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Financial Data and Reporting Operations Analyst – manage credit disputes, escalation, and tax reporting at Bank of America in Pennington, NJ.
Mid-level role with responsibilities in reconciliations, analytics, and process improvement; requires Excel, MIDAS, Oracle, Tableau skills.
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!
Job Description
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.
Line of Business Job Description: The Regulatory Mailing Services Analyst supports the day-to-day delivery, reporting, and quality of regulatory client communications, ensuring materials are distributed accurately and on time while assisting with client inquiries and project initiatives.
This role partners with operations, product, and technology teams to support production, reconciliation, and compliance across trade confirmations, prospectuses, service notices, return mail, and electronic delivery. It offers the opportunity to build a strong foundation in financial services operations and regulatory processes.
The analyst also participates in audit and risk activities, supports operational controls, and assists with tracking key metrics. The role contributes to maintaining and improving procedures, providing hands‑on experience in process improvement and data‑driven decision‑making.
The ideal candidate is detail-oriented, collaborative, and eager to learn. They are comfortable working with data, able to manage multiple priorities, and communicate effectively in a fast‑paced environment, with the opportunity to grow technical, analytical, and business partnership skills.
Schedule
Schedule: Monday - Friday | 8:00AM - 5:00PM
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 Qualifications
- 2+ years of Operations or Brokerage experience
- Comfort working with data, including using tools such as Excel to organize, analyze, and report on information (e.g., formulas, pivot tables, basic data manipulation)
- Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment
- Effective communication skills with the ability to collaborate across teams and with external partners
- Demonstrate integrity, emotional intelligence, and teamwork
- Analytical mindset with the ability to problem-solve and interpret data to support decision-making
- Show accountability, attention to detail, and a commitment to accuracy
- Ability to learn quickly, adapt to new systems, and apply new concepts in a practical way
- Knowledge of or desire to learn advanced reporting tools such as MIDAS, Oracle, and Tableau
Desired Qualifications
- Knowledge of trade settlement and prospectus fulfillment for both paper and electronic document delivery is a plus
- Fluent with BOSS and KD screens
- Confidence participating in team discussions and gradually taking on more ownership in meetings or projects
- Strong teamwork and interpersonal abilities, with a willingness to ask questions
Skills
- Customer and Client Focus
- Oral Communications
- Written Communications
- Adaptability
- Attention to Detail
- Critical Thinking
- Problem Solving
- Active Listening
- Collaboration
- Result Orientation
- Stakeholder Management
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Shift
1st shift (United States of America)
Hours Per Week
40