Financial Data and Reporting Ops Consultant

Bank of America•Jacksonville, FL

2h•Onsite

About The Position

At Bank of America, the Financial Data and Reporting Ops Consultant analyzes and resolves highly complex credit and tax operations processes and issues, coordinating multiple stakeholders. The role follows defined procedures and regulatory requirements and manages projects and initiatives that support process improvements and procedure updates. It supports coordination across stakeholder groups, including business controls and governance organizations. The consultant performs U.S. IRW tax withholding and reporting for Forms 1099, 1042-S, and 1042; works with global partners across GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Tax Policy, and Global Tax Compliance; investigates and resolves tax-related client inquiries and escalations; produces, analyzes, and presents tax reporting metrics and trends; reconciles high-volume data used in U.S. IRW tax reporting; and drives tax initiatives and regulatory change implementations. The role also leads resolution of complex client issues related to tax and credit reporting, conducts root cause analysis, provides quality control and analytical support, develops and updates procedures, supports operational projects and executive-level reporting, and facilitates process improvements and initiatives across stakeholders.

Requirements

Advanced working knowledge of Microsoft Office applications, especially Excel for data analysis and reporting.
Experience performing complex reconciliations, researching variances, identifying root causes, and implementing effective resolutions.
Ability to manage multiple priorities while maintaining accuracy and meeting tight deadlines in a dynamic environment.
Strong interpersonal skills and ability to work independently and collaboratively within cross-functional teams.
Exceptional organizational skills and attention to detail, with commitment to data integrity across reporting processes and deliverables.
Excellent written and verbal communication skills, including the ability to clearly communicate issues, solutions, and status updates to stakeholders.
Bachelor’s degree or equivalent combination of education and relevant work experience.

Nice To Haves

Experience with financial reporting, regulatory reporting, tax operations, or financial data management processes.
Knowledge of U.S. Treasury regulations, including Chapters 3, 4, and 61, and familiarity with information reporting requirements such as Forms 1099 and 1042-S.
Proactive approach to bringing forward ideas and perspectives to drive innovation and differentiated solutions.
Knowledge of operational risk and control practices, including process improvement and issue remediation.
Willingness to challenge the status quo, champion new approaches, and promote positive organizational change.
Participation in and leadership of initiatives to improve tools, technology, and ways of working for an evolving client base.
Ability to value diversity of thought and background and foster an inclusive environment supporting diverse client and employee needs globally.

Responsibilities

Perform U.S. IRW tax withholding and reporting for Forms 1099, 1042-S, and 1042.
Collaborate with global partners across GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Tax Policy, and Global Tax Compliance on tax reporting, operational initiatives, and strategic change efforts.
Investigate and resolve tax-related client inquiries and escalations in a timely manner.
Produce, analyze, and present tax reporting metrics and trends.
Reconcile high-volume data used in U.S. IRW tax reporting.
Drive tax-related initiatives and regulatory change implementations with GBAM Tax Change and GBAM Technology.
Lead end-to-end resolution of complex client issues and inquiries related to tax and credit reporting, including research and engagement of business functional experts.
Conduct root cause analysis and drive solutions to organizational challenges and initiatives.
Perform quality control and analytical support to ensure high performance accuracy.
Develop and implement new processes and procedures and modify existing procedures to keep them accurate and up to date.
Support operational team projects and produce executive-level reports and presentations for senior management.
Identify, facilitate, and support process improvements, requirements, and initiatives across multiple stakeholders.