Financial Data and Reporting Ops Analyst

About the Role

This job is responsible for handling moderately complex operations processes related to credit disputes, escalations, and tax reporting. Wealth Management Tax Operations supports critical tax reporting, withholding, and cost basis functions to ensure compliance with IRS and state regulatory requirements for GWIM investment and retirement accounts. The Consolidated Statement team is responsible for the production and delivery of approximately 4 million annual tax reporting statements.

Key Responsibilities

• Lead assigned tax reporting processes and provide cross-functional support across related operations.
• Analyze and validate tax data, reports, and system outputs to ensure 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 to improve efficiency and data integrity.
• Identify trends, risks, and process improvement opportunities through ongoing data analysis.
• Performs moderately complex activities supporting credit disputes, escalations, and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery.
• Researches and resolves moderately complex financial data requests or exceptions based on analysis of assembled data in an accurate and timely manner.
• Performs routine analytics, report creation, and exception processing.
• Identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units and escalates risk concerns, as appropriate.
• Provides quality service and support for internal business partners and external clients.
• Supports the research, development, testing, and implementation of tax database enhancements and regulatory updates driven by changing IRS and state requirements.

Requirements & Tech Stack

• Strong analytical, research, and problem-solving capabilities.
• Excellent written and verbal communication skills.
• Advanced Microsoft Excel skills and proficiency in Microsoft Office applications.
• 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
• Problem Solving
• Collaboration
• Result Orientation
• Stakeholder Management
• Customer and Client Focus
• Oral Communications
• Written Communications
• Adaptability
• Attention to Detail
• Active Listening
• Weekend and weekday overtime may be required, particularly during the peak tax reporting season from January through April.
• 1st shift (United States of America)
• 40 Hours Per Week

Qualifications

• Bachelor's degree in Business, Finance, Accounting, Data Analytics, or a related field.
• Experience in tax reporting, financial services operations, or regulatory compliance.
• Knowledge of reporting automation, VBA/macros, or data analysis tools.