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*

Global Treasury Services (GTS) team is a shared service team which caters to Liquidity management, Payment and Receivables products globally; performing multiple reporting & analytical activities, along with process enhancement and improve productivity. GTS business leverages the Tableau platform and Excel (VBA Macros) to design, visualize and distribute data analysis for business managers globally. The team activity includes reporting on client account balances, revenues, margins, Fund transfer pricing changes, Over Draft tracking and other relevant information for decision making at the senior management level as well as for Treasury Sales Offices (TSOs) and sales people. Accuracy and timely delivery are paramount to the team’s success and associated with multiple business partner’s gives access to many aspects of the GTS organization, which provides opportunities to learn and grow the scope of services. Additionally, team also creates interactive dashboards via Tableau for Regional, Sales and Internal team providing a bird’s eye view.

Job Description*

In this role, candidate is expected to be responsible for end to end design, development and delivery of effective dashboards and visualizations in Tableau and possess good client handling experience with good communication and analytical skills. Candidate will be required to understand partner requirements, learn the process steps and to execute the process with high standards for delivery. Candidate will have to manage multiple scheduled and/or ad-hoc tasks and to manage their time to ensure efficient delivery. The tasks may include data pre-processing, analysis, updation and presentation of outcomes in the form of tabular and visual reports.

Responsibilities*

The Role demands for a qualified professional who can provide guidance to direct reports typically comprising of senior leaders.

• Design and document workflow and make appropriate recommendations to improve operational effectiveness.
• Drive operational excellence though process review, identifying bottlenecks and risks, mitigating and resolving issues.
• Create, design and maintain dashboards and reports on Tableau.
• Ensure accurate and timely publication of data.
• Generate reports using excel, including data analysis on Tableau.
• Understand and deliver ad-hoc analytics and visualization requests in a timely manner.
• Able to draw insights from data.
• Provide account schematics of liquidity structure.

Foundational Skill

• Advanced excels skills i.e. complex formulas, high proficiency with macros using VBA.
• Advanced Tableau, Alteryx and Python skills required.
• Excellent understanding of SQL database would be required.
• Clear understanding of Automation and Data analysis
• Understanding of banking operations and financial products.
• Personal drive and positive work ethic to deliver results within tight deadlines and in demanding situations
• Flexibility to adapt to a variety of engagement types, working hours and work environments and locations
• Strong interpersonal skills, with the ability to work independently and within a team environment
• Ability to manage time effectively, set priorities and meet deadlines.
• Excellent written and verbal communication skills