Senior Operations Consultant

Bank of America•Riverside, CA

3d•Onsite

About The Position

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for resolving day-to-day complex problems, researching, and executing on complex transactions for multiple sites or larger business unit(s). Key responsibilities include leading the design, development, and implementation of products, systems, processes, and services using discretion within the project management methodologies, with a focus on continuous improvement.

Requirements

Excellent verbal and written communication skills, including presentation skills
Attention to detail
Analytical & Research Skills
Process improvement
Critical thinking
Proficient with Microsoft Office applications
Time management abilities
Must be able to multitask and work well within a team setting
Bachelor’s Degree or equivalent work experience

Nice To Haves

Knowledge of: Tax information reporting & withholding (federal/state) and / or sales & use tax
CFO Technology systems (Oracle & SAP) and data sources
Federal and State tax laws, rules and regulations
Payee setup process (W8, W9 forms)
Product and project support and related activities
System integration and release testing and production support
Engagement with technology and project teams (e.g., PI Planning)
Metrics and reporting
Research and resolution of payments, funding, and accounting-related items.
General Ledger (GL) activities such as journal entries, reclass entries, postings, and account reconciliations.
Account monitoring and transaction clearing
Invoice and payment cancellations
Invoice submission and payment process: Reviewing invoices for accuracy and compliance
Managing workflows and tracking invoice status
Assisting with invoice uploads through spreadsheets and system tools
Critical Thinking
Customer and Client Focus
Decision Making
Problem Solving
Risk Management
Adaptability
Attention to Detail
Collaboration
Issue Management
Analytical Thinking

Responsibilities

Leads the design, development, and implementation of complex products, systems, and services in an operations environment using subject matter expertise
Manages projects and direct activities of a team related to special initiatives
Advises as a technical expert in assigned area by providing work direction, guidance, and training to employees and business partners on new complex initiatives
Builds relationships with business partners across various Lines of Business
Manages and defines responsibilities and accountabilities for key program and projects