Client Reporting Analyst III

Bank of America•Charlotte, NC

About The Position

At Bank of America, the Client Reporting Analyst III supports management decision making by developing reports and end-to-end reporting solutions. The role covers the report development lifecycle: participating in client meetings to understand needs and define requirements, conducting data research and discovery, sourcing and automating data, creating report visualizations, and managing deployment and user onboarding. The position may develop, maintain, or enhance components of large reporting platforms. Within Global Markets Operations, the analyst uses data to identify opportunities to improve operational efficiency, enhance management insight, and strengthen risk controls. The role focuses on Tableau-based analytics, Alteryx automation, and partnering with stakeholders to support data-led decisions. Success is measured by ownership and delivery of a portfolio of Tableau and Alteryx projects that provide measurable business value.

Requirements

1–3 years of experience in Tableau and Alteryx projects that deliver measurable business value.
Solid understanding of data gathering tools and proficiency with business intelligence reporting tools.
Strong experience developing dashboards and visualizations using Tableau.
Experience building automated workflows using Alteryx, or ability to demonstrate rapid adaptability to new analytics and automation tools.
Proven experience using data analytics to identify business insights, drive operational improvement, and support decision making.
Strong stakeholder management and communication skills.
Experience gathering and translating business requirements into technical solutions.
Ability to work independently and manage multiple priorities in a fast-paced environment.

Nice To Haves

Bring new thoughts and ideas to teams to drive innovation and unique solutions.
Work effectively among diverse viewpoints to determine the best path forward.
Connect with a diverse set of clients to understand future business needs and demonstrate continuous learning.
Commitment to challenging the status quo and promoting positive change.
Participate in and drive collaborative efforts to advance tools, technology, and ways of working to serve an evolving client base.
Value diversity to reflect, connect with, and meet the diverse needs of clients and employees around the world.
Strong SQL skills for data extraction, transformation, and analysis.

Responsibilities

Design, develop, and maintain automated reports, dashboards, and scorecards using business intelligence tools, including Alteryx and Tableau.
Design, develop, and maintain automated workflows using Alteryx.
Partner with business stakeholders to translate business requirements into technical specifications.
Create and maintain standard documentation, including metadata, detailed program workflows, and desktop procedures.
Work collaboratively in a cross-functional team, learn from colleagues, and provide routine project updates on calls.
Perform report development activities, including client needs assessment, data research and discovery, data sourcing and automation, visualization, deployment, and user onboarding.
Use data to identify opportunities to improve operational efficiency, enhance management insight, and strengthen risk controls.