Financial Data and Reporting Ops Analyst

The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-10-26

Job description

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 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:
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.

Wealth Management Tax Operations supports critical tax reporting, withholding, and cost basis functions to ensure compliance with IRS and state regulatory requirements for GWIM investment and retirement accounts. The Consolidated Statement team is responsible for the production and delivery of approximately 4 million annual tax reporting statements.

This role requires a highly analytical professional who independently researches, investigates, and validates complex tax reporting data to ensure the accuracy and integrity of information maintained within the tax database. The incumbent conducts in-depth analysis of tax income data, identifies discrepancies, determines root causes, and develops solutions to maintain compliance with regulatory reporting requirements.
Findings and recommendations directly support the accuracy of tax statements issued to clients and reported to federal and state regulatory agencies.

Key responsibilities include performing independent reviews of daily and monthly reporting processes, analyzing large data sets to identify trends, exceptions, and potential risks, and validating the effectiveness of internal controls and operational procedures. The role requires the ability to synthesize information from multiple sources, draw data-driven conclusions, and communicate findings to stakeholders.

The successful candidate will also support the research, development, testing, and implementation of tax database enhancements and regulatory updates driven by changing IRS and state requirements. This includes evaluating business impacts, performing system and data analysis, validating test results, and ensuring successful integration of process improvements.

The position demands strong critical thinking, attention to detail, and the ability to manage competing priorities in a dynamic regulatory environment. Weekend and weekday overtime may be required, particularly during the peak tax reporting season from January through April.

Key Responsibilities
• Lead assigned tax reporting processes and provide cross-functional support across related operations.
• Analyze and validate tax data, reports, and system outputs to ensure accuracy and regulatory compliance.
• Investigate and resolve tax reporting discrepancies through independent research and root cause analysis.
• Assess and implement federal and state regulatory changes impacting tax reporting processes.
• Research and respond to complex tax reporting inquiries from business partners and Branch Office associates.
• Develop, test, and enhance reporting tools, macros, and data extraction processes to improve efficiency and data integrity.
• Identify trends, risks, and process improvement opportunities through ongoing data analysis.

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

• Customer and Client Focus
• Oral Communications
• Written Communications
• Adaptability
• Attention to Detail
• Critical Thinking
• Problem Solving
• Active Listening
• Collaboration
• Result Orientation
• Stakeholder Management

Explore around this job

Field: Operations and Management Sub-niche: Business operations and strategy All jobs at Bank of America Jobs in Florida Jobs in Jacksonville, FL Jacksonville city guide Florida state guide Duval County economy

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About the role

This is a Mid Level role in the Operations and Management field (Business operations and strategy) at Bank of America. Mid-level roles usually expect some years of relevant experience and the ability to work with limited supervision.

We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.

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How to prepare and behave

This is editorial guidance, not information from the employer.

• Read the whole description and match your examples to its requirements; use the same words the posting uses where they are true for you.
• Research the employer before the interview: what it does, who its customers are and recent news; prepare two or three questions about the work.
• Arrive early (or log in early for a video call), dress one step above the daily dress code, and test your camera and audio beforehand.
• Answer with short stories: the situation, what you did and the result. Give numbers when you have them and never invent them.
• Be honest about gaps; say what you did to learn and how fast you can close them.
• Ask about the team, the first 90 days, how success is measured and the schedule; do not open with salary and time off.
• When pay comes up, know the market range for the occupation and your lowest acceptable offer before you answer; ask for the full package in writing.
• Send a short thank-you message within a day, mentioning one thing you discussed.

Know your rights as a candidate and an employee:

• U.S. Equal Employment Opportunity Commission: prohibited employment practices
• U.S. Department of Labor: Wage and Hour Division
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• USA.gov: avoiding job scams

The city

The job is in Jacksonville, FL. Below is what the official statistics say about living and working there.

How Jacksonville compares. Among the 120 largest places in Florida, Jacksonville is #1 by population, #6 for long commutes (#1 = fewest), #18 for rent (#1 = cheapest), #84 for homeownership (#1 = highest). Its county, Duval County, is #4 of 67 counties for average pay ($71,652).

The place in numbers

Jacksonville has 977,670 residents (ACS 2020–2024), about 4.4% of the population of Florida. It covers 747 square miles of land, which works out to roughly 1,308 people per square mile. The median age is 36.5, 14% younger than the state median (36.5 against 42.6).

