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:
Supports the strategic initiative planning lifecycle through portfolio analysis, data management, stakeholder coordination, reporting, and technology enablement. Partners across business, product, technology, finance, and program management teams to manage initiative demand, estimation, prioritization, funding analysis, governance, and portfolio visibility. Develops and maintains tools, reporting, and workflow solutions that simplify planning processes, improve data quality, reduce manual activity, and provide actionable insights.

 

Responsibilities

• Support intake, validation, refinement, and ongoing management of strategic initiative demand.
• Support annual and in-year portfolio planning, prioritization, investment, and funding activities.
• Coordinate and track technology estimation activities, identify gaps and exceptions, and help drive initiatives toward planning readiness.
• Support managed backlog processes for unfunded and future-year demand, including visibility to estimation progress, developing costs, status, and planning readiness.
• Maintain high-quality planning data and support governance across planning systems and systems of record.
• Develop and maintain recurring operational, exception, control, and leadership reporting used to manage the planning lifecycle.
• Build and enhance Power BI reporting, data models, Excel-based analysis, and SharePoint solutions that improve planning visibility and stakeholder self-service.
• Support administration and effective use of Jira, AgilePlan, SharePoint, and related planning and collaboration tools.
• Partner with Program Managers and Executives, Product Owners, Technology, Finance, and other stakeholders to collect inputs, resolve gaps, and move planning activities forward.
• Prepare data, analysis, and reporting that support governance, prioritization, funding, and other portfolio decisions, and help ensure approved decisions are reflected in applicable systems of record.
• Identify opportunities to simplify, standardize, and automate spreadsheet- and email-intensive processes.
• Develop and maintain procedures, job aids, process documentation, and stakeholder communications supporting consistent execution of planning activities.
• Effectively communicate priorities, risks, dependencies, deliverables, and support needs to managers, peers, and business partners.

Required Qualifications:

• 3 years of experience in a similar role.
• Demonstrated experience supporting or managing formal projects and/or relevant experience within Global Payments Solutions product or technology.
• Strong analytical and problem-solving skills, with the ability to organize complex inputs and translate data into actionable information.
• Advanced proficiency with Microsoft Excel, including complex analysis, data transformation, reconciliation, and reporting.
• Experience developing reports, analytical tools, or workflow solutions that support business processes and decision-making.
• Ability to assess an ill-defined problem, identify required inputs and dependencies, and develop a structured path toward resolution.
• Ability to manage competing priorities, coordinate work across multiple stakeholder groups, and deliver against established deadlines.
• Strong written and verbal communication skills, including the ability to communicate effectively with stakeholders at different levels.
• Demonstrated attention to data quality, accuracy, controls, and process discipline.

Desired Qualifications:

• Experience supporting strategic initiative planning, annual investment planning, demand management, technology estimation, funding analysis, or portfolio governance.
• Power BI development experience, including Power Query, data modeling, DAX, visualization, and self-service reporting.
• SharePoint administration and/or development experience, including lists, libraries, permissions, site/content structure, and business solutions.
• Jira experience, including work-item management, backlog maintenance, workflow support, and reporting.
• AgilePlan experience supporting demand, project, or portfolio management processes.
• Expert-level Excel capability and experience using Excel for complex portfolio, financial, or operational analysis.
• Experience identifying and automating manual, spreadsheet-intensive, and email-intensive business processes.
• Microsoft Designer or comparable visual communication and design experience.
• Working knowledge of Agile methods and cross-functional delivery environments.
• Ability to bring new ideas to teams, challenge existing processes constructively, and drive practical improvements in tools and ways of working.
• Knowledge and proficiency with Copilot and other Bank AI tools.

Skills:

• Process Design
• Program Management
• Project Management
• Reporting
• Strategy Planning and Development
• Issue Management
• Oral Communications
• Presentation Skills
• Prioritization
• Problem Solving
• Performance Management
• Process Performance Management
• Process Simplification
• Risk Management
• Workforce Planning

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)

Pay and benefits information

Pay range

$78,000.00 - $112,600.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.