Financial Data and Reporting Ops Consultant

Bank of America•Jacksonville, FL

2d•Onsite

About The Position

This role is responsible for analyzing and resolving highly complex credit and tax operations processes and issues, coordinating with multiple stakeholders as needed. The consultant performs U.S. IRW tax withholding and reporting for Forms 1099, 1042-S, and 1042; investigates tax-related client inquiries and escalations; reconciles high-volume reporting data; and produces, analyzes, and presents tax reporting metrics and trends. The role also supports tax-related initiatives and regulatory change implementations in collaboration with GBAM Tax Change and GBAM Technology. The successful candidate works with global partners across GBAM Operations Tax & Control, GBAM Tax Change, GBAM Technology, Global Tax Policy, and Global Tax Compliance. Responsibilities include following defined procedures and regulatory requirements, conducting root cause analysis, performing quality control and analytical support, and developing or updating procedures. The role supports operational projects, executive-level reporting and presentations for senior management, and process improvements and initiatives involving multiple stakeholders.

Requirements

Advanced working knowledge of Microsoft Office applications, especially Excel for data analysis and reporting.
Demonstrated 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 maintaining data integrity across reporting processes and deliverables.
Excellent written and verbal communication skills, with the ability to clearly articulate 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 new ideas and perspectives to drive innovation and deliver 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.
Interest in driving initiatives to enhance tools, technology, and ways of working to support an evolving client base.
Values diversity of thought and background and fosters an inclusive environment that reflects and supports diverse needs of clients and employees 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 in collaboration 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 address 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 ensure they are 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.
Adhere to defined procedures and regulatory requirements.