.
• Experience defining performance metrics, KPI frameworks, and executive reporting that translate data into actionable business insights.
• Strong communication skills with the ability to engage senior stakeholders.

Responsibilities

• Develop analytical frameworks and performance measures that improve understanding of business performance and economics.
• Apply quantitative techniques to identify trends, drivers, anomalies and opportunities and translate findings into actions.
• Reconcile financial, management and operational reporting across disparate sources and hierarchies.
• Establish clear metric definitions, methodologies, governance and controls for trusted performance.
• Drive centralized reporting across segments and regions while accounting for local requirements.
• Establish executive reporting and KPI frameworks with clear visibility into performance.
• Lead complex initiatives across Sales, Finance, Product, Technology and regional stakeholders.
• Shape long-term analytics and reporting roadmap and raise analytical capability.

Skills

Analytical Thinking

Stakeholder Management

Collaboration

Critical Thinking

Business Acumen

Planning

Prioritization

Oral Communications

Adaptability

Result Orientation

Customer and Client Focus

Innovative Thinking

Tools

SQL

Tableau

Alteryx

Excel

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 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!

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 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!

Strategy & Initiatives Manager

The Strategy & Initiatives Manager will be part of a team that will define and deliver the strategy for global sales performance reporting, advanced analytics and performance measurement. The role will operate across a complex global organization to bring together financial, sales and operational data; establish trusted and consistent measures; develop analytical frameworks that surface business drivers and opportunities; and translate complex data into actionable insights for senior leaders. The role will partner across Sales, Finance, Product, Technology and regional teams to reconcile disparate data and reporting views, strengthen governance, and drive scalable, centralized reporting and analytics capabilities.

Responsibilities

• Develop analytical frameworks and performance measures that improve understanding of business performance and economics.
• Apply advanced quantitative techniques to identify trends, drivers, anomalies and opportunities and translate findings into actions.
• Reconcile financial, management and operational reporting across disparate sources and hierarchies.
• Establish clear metric definitions, methodologies, governance and controls that create trusted measures of performance.
• Drive consistent, scalable and centralized reporting across segments and regions while accounting for appropriate local requirements.
• Establish executive reporting and KPI frameworks that provide clear and consistent visibility into performance.
• Lead complex initiatives across Sales, Finance, Product, Technology and regional stakeholders.
• Shape the long-term analytics and reporting roadmap and raise analytical capability across the broader team.

Required Qualifications

• 10+ years of experience in analytics, business intelligence, performance reporting, data strategy, or related disciplines.
• Demonstrated experience solving complex analytical and reporting problems using large or disparate data sets.
• Experience defining performance metrics, KPI frameworks, and executive reporting that translate data into actionable business insights.
• Proven ability to lead complex, cross-functional initiatives through influence in a global, matrixed environment.
• Strong analytical, problem-solving, and communication skills with the ability to engage senior stakeholders.
• Proficiency with SQL and reporting/analytics tools such as Tableau, Alteryx, and Excel.

Desired Qualifications

• Experience applying advanced analytics or quantitative methods to complex business and financial problems.
• Experience reconciling disparate financial, management reporting, and operational data to establish consistent performance measures.
• Understanding of treasury, payments, profitability, and financial performance measurement.
• Experience driving standardized reporting and analytics across global or multi-country organizations.
• Experience with Salesforce and advanced analytical tools or methods
• Familiarity with Bank of America Global Banking structure and routines.

Skills

• Business Acumen
• Critical Thinking
• Customer and Client Focus
• Result Orientation
• Analytical Thinking
• Collaboration
• Oral Communications
• Stakeholder Management
• Adaptability
• Innovative Thinking
• Planning
• Prioritization

Shift

1st shift (United States of America)

Hours Per Week

40