Financial Data and Reporting Ops Consultant - Enterprise Correspondence Operations

Bank of America • Pennington, AL

3d • $69,800 - $103,200 • Onsite

About The Position

This job is responsible for the analysis and resolution of highly complex credit and tax operations processes and issues that require coordination of multiple stakeholders to resolve. Key responsibilities include adhering to defined procedures and regulatory requirements, while managing projects and initiatives in support of process improvement or updates to procedures. Job expectations include supporting effective coordination across key stakeholders groups, including business controls and governance organizations. The Operations Consultant supports the preparation, production, and delivery of Institutional Retirement statements across Defined Contribution, Non Qualified Defined Contribution, Defined Benefit, and Equity products, with full ownership of Health Benefit Solutions statements. This role oversees quarterly account statement processing, maintains all quality assurance documentation in the system of record, and partners with a third party vendor (WEX) and internal teams, including Retirement Services Technology, RPWS, DFS, and DCRS, to ensure timely and accurate statement distribution in accordance with service standards and regulatory requirements. The consultant also contributes to initiatives, identifies process improvements, and builds strong relationships with peers and cross functional partners. Basic knowledge of the financial services industry is preferred.

Requirements

• 2–3 years of experience leading calls, meetings, and strategy sessions with medium‑sized audiences.
• 2–3 years of experience decomposing complex issues and driving timely, well‑informed decisions, with sound judgment on when to seek input and when to act independently.
• 2–3 years of experience communicating complex ideas clearly and concisely to influence key stakeholders and build trust.
• Proven ability to manage and lead the execution of multiple, often competing priorities while meeting deadlines and adhering to policies and standards; performs well under pressure and escalates issues appropriately.
• Strategic thinker and self‑starter who is organized, versatile, and capable of working with minimal oversight.
• Exceptional listening, verbal, and written communication skills with strong attention to detail.
• Strong time‑management and organizational abilities.
• Demonstrated eagerness to learn, develop new skills, innovate, and adapt to industry changes.
• Effective interpersonal skills and the ability to solicit and integrate input from others.
• Ability to work independently as well as part of a virtual team.

Nice To Haves

• Knowledge of systems of record used in the processes, MLII recordkeeping system and WEX (Health Benefit Solutions).
• Highly organized with the ability to produce error-free work.
• Effective problem-solving skills.
• Ability to work autonomously once role responsibilities are defined
• Experience working with multiple business partners and comfortable navigating across organizations

Responsibilities

• Leads end-to-end resolution of complex client issues and inquiries related to tax and credit reporting, often requiring significant research and engagement of business functional experts
• Conducts root cause analysis and drives solutions to address organizational challenges and initiatives
• Performs quality control and analytical support to ensure high performance accuracy
• Develops and implements new processes and procedures, and modifies existing procedures to ensure they are accurate and up to date
• Supports operational team projects and production of executive-level reports and presentations for senior management
• Identifies, facilitates, and supports process improvements, requirements, and initiatives across multiple stakeholders

Benefits

• Access to paid time off
• Resources and support to our employees
• Discretionary incentive eligible
• Eligible to participate in the annual discretionary plan
• Annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

What This Job Offers

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