Financial Data and Reporting Ops Consultant

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!

ROLE SUMMARY

The Finance Data & Reporting Operations Consultant serves as a strategic enabler for finance and tax organizations by designing, automating, governing, and operationalizing data and reporting solutions.

This role bridges finance stakeholders, data platforms, and technology teams, owning end-to-end delivery from work intake and requirements definition through production deployment, controls, and ongoing operational support.

The consultant delivers measurable efficiency, transparency, and risk reduction through automation, standardized reporting, workflow governance, and platform enablement, while serving as a subject-matter expert and mentor across multiple lines of business.

CORE RESPONSIBILITIES
 

DATA & REPORTING ENABLEMENT

• Design, develop, and maintain reporting solutions for finance and tax use cases, including work performed under limited or evolving data model documentation.

• Serve as a reporting subject-matter expert by identifying data integrity gaps, resolving mapping issues, and working with enterprise stakeholders to drive resolution.

• Deliver executive-ready KPI and operational reporting to support visibility, prioritization, and risk management.

PROCESS AUTOMATION & WORKFLOW OPTIMIZATION

• Convert manual and semi-manual financial processes into automated, auditable workflows.

• Design and enhance enterprise workflow solutions (e.g. SharePoint or workflow automation platforms) tailored to specific business rules.

• Implement automated notifications and reporting distribution to improve timeliness, accountability, and transparency.

OPERATIONAL GOVERNANCE & CONTROLS

• Establish and maintain structured work intake, prioritization, and delivery processes to ensure clear ownership, traceability, and auditability.

• Implement and manage version control and change governance for reporting and automation assets.

• Balance speed of delivery with strong data handling, documentation, and control discipline.

PLATFORM ENABLEMENT & SME SUPPORT

• Serve as a subject-matter expert for analytics, reporting, and data connectivity platforms, including user enablement and production troubleshooting.

• Develop, document, and maintain standardized procedures for tooling configuration, access, and connectivity.

• Provide consultative guidance to finance and non-finance partners on automation opportunities, feasibility, and solution design.

CROSS-FUNCTIONAL CONSULTING & STAKEHOLDER ENGAGEMENT

• Partner with finance, tax, technology, and operations teams to translate business needs into scalable data and reporting solutions.

• Lead working sessions and forums to remove delivery blockers, align priorities, and accelerate execution.

• Proactively identify risks, capacity constraints, and optimization opportunities across concurrent initiatives.

REQUIRED SKILLS & EXPERIENCE
 

TECHNICAL & ANALYTICAL SKILLS

• Data analysis, and operational metrics.

• Experience with analytics and automation platforms, including workflow tools, reporting galleries, and data access utilities.

• Strong understanding of data connectivity, environment configuration, and production support concepts.

• Ability to operate effectively despite incomplete or evolving data documentation.

BUSINESS & CONSULTING SKILLS

• Demonstrated ability to translate complex business processes into scalable, automated solutions.

• Strong stakeholder communication skills, including the ability to explain technical concepts to non-technical audiences.

• Proven ownership of outcomes across ambiguous and high-complexity initiatives.

LEADERSHIP & EXECUTION

• Self-directed problem solver with a track record of independently identifying gaps and delivering solutions.

• Experience managing multiple concurrent workstreams while maintaining delivery quality and operational controls.

• Commitment to mentoring, knowledge sharing, and continuous process improvement.

PREFERRED QUALIFICATIONS (OPTIONAL)

• Experience supporting enterprise financeial systems and large-scale data or reporting migrations.

• Exposure to workflow governance, ticketing systems, and KPI-driven delivery models.

Enterprise position overview: This job is responsible for the analysis and resolution of highly complex credit and tax operations processes and issues that require coordination of multiple stakeholders to resolve. Key responsibilities include  adhering to  defined procedures and regulatory requirements, while managing projects and initiatives in support of process improvement or updates to procedures.  Job expectations include supporting effective coordination across key stakeholders groups, including business controls and governance organizations.

Shift:

Hours Per Week: