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 an 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.

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.

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

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.

• 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   

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

Skills:

• Customer and Client Focus

• Oral Communications

• Written Communications

• Adaptability

• Attention to Detail

• Critical Thinking

• Problem Solving

• Active Listening

• Collaboration

• Result Orientation

• Stakeholder Management

Schedule: Monday - Friday | 8:00am - 5:00pm

Enterprise position overview
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.

Shift:

Hours Per Week: