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Assistant Manager - Treasury Forecasting & Automation, Mumbai, India
Drive automation and tech solutions for Palms system, leveraging SQL, Alteryx, Tableau and AI, with 3-5 years experience.
About us*
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!
Global Business Services
Global Business Services delivers Technology and Operations capabilities to Lines of Business and Staff Support 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*
Finance Engineering and Data within Treasury BSM team manage, design and implement technical and data solutions supporting BSM and Cross‑Treasury forecasting reporting. Supports application management and broader automation.
Job Description*
This role within the BSM FE & D team in GBS India will be responsible for supporting PALMs application which is used for Treasury forecasting reporting. Activities will also include leading identification & implementation of automation and emerging technology solutions.
Responsibilities*
- Track and identify failures in the Palms system to make sure the platform is functioning properly.
- Review overnight batches of Palms system and implement solutions in case of failures before US office hour starts
- Assisting in analyzing current data quality checks to ensure integrity and more robust system response when failures occur
- Work closely with the platform team to address issues and communicate to the concerned development teams
- Be a strong communicator when presenting results, and escalating issues
- Work with technology teams to resolve data issues or in implementation of new system capabilities.
- Continuous improvement of existing processes and workflows, identifying where emerging technology can help reduce process time and increase controls
Education*
MCA
Certifications If Any - NA
NA
Experience Range*
3 to 5 years
Foundational skills*
- Understanding of automation and emerging technology solutions including data integration and visualization
- Experience in SQL
- Strong analytical and problem solving skills
- Proven track record of clear and concise verbal and written communication.
- Self-starter with ability to be proactive and well organized.
- Flexibility in joining meetings during EMEA and APAC time zone hours.
- Bachelor's Degree
- 2 - 3 years of experience in a relevant role in a financial institution.
Desired skills
- Knowledge of Alteryx and Tableau
- Has a natural desire to understand intricate processes while seeing the big picture
- Good business partnering skills
- Experience improving and automating manual processes
- Practical experience with generative AI tools (e.g., Microsoft 365 Copilot), including the ability to frame effective prompts and apply AI outputs for accurate, relevant, and reusable business deliverables
- Strong analytical judgment and risk awareness, with experience using AI for data analysis and executive ready insights (e.g., variance, trends), while ensuring appropriate controls, validation, and human review of automated outputs
Work Timings*
12:30 PM to 9:30 PM
Job Location*
Mumbai