Financial Data and Reporting Ops Analyst

About the Role

Bank of America is seeking a Financial Data and Reporting Ops Analyst to handle moderately complex operations processes related to credit disputes, escalations, and tax reporting. This role is responsible for analysis, research, reconciliation, reporting data validation, and resolution of issues and customer requests.

Key Responsibilities

• Lead assigned tax reporting processes and provide cross-functional support.
• Analyze and validate tax data, reports, and system outputs for accuracy and regulatory compliance.
• Investigate and resolve tax reporting discrepancies through independent research and root cause analysis.
• Assess and implement federal and state regulatory changes impacting tax reporting processes.
• Research and respond to complex tax reporting inquiries from business partners and Branch Office associates.
• Develop, test, and enhance reporting tools, macros, and data extraction processes.
• Identify trends, risks, and process improvement opportunities through ongoing data analysis.
• Perform moderately complex activities supporting credit disputes, escalations, and tax reporting.
• Research and resolve moderately complex financial data requests or exceptions.
• Perform routine analytics, report creation, and exception processing.
• Identify risk and opportunities for process improvement and escalate risk concerns.
• Provide quality service and support for internal business partners and external clients.
• Support the research, development, testing, and implementation of tax database enhancements and regulatory updates.

Requirements & Tech Stack

• Advanced Microsoft Excel skills
• Proficiency in Microsoft Office applications
• Experience in tax reporting, financial services operations, or regulatory compliance is desired.
• Knowledge of reporting automation, VBA/macros, or data analysis tools is desired.

Qualifications

• Strong analytical, research, and problem-solving capabilities.
• Excellent written and verbal communication skills.
• Ability to work independently, manage multiple priorities, and meet deadlines.
• Strong attention to detail with a focus on data accuracy and quality.
• Ability to collaborate effectively across Operations, Technology, Compliance, and Management teams.
• Adaptability and a proactive approach to change and continuous improvement.
• Critical Thinking
• Active Listening
• Collaboration
• Result Orientation
• Stakeholder Management
• Weekend and weekday overtime may be required, particularly during the peak tax reporting season (January through April).