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Financial Data and Reporting Ops Analyst

Jacksonville, Florida

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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!

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.

This job is responsible for the analysis and resolution of tax operations processes and issues that require coordination of multiple stakeholders.

Key Responsibilities:

• Perform US IRW Tax Withholding and Reporting function

• Service tax related client inquiries and escalations particularly for the Prime Brokerage business

• Liaise with associates at all levels across global locations

• Participate in ad hoc projects for new processes, regulatory & industry initiatives

• Compile metrics and quality assurance results with a high degree of focus on regulatory controls

• Adhere to defined procedures and regulatory requirements

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:

• Proficient in Microsoft applications, in particular, Excel

• Strong reconciliation and problem-solving skills

• Ability to multitask and work independently in a fast paced environment

• Excellent people management skills

• Strong organizational, analytical problem-solving skills

• Excellent written and verbal communication skills

Desired Skills:

• Chapter 3, 4, 61 and 1099/1042s knowledge

• Strives to bring new thoughts and ideas to teams to drive innovation and unique solutions.

• Excels in working among diverse viewpoints to determine the best path forward

• A continuous learner

• Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base

+ College degree

+ Tax experience

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.

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.

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.