Financial Data and Reporting Ops AnalystBank of America

Financial Data and Reporting Ops Analyst

Pennington, New Jersey;Jacksonville, Florida

To proceed with your application, you must be at least 18 years of age.

Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pennington/Financial-Data-and-Reporting-Ops-Analyst_26039083-2)

Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.

Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pennington/Financial-Data-and-Reporting-Ops-Analyst_26039083-2)

Refer a friend

To proceed with your application, you must be at least 18 years of age.

Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pennington/Financial-Data-and-Reporting-Ops-Analyst_26039083-2)

Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position.

Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pennington/Financial-Data-and-Reporting-Ops-Analyst_26039083-2)

Job Description:

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!

Job Description:

This job is responsible for handling moderately complex operations processes related to credit disputes, escalations and tax reporting. Key responsibilities include analysis, research, reconciliation, reporting data validation and resolution of issues and identified customer requests which may carry high levels of risk within enterprise risk categories. Job expectations include handling moderately complex transaction processing, reconciliation, and resolution of research requests to clients, consumer reporting agencies or taxing authorities, consulting with management for support.

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.

This role requires a highly analytical professional who independently researches, investigates, and validates complex tax reporting data to ensure the accuracy and integrity of information maintained within the tax database. The incumbent conducts in-depth analysis of tax income data, identifies discrepancies, determines root causes, and develops solutions to maintain compliance with regulatory reporting requirements.

Findings and recommendations directly support the accuracy of tax statements issued to clients and reported to federal and state regulatory agencies.

Key responsibilities include performing independent reviews of daily and monthly reporting processes, analyzing large data sets to identify trends, exceptions, and potential risks, and validating the effectiveness of internal controls and operational procedures. The role requires the ability to synthesize information from multiple sources, draw data-driven conclusions, and communicate findings to stakeholders.

The successful candidate will also support the research, development, testing, and implementation of tax database enhancements and regulatory updates driven by changing IRS and state requirements. This includes evaluating business impacts, performing system and data analysis, validating test results, and ensuring successful integration of process improvements.

The position demands strong critical thinking, attention to detail, and the ability to manage competing priorities in a dynamic regulatory environment. Weekend and weekday overtime may be required, particularly during the peak tax reporting season from January through April.

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.

Responsibilities:

• 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

Required Skills:

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.

Desired Skills:

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.

Skills:

• Customer and Client Focus

• Oral Communications

• Written Communications

• Adaptability

• Attention to Detail

• Critical Thinking

• Problem Solving

• Active Listening

• Collaboration

• Result Orientation

• Stakeholder Management

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12.pdf) " poster.

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (Policy) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Banks required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value

Are Not Deposits Are Not Insured by Any Federal Government Agency Are not a condition to Any Banking Service or Activity

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as MLPF&S or Merrill) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust, fiduciary and investment management services are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (BofA Corp.).

Bank of America Private Bank is a division of Bank of America, N.A.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

2026 Bank of America Corporation. All rights reserved.