Financial Data and Reporting Ops Analyst

Bank of America

. Handle moderately complex operations processes related to credit disputes, escalations, and tax reporting .

Posted 10/2/2026full-timePennington • New Jersey • United StatesMid-LevelSenior💰 $25 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical and problem-solving capabilities in managing credit disputes and tax reporting processes. Proficient in financial data reconciliation and quality assurance, with a commitment to continuous improvement and collaboration across teams.

Highest-signal resume keywords

Tax Withholding ExperienceIRS Rules UnderstandingData ReconciliationQuality Assurance FunctionsMS Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisTransaction ProcessingReconciliationTax ReportingException Processing

Soft Skills

Problem SolvingDetail OrientedStrong CommunicationOrganizational SkillsInterpersonal Skills

Tools & Technologies

Integrated Quality Systems Workflow ToolMS OutlookMS ExcelMS Word

Industry Keywords

Credit DisputesTax WithholdingFinancial Data ResearchProcess ImprovementQuality Service

About the role

Key responsibilities & impact

Handle moderately complex operations processes related to credit disputes, escalations, and tax reporting
Analyze, research, reconcile, validate reporting data, and resolve issues and customer requests
Process transactions, reconciliations, and research requests for clients, consumer reporting agencies, or taxing authorities
Perform daily reconciliation and tax withholding payment remittances to the IRS and states
Complete daily, weekly, and monthly quality assurance functions for tax payments, federal and state tax filings, withholding inquiries, reversals, and manual adjustments
Review daily tax withholding payments before remittance to the IRS and states
Review manual processing for accuracy, completeness, and timeliness using the Integrated Quality Systems workflow tool
Escalate issues or concerns identified during quality assurance reviews to management
Reconcile tax withholding ledgers daily and identify variances
Complete monthly Frontier attestation for tax withholding ledgers
Collaborate with Tax Operations teams and management on process enhancements
Perform analytics, report creation, exception processing, and financial data research
Identify risks and process improvement opportunities
Provide quality service and support to internal business partners and external clients

Requirements

What you’ll need

Strong problem solving, analytical and decision making skills
Detail oriented with strong organization skills
Strong oral and written communication skills and ability to interact with management
Ability to manage multiple priorities to meet daily deliverables
Proven effectiveness in a fast paced and demanding environment with the ability to work under pressure
Proficient in MS Office (Outlook, Excel, Word)
Strong interpersonal skills and ability to collaborate within and across teams
Demonstrates initiative and a commitment to continuous learning
Tax Withholding or related financial experience (desired)
Understanding of IRS rules and regulations (desired)
Ability to work 1st shift in the United States of America
Ability to work 40 hours per week
Overtime during tax season

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support to employees
In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact