Team Leader

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Global Business Services

Global Business Services supports all Lines of Business and control 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*

The CFO India platform provides offshore finance delivery and transformation support to Line of Business (LOB) and Enterprise Finance teams, delivering end‑to‑end CFO capabilities across financial accounting and close, financial control and compliance, financial planning and analysis, management and regulatory reporting, financial operations, finance systems, and finance change and ledger modernization initiatives

Our group supports the Strategic Forecasting and Expense Management teams across Financial Planning and Analysis, period end close, management reporting, project management and data analysis

Job Description*

The candidate will be responsible for Financial Planning and Analysis (FP&A) for the Consumer Banking, Wealth, and Investment management business, and in addition will be responsible for analysis of data for decision making by senior leadership.

• The individual will play a key role in the team responsible for FP&A and data analysis and would manage multiple projects in parallel by ensuring adequate understanding of the requirements to deliver data analysis solutions.
• These projects would be complex and time critical which would require the candidate to comprehend & evaluate the strategic business drivers to bring in efficiencies through automation of existing reporting packages or codes.
• The work would be a mix of standard and ad-hoc deliverables based on dynamic business requirements.
• Technical competency is essential to build processes which ensure data quality and completeness across all projects / requests related to business.
• The core responsibility of this individual is process management to achieve sustainable, accurate and well controlled results.

Responsibilities*

Preparation of various FP&A reports (revenue, headcount, other KPIs etc.) including performing variance analysis

• Responsible for the forecasts and planning/budgeting process. Review and analyze variances and ensure alignment with the forecast
• Perform month end review and control
• Responsible for the preparation of various business reviews and ad-hoc financial analysis to support senior management decisions
• Understand business requirements and translate those into deliverables. Support the business on periodic and ad-hoc projects
• Managing and improving the work: develop full understanding of the work processes, continuous focus on process improvement through simplification, innovation and use of emerging technology tools, and understanding data sourcing and transformation.
• Managing risk: managing and reducing risk, proactively identify risks, issues and concerns and manage controls to help drive responsible growth (ex: Compliance, Operational – SAFER, Self-Identified Audit Issues, procedures, data management, etc.), establish a risk culture to encourage early escalation and self-identifying issues
• Effective communication: deliver transparent, concise and consistent messaging while influencing change in the teams.
• Be a key contributor to business initiatives that require subject matter expertise.
• undefined
• Requirements*
• Education*CA or MBA finance with 2 + years of relevant work experience
• Experience Range*4+ years of relevant work experience in Financial Planning & Analysis and Data Analysis in Banking industry. Exposure to Consumer banking or Wealth/Investment Management businesses would be an added advantage
• Foundational skills*
• Strong abilities on FP&A and Data Analysis and strong financial acumenStrong computer skills, including MS excel, power point. Familiarity with reporting tools like SQL, Essbase etc. and Emerging technologies like Alteryx, Tableau.Prior Banking and Financial services industry experience, preferably Retail banking and/or Wealth/Investment ManagementStrong communication skills (both verbal and written), Interpersonal skills and relationship management skills to navigate the complexities of aligning stakeholders, building consensus, and resolving conflictsProven ability to manage multiple and often competing priorities in a global environmentAbility to drive strategic initiatives with a track record of successful change managementManages operational risk by building strong processes and quality control routinesundefined
• Desired skillsAbility to effectively manage multiple priorities under pressure, and deliver as well as being able to adapt to changesAble to work in a fast paced, deadline-oriented environmentHands‑on experience using Microsoft 365 Copilot or equivalent generative AI tools to accelerate writing, analysis, and presentation of business deliverablesSound judgment and risk awareness, including the application of appropriate checks, controls, and human review when leveraging tools, data, or automated outputsOwnership and accountability for end‑to‑end outcomes, quality, and timelines, with proactive escalation of risks and issuesProblem‑solving mindset, with the ability to analyze complex issues, apply sound judgment, and propose practical solutions in ambiguous or evolving situations
• Work Timings*12:30 pm to 9:30 pm (will require to stretch 7-8 days in a month to meet critical deadlines)
• Job Location*Mumbai/ Gurugram