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Financial Data and Reporting Ops Analyst

Pennington, New Jersey

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:

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.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

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.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

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 Bank’s 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.