Financial Data and Reporting Ops Analyst

Bank of America - Jacksonville, FL

Full-time - Entry Level

Jacksonville, FL

Credit Intermediation and Related Activities

About the position

The Financial Data and Reporting Ops Analyst at Bank of America is responsible for managing moderately complex operations processes related to credit disputes, escalations, and tax reporting. This role involves analysis, research, reconciliation, and reporting data validation, ensuring compliance with IRS and state regulatory requirements for tax reporting and withholding payments. The analyst will serve as a subject matter expert in short form tax reporting and will collaborate closely with various internal teams to provide operational support and maintain service level agreements.

Responsibilities

• Handle moderately complex operations processes related to credit disputes, escalations, and tax reporting.
• Perform analysis, research, reconciliation, and reporting data validation.
• Resolve issues and customer requests that may carry high levels of risk.
• Process moderately complex transactions and research requests for clients and agencies.
• Consult with management for support on complex issues.
• Function as a subject matter expert in short form tax reporting and state reporting.
• Update entity service level agreements and communicate tax changes.
• Complete complex requests submitted by Front Line Units via Service Request Portal and email.
• Train associates and contractors on procedures and processes.
• Research changes or new requirements for state and federal tax guidelines to mitigate risk.
• Assist management with additional duties as assigned.

Requirements

• 1-2 years prior experience in the financial industry.
• Proficiency with Microsoft Office Applications, specifically Excel.
• High attention to detail and professionalism in all situations.
• Strong analytical and organizational skills.
• Ability to prioritize and handle multiple job-related duties efficiently.
• Proven history of effective ownership and accuracy.

Nice-to-haves

• College degree preferred.
• Experience in Tax Reporting.
• Experience within Wealth Management Operations.
• Reconciliation background is a plus.

Benefits

• Competitive benefits to support physical, emotional, and financial well-being.
• Opportunities for learning and career growth.