Program Lead/Project Manager

Bank of America • Charlotte, NC

3d • Onsite

About The Position

At Bank of America, the role supports the strategic initiative planning lifecycle through portfolio analysis, data management, stakeholder coordination, reporting, and technology enablement. It partners across business, product, technology, finance, and program management teams to manage initiative demand, estimation, prioritization, funding analysis, governance, and portfolio visibility.

The role develops and maintains tools, reporting, and workflow solutions that simplify planning processes, improve data quality, reduce manual activity, and provide actionable insights. It supports portfolio planning and governance, maintains planning data and systems, and helps stakeholders advance initiatives toward planning readiness and reflect approved decisions in systems of record.

The position is based at the listed Bank of America locations in Chicago, Illinois, or New York, New York. The posting identifies the role as first shift and states 40 hours per week. Bank of America describes an in-office culture with role-specific flexibility based on responsibilities and business needs.

Requirements

• At least 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, including the ability to organize complex inputs and translate data into actionable information.
• Advanced Microsoft Excel proficiency, 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.

Nice To Haves

• 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.

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.
• Communicate priorities, risks, dependencies, deliverables, and support needs to managers, peers, and business partners.

Benefits

• Annual discretionary incentive plan eligibility.
• Benefits eligibility.
• Paid time off.
• Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed