Financial Data and Reporting Ops Analyst

7 days ago

Jacksonville, United States Disability Solutions Full time
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:

Enterprise Role Overview:
Follows established written procedures and guidelines, provides technical and analytical support in a global markets operations support function for one or more operations product areas. Uses established techniques to analyze and resolve complex operations support problems/initiatives requiring exception handling and/or coordination of multiple operational and/or product/services specialists to resolve. May assist in managing projects and/or introduction of new initiatives, systems, products and services and processes coordination across multiple operations functions. Employees will have college degree (Associates or higher) or comparable work experience. Required skills include: expert Excel knowledge, detail orientation, ability to manage multiple priorities and multi task, excellent time management and prioritization skills, with ability to meet tight deadlines, ability and willingness to continuously learn on the job, ability to problem-solve and take ownership of process improvements, ability to work in a team environment, excellent verbal and written communication skills with ability to communicate with various stakeholders. Desired skills include: Business, Finance, Accounting, Economics, or similar major preferred and a basic understanding of and/or experience in financial service industry.

Responsibilities:

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.

Responsibilities also include but not limited to:
  • Perform the Global Markets client outreach for tax form(s) and remediation documentation requests.
  • Partner with Regulatory Deployment, Sales/Trading desks, client service teams to organize the outreach details including email templates/communications to clients and the client contact information.
  • Navigate multiple systems in order to handle client inquiries when issues arise and respond back to those queries as soon as possible.
  • Daily monitoring and tracking of the outreach emails and subsequent follow up/outreach to clients that are unresponsive or currently out of office.
  • Review documents provided by client and send to the appropriate internal teams
  • Provide metrics reporting/status updates on a weekly basis to Senior Ops Mgt.
  • 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 Qualifications:
  • Must be comfortable operating Microsoft products
  • Excellent communication skills
  • Attention to detail
  • Ability to multitask & work well under pressure to produce results for our clients and front office partners.
  • Strong PC and Microsoft skills


Desired Qualifications:
  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
  • Excels in working among diverse viewpoints to determine the best path forward.
  • Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner.
  • Commitment to challenging the status quo and promoting positive change.
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.


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

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