Delivery Lead- Financial Operations

Bank of America•Charlotte, NC

24d•Onsite

About The Position

This job is responsible for planning and coordinating the execution of project/small program deliverables which requires the engagement of multiple teams. Key responsibilities include communicating work objectives, coordinating delivery, facilitating sync points across teams, providing end-to-end visibility into the health of the deliverables, and managing program risk and compliance to standards. Job expectations include ensuring delivery meets the client’s expectations in terms of the functionality, quality, timeline, and cost. Position Summary: The Delivery Lead for Financial Operations is responsible for ensuring accurate, transparent, and proactive financial stewardship across the portfolio. This role provides focused ownership of funding management, CIO allocations, and multiple license chargeback models for the portfolio suite of products. It includes hands-on management of allocations in PMMT and TPAS, quarterly software capitalization cycles, and participation in corporate forecasting routines. As portfolio scale and complexity increase, this role ensures financial activities are executed with precision, reduces risks associated with distributed ownership, and strengthens leadership visibility into financial commitments, spend performance, and operational health.

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.

Nice To Haves

Experience supporting chargeback models for platform, tooling, or software licensing products.
Background in technology portfolio management or enterprise technology finance.
Familiarity with automation tools or scripting to streamline financial processes.
Working knowledge of corporate financial governance, audit processes, and internal controls.
Ability to design and maintain dashboards or financial reporting tooling using platforms such as Power BI or Tableau.
Strong communication skills capable of translating financial insights into business-aligned recommendations.
Proven ability to operate in a fast-paced environment with shifting priorities and multiple stakeholders.

Responsibilities

Financial Stewardship and Reporting Manage end-to-end financial operations including funding oversight, CIO allocations, PMMT and TPAS entries, and license chargeback models for the portfolio.
Maintain accurate forecasting, budgeting, variance analysis, and financial tracking to support strategic planning and investment decisions.
Lead quarterly Software Capitalization cycles, ensuring timely data collection, validation, and submission.
Coordinate forecast cycles by preparing updates, reconciling changes, and ensuring alignment with portfolio priorities.
Provide timely, transparent financial reporting and insights to leadership covering spend, value realization, trends, and financial risks.
Partner with Finance, Procurement, Vendor Management, and Product teams to ensure compliance with financial controls, accounting policies, and audit requirements.
Financial Operations and Tooling Maintain and improve financial tooling, dashboards, and reporting mechanisms that provide real-time visibility into financial health and commitments.
Promote automation-first practices that streamline financial workflows, reduce manual effort, and improve accuracy across monthly and quarterly cycles.
Translate financial strategy into clear operational plans, funding models, and standardized processes.
Continuous Improvement and Governance Maintain compliance with enterprise financial, security, and audit standards across all financial operations.
Use metrics, diagnostics, and structured feedback cycles to drive improvements in forecasting quality, reporting precision, and operational efficiency.
Identify opportunities to enhance chargeback models, optimize funding workflows, and improve transparency across the DevEx portfolio.