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 reconciling financial data and adhering to IRS regulations while providing quality service to internal and external stakeholders.

Highest-signal resume keywords

Tax Withholding ExperienceData AnalysisMS Office ProficiencyQuality AssuranceRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ReconciliationTransaction ProcessingPayment ProcessingMetrics ReportingTax Reporting

Soft Skills

Problem SolvingDetail OrientedStrong CommunicationOrganizational SkillsInterpersonal Skills

Industry Keywords

IRS RegulationsCredit DisputesTax WithholdingEscalationsQuality 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
Prepare and review payment packets and gather documentation
Adhere to regulated payment schedules and deadlines
Review, research, and respond to branch inquiries regarding withholding via email or Service Request Portal
Review and research tax withholding reports and monthly reconciliations
Process manual tax withholding adjustments
Reconcile withholding ledgers through system checks and balances
Support year-end, tax withholding remediation, legal entity summary filings, tax-form solicitations, and IRS correspondence
Produce metrics reports and perform Quality Assurance peer reviews
Collaborate with management and internal and external teams on process enhancements
Provide quality service and support for internal business partners and external clients
Work overtime during tax season

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
Understanding of IRS rules and regulations

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