Bank of America

Delivery Lead – Financial Operations

Bank of America

full-time

Posted on:

Location Type: Office

Location: Charlotte • North Carolina • United States

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Job Level

Senior

About the role

  • Responsible for planning and coordinating the execution of project/small program deliverables
  • Communicating work objectives, coordinating delivery, facilitating sync points across teams
  • Providing end-to-end visibility into the health of the deliverables
  • Managing program risk and compliance to standards
  • Ensuring delivery meets the client’s expectations in terms of functionality, quality, timeline, and cost
  • Managing end-to-end financial operations including funding oversight, CIO allocations
  • Maintaining accurate forecasting, budgeting, variance analysis, and financial tracking
  • Leading quarterly Software Capitalization cycles
  • Coordinating forecast cycles by preparing updates, reconciling changes, ensuring alignment with portfolio priorities
  • Providing timely, transparent financial reporting and insights to leadership
  • Partnering with Finance, Procurement, Vendor Management, and Product teams to ensure compliance

Requirements

  • Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
  • 5 or more years of experience in financial operations, portfolio finance, or similar roles within a technology or enterprise environment
  • Proven experience managing forecasting, budgeting, variance analysis, and financial reporting cycles
  • Hands-on experience with enterprise financial systems such as PMMT, TPAS, or equivalent allocation and funding management tools
  • Strong understanding of software capitalization processes and accounting principles
  • Demonstrated ability to interpret financial data, identify trends, and provide actionable insights to leadership
  • Ability to manage recurring financial cycles including monthly close, quarterly forecasting, and chargeback reconciliation
  • Strong analytical skills with high attention to detail, accuracy, and compliance
  • Ability to work effectively with Finance, Procurement, Product, and Vendor Management teams
  • Proficiency in Excel and financial data analysis tools
Benefits
  • Being a Great Place to Work
  • Commitment to being an inclusive workplace
  • Opportunities to learn, grow, and make an impact
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial operationsforecastingbudgetingvariance analysisfinancial reportingsoftware capitalizationfinancial data analysisaccounting principlesfinancial trackingCIO allocations
Soft Skills
communicationcoordinationleadershipanalytical skillsattention to detailcompliancecollaborationproblem-solvinginsight generationclient management