Financial Data and Reporting Ops Analyst

Bank of America•Farmington, NM

5h•Onsite

About The Position

At Bank of America, the Financial Data and Reporting Ops Analyst handles moderately complex operations processes related to credit disputes, escalations, and tax reporting. The role involves analysis, research, reconciliation, reporting data validation, and resolving issues and customer requests that may carry high levels of risk within enterprise risk categories. The analyst processes transactions, reconciles data, and resolves research requests from clients, consumer reporting agencies, or taxing authorities, consulting management for support as needed. The position is part of the GBAM Operations Tax and Control Banking Outreach team, which supports US tax form and CRS self-certification refresh and inquiry processes. The team works directly with Treasury clients and global business partners, including tax operations teams in the US, APAC, EMEA, and Canada/LATAM, as well as Corporate and Enterprise Tax, Fulfilment, Service, and Operations. Work includes refreshing expired tax forms, collecting tax forms after a change in circumstance, validating reporting on weekly, monthly, and annual schedules, analyzing and approving refunds, responding to general inquiries, and translating and disseminating Global Tax communications. Bank of America describes its workplace culture as inclusive and supportive of teammates’ physical, emotional, and financial wellness. The company is committed to an in-office culture that supports collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

Requirements

A minimum of 1 year of client-facing experience.
Strong attention to detail.
Proven ability to create and deliver strong business results.
Ability to work to deadlines.
Strong written and verbal communication skills.
Ability to work well as a team player and demonstrate enthusiasm and commitment.
Ability to prioritize, use initiative, and be flexible.
Proactive approach to problem resolution.
Ability to work under pressure, meet deadlines, navigate change, and prioritize daily.

Nice To Haves

Knowledge of FATCA or CRS tax regulations.

Responsibilities

Perform moderately complex activities supporting credit disputes, escalations, and tax reporting in accordance with established written procedures and guidelines, ensuring accurate and timely delivery.
Research and resolve moderately complex financial data requests or exceptions through analysis of assembled data.
Perform routine analytics, create reports, and process exceptions.
Identify risks and opportunities for process improvement, considering the impact of work on other operational units, and escalate risk concerns as appropriate.
Provide quality service and support to internal business partners and external clients.
Refresh expired tax forms and collect tax forms following a change in circumstance.
Validate reporting weekly, monthly, and annually.
Analyze and approve refunds.
Respond to general inquiries.
Translate and disseminate Global Tax communications.