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, while ensuring compliance with IRS regulations. Proven ability to collaborate effectively with teams and provide quality service to internal and external stakeholders.

Highest-signal resume keywords

Tax Withholding ExperienceIRS Rules UnderstandingData Analysis and ReportingMS Office ProficiencyQuality Assurance Functions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ValidationReconciliationReportingProcess ImprovementException Processing

Soft Skills

Problem SolvingDetail OrientedStrong CommunicationOrganizational SkillsInterpersonal Skills

Tools & Technologies

Integrated Quality Systems Workflow Tool

Industry Keywords

Credit DisputesTax ReportingFederal Tax FilingsState Tax FilingsWithholding Inquiries

About the role

Key responsibilities & impact

Handle moderately complex operations processes related to credit disputes, escalations and tax reporting
Perform analysis, research, reconciliation, reporting data validation and resolution of issues and customer requests
Complete daily, weekly and monthly quality assurance functions related to tax payments, federal and state tax filings, withholding inquiries, reversals and manual withholding adjustments
Reconcile tax withholding ledgers daily and identify and escalate variances
Complete monthly Frontier attestation for tax withholding ledgers
Review daily tax withholding payments for inline quality assurance 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 QA reviews to management
Collaborate with management and Tax Operations teams on process enhancements
Research and resolve financial data requests or exceptions
Perform routine analytics, report creation and exception processing
Identify process improvement opportunities and escalate risk concerns
Provide quality service and support to 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
Ability to work first shift
Ability to work 40 hours per week

Benefits

Comp & perks

Industry-leading benefits
Paid time off
Resources and support for employees
Benefits eligibility
Base salary compensation (not incentive eligible)