Senior Manager
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Key skills for this role
Role Overview
The CFO Change Automation team drives opportunity assessment, prioritization, process automation, and governance across CFO functions.
The role manages end-to-end delivery of complex automation initiatives and bridges business needs with technical solutions.
The position supports process optimization, operational excellence, and adoption of new and emerging automation tools.
Key Skills for This Role
Full Job Posting
Role Overview
The CFO Change Automation team drives opportunity assessment, prioritization, process automation, and governance across CFO functions.
The role manages end-to-end delivery of complex automation initiatives and bridges business needs with technical solutions.
The position supports process optimization, operational excellence, and adoption of new and emerging automation tools.
Automation Delivery
- Lead design and delivery of intelligent agents in Microsoft Copilot Studio, including workflows, integrations, prompts, and conversation flows.
- Design scalable and stable automation workflows with measurable business impact.
- Lead solutions on low-code and no-code platforms such as Alteryx, Tableau, automation tools, and workflow engines.
- Manage complex automation projects from initiation through end-to-end delivery.
Stakeholder and Governance Work
- Partner with business, technology, CFO, and enterprise architecture stakeholders to translate requirements into governed AI solutions.
- Lead project routines covering progress, governance, opportunities, and key decisions.
- Support operational excellence and collaborate across CFO and enterprise teams.
- Document test results, facilitate discussions, and manage delivery under changing deadlines.
Technical Skills
- Strong knowledge of Microsoft Copilot Studio, UiPath Studio, Alteryx, Tableau, Workiva, Power Pivot, Visual Basic, SQL, data warehousing, and data modeling.
- Experience with generative AI, prompt engineering, agent-based architectures, and intelligent automation frameworks.
- Desired exposure includes Microsoft Copilot variants, Python, VBA, responsible AI, AI governance, and enterprise-scale deployment.
Education and Experience
- Bachelor’s degree, preferably in computer science, data science, or a related field.
- Postgraduate degree such as MCA or an equivalent degree.
- Seven to twelve years of experience, including relevant analytics, automation, and reporting experience.
- Technical certifications in Microsoft Copilot, UiPath, Alteryx Advanced, or Tableau are preferred.
Professional Capabilities
- Strong analytical judgment, risk awareness, project management, communication, documentation, and stakeholder facilitation skills.
- Ability to manage multiple projects, identify and raise questions, and work in a fast-paced, dynamic environment.
- Ability to apply controls, validation, and human review to AI-assisted analysis and automated outputs.
Work Timings
- Flexible working hours are listed as 11:30 am to 8:30 pm or 12:30 pm to 9:30 pm.
Job Location and Workplace
- The description states an in-office culture with role-specific in-office expectations.
- The job location is listed as Gurugram or Mumbai.
Global Business Services
Bank of America Global Business Services delivers technology and operations capabilities through a centrally managed, globally integrated, and resilient model.
The CFO Change Automation team supports analytics, automation, reporting, governance, and process optimization for finance functions.
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