Financial Data and Reporting Ops Analyst

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 is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

Financial Data and Reporting Ops Analyst is responsible for overseeing the accuracy and timeliness of delivery for statements, fee disclosures, confirmations and other correspondence sent to 401(k) plan participants and sponsors. 
 

Responsibilities:

• Complete inline quality assurance testing of various statements and correspondence to validate that information on the document matches data from the system of record 
• Partner with line of business and product owners to resolve discrepancies between the document and system of record
• Review reporting to reconcile statements and correspondence ordered to match volumes delivered to clients
• Complete user acceptance testing for development of new correspondence and changes to existing templates   

Skills:

• Solid foundation of quality assurance testing
• Communication- Demonstrates the ability to communicate quality assurance test findings to various business partners to facilitate resolution  
• Analytical skills – Able to analyze data, recognize a defect or variance, report and escalate when needed
• Prioritization – Understands how to prioritize workload based on criticality, regulatory requirements and internal client need
• Ownership – Demonstrates personal accountability to ensure accuracy of statements and correspondence that are within their scope of responsibility
• Strong knowledge of all MS software, especially Excel and Word. Excellent verbal and written communication skills

Desired Skills:

• Experience and knowledge of document / correspondence creation processes
• Knowledge of systems of record used to manage retirement accounts and processes, MLII, iGate, Content Manager On Demand (CMOD)
• Highly organized with the ability to produce error-free work. Effective problem-solving skills.
• Ability to work autonomously once role responsibilities are defined
• Experience working with multiple business partners and comfortable navigating various organizations to ensure right stakeholders are involved 
   

Shift:

Hours Per Week: