Skip to main contentA logo with &quat;the muse&quat; in dark blue text.

Project Consultant - Finance Solutions - CFO COO & Governance

Yesterday Charlotte, NC

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 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!

Job Summary:
This job is responsible for working on 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 participating in full project execution outlining processes/activities, associated talent, and cost outputs to drive solutions and improvements through standardization, automation, and other process improvement ideas.

Want more jobs like this?

Get Accounting and Finance jobs in Charlotte, NC delivered to your inbox every week.

Job alert subscription


Line of Business Job Description:
This job is responsible for driving and executing on operational excellence within the Chief Financial Officer (CFO) organization. Key responsibilities include providing analytical and administrative support for the CFO organization's processes and tools to drive adherence to enterprise-wide standards. Job expectations include implementing automated tools, dashboards and reporting within the CFO organization by evaluating data to help identify, track, and report issues and control improvements.

Responsibilities:

  • Leverages analytical skills and business acumen to provide fact-based tools, dashboards and reporting to key stakeholders
  • Participates in data assessment, collection, and analysis to assist in full project execution
  • Provides process and logistical support to leadership
  • Coordinates the sourcing, organization, and reporting of all data
  • Executes initiatives by identifying areas of potential automation, procedural updates, thematic trends and opportunities to enhance stakeholder experience

Required Qualifications:

  • Minimum of 3 years of professional work experience in risk management and/or finance preferably in the financial services industry
  • Hands-on experience building automation workflows, processes, and visualization dashboards utilizing intermediate to advanced proficiency in one or more emerging tech tools such as Alteryx and Tableau, Workiva, Power Query, Visual Basic, SQL and SAS
  • Prior experiences supporting strategic initiatives/projects
  • Excellent communication and project management skills
  • Creative thinker, thinks outside the box and challenges status quo
  • Analytical mindset able to resolve complex issues
  • Integrity, maturity, dependability and positive professional attitude

Desired Qualifications:

  • Bachelor's degree in Business Administration, Finance, Accounting, or Economics
  • Experience with controls work (i.e.) Issues and Sub-issues Management, Single Process Inventory (SPI), Enterprise Services, Risk Identification, RCSA and the interconnectivity across the Company's business controls policies
  • Experience with CFO organization and related processes

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

Client-provided location(s): Charlotte, NC
Job ID: Merrill-JR-25035885
Employment Type: FULL_TIME
Posted: 2025-08-27T18:59:03

Perks and Benefits

  • Health and Wellness

    • Parental Benefits

      • Work Flexibility

        • Office Life and Perks

          • Vacation and Time Off

            • Financial and Retirement

              • Professional Development

                • Diversity and Inclusion