Financial Data and Reporting Ops Analyst

Bank of America•Jacksonville, FL

3d•Onsite

About The Position

At Bank of America, this role supports moderately complex operations processes related to credit disputes, escalations, and tax reporting. The work includes analysis, research, reconciliation, reporting data validation, and resolving issues and customer requests that may carry elevated enterprise risk. The analyst handles transaction processing, reconciliations, and research requests involving clients, consumer reporting agencies, or taxing authorities, consulting with management for support as needed. The role performs Global Markets client outreach for tax, regulatory, and remediation documentation requests, including monitoring and tracking outreach progress and reporting metrics. It follows established procedures and guidelines, provides standard reporting and analytical support, and uses established techniques to resolve moderately complex operational problems, including transactions requiring special or exception handling. The analyst navigates multiple systems to respond to client inquiries, monitors outreach emails, follows up with clients who have not responded or are out of office, and provides weekly metrics and status updates to Senior Operations Management. The position may manage projects or the introduction of new initiatives, systems, products, services, and processes, coordinating expertise across operations functions or products. As a technical expert, the analyst may also provide informal work direction and technical guidance to less experienced employees handling escalations or operational problems. Bank of America describes its workplace as committed to an in-office culture, with role-specific flexibility based on responsibilities and business needs.

Requirements

Proficient written and oral communication.
Excel knowledge.
Ability to manage multiple priorities and multitask.
Ability to drive tax operations projects and remediation to resolution.
Ability to participate in ad hoc projects involving new processes, regulatory, tax, and industry initiatives.
Customer and client focus, oral and written communication, adaptability, attention to detail, critical thinking, problem solving, active listening, collaboration, result orientation, and stakeholder management.

Nice To Haves

Knowledge of Global Markets Operations.
Knowledge of Tax Operations.
Proficiency in Microsoft applications, including Excel, Word, and PowerPoint.
Analytical, decision-making, critical-thinking, and problem-solving skills.
Comfort working in an environment with a heavy focus on details and accuracy.
Brings new thoughts and ideas to teams to drive innovation and unique solutions; challenges the status quo and promotes positive change; participates in collaborative efforts to improve tools, technology, and ways of working.

Responsibilities

Perform Global Markets client outreach for tax, regulatory, and remediation documentation requests; monitor, track, and report outreach progress.
Monitor outreach emails daily and follow up with clients who are unresponsive or out of office.
Provide weekly metrics reporting and status updates to Senior Operations Management.
Handle moderately complex operations processes related to credit disputes, escalations, and tax reporting, following established procedures and ensuring accurate, timely delivery.
Research and resolve moderately complex financial data requests and exceptions using analysis of assembled data.
Perform transaction processing, reconciliations, routine analytics, report creation, reporting data validation, and exception processing.
Navigate multiple systems to handle client inquiries and respond to queries as soon as possible.
Identify risks and opportunities for process improvement, understand impacts on other operational units, and escalate risk concerns as appropriate.
Provide quality service and support to internal business partners and external clients.
Drive tax operations projects and remediation through resolution and participate in ad hoc projects involving new processes, regulatory, tax, and industry initiatives.
May manage projects or introductions of new initiatives, systems, products, services, and processes, coordinating expertise across operations functions or products.
May provide work direction and technical guidance to less experienced employees resolving escalations or operational problems.