Housing

The median gross rent is $1,465 a month (rent plus utilities), 12% below the state median ($1,465 against $1,669). Over a year that is 25.2% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $293,700, which is 4.2 times the median household income ($69,872). 57.6% of households own their home, 15% below the state average (57.6% against 67.6%).

Work and pay

The Jacksonville, FL metropolitan area has 765,930 jobs in the BLS wage survey, and the median pay across all occupations is $48,830 a year, 4% below the national median ($48,830 against $50,980). The biggest occupation groups are office and administrative support (96,850 jobs, median $46,110); transportation and material moving (75,870 jobs, median $44,630); sales and related (75,260 jobs, median $37,530). The area is most specialised in construction and extraction (1.2 times) and installation, maintenance, and repair (1.2 times), where the share of workers is above the national share. The best-paying groups with at least 5,000 jobs are management ($113,940) and computer and mathematical ($101,550). In 2026M09 the unemployment rate of Duval County was 4.5%. 63.8% of residents aged 16 and over are in the labour force. The city lies in Duval County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 70.8% drive alone, 1.0% use public transit, 1.3% walk, 15.5% work from home. 8.9% of workers commute 45 minutes or more, 51% below the state average (8.9% against 18.1%).

People and education

33.2% of adults aged 25 and over hold a bachelor's degree or higher, about the same as the state share (33.2% against 34.1%). 12.5% of residents were born outside the United States, 43% below the state share (12.5% against 21.9%). The poverty rate is 14.5%, 16% above the state rate (14.5% against 12.6%).

Climate

The warmest month is Jul, averaging 82°F (27.6°C), and the coolest is Jan at 52°F (11.2°C). About 1,286 mm (51 inches) of precipitation falls in a year; Jun is the wettest month (187 mm) and Nov the driest (53 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.

Nearby cities to compare

Closest cities in this guide: Fruit Cove (17 miles, rent 59% higher); St. Marys (29 miles, rent 19% lower); Kingsland (36 miles, rent 13% lower); Brunswick (56 miles, rent 35% lower). Rent differences are against Jacksonville; use the Compare tab to put any two cities side by side.

Full guide to Jacksonville →Florida guideAll jobs in Jacksonville

Official links for Jacksonville

• Census Bureau data profile for Jacksonville
• Official website of Duval County: coj.net
• Official state website: myflorida.com
• BLS Economy at a Glance: Florida

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

Where to live

CITY Official statistics Source: U.S. Census Bureau, American Community Survey 2020–2024 5-year (via Census Reporter) · Data: ACS 2020–2024

Places within 50 miles (straight line) of Jacksonville, FL that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.

Career paths

We could not match this title to one occupation, so here are the other sub-niches in Operations and Management, where your skills may carry over:

Project management (207) Program management (144) Supply chain and logistics (293) Executive and general management (1271)

Distances

CITY Calculation (straight line) Source: U.S. Census Bureau Gazetteer (coordinates) · Data: 2024

How far Jacksonville, FL is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.

The employer

Bank of America is the employer in this listing. See all its open jobs here →

Company description (from The Muse): Bank of America provides people, companies, and institutional investors with industry-leading financial products and services.

size: Large Size; industries: Financial Services; locations on The Muse: Charlotte, NC.

It is among the 200 largest US-headquartered employers in our list, with about 213,000 employees worldwide (2025). Company page with headquarters, state economy and official links →

Official links for Bank of America

• Official website of Bank of America: bankofamerica.com
• SEC EDGAR: company filings search
• Official state website: nc.gov

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

The employer's profile on The Muse →

What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".

Other open jobs at Bank of America

Similar jobs

Same sub-niche: Business operations and strategy

More jobs in Jacksonville, FL

All Business operations and strategy jobs → · All Operations and Management sub-niches →

FAQ

What is the Financial Data and Reporting Ops Analyst job at Bank of America?

A mid level role in operations and management (business operations and strategy) listed 14 days ago. The full description is on this page and on The Muse.

Where is this job?

Jacksonville, FL.

How do I apply?

Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.

How much does it pay?

The listing does not publish pay, and we could not match the title to one official occupation.

What is the cost of living there?

Median rent in Jacksonville is $1,465 a month and median household income $69,872 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-10-26 (14 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse business operations and strategy jobs in Florida.

Sources and terms

• Job data: The Muse public API (listing dated 2026-10-26). The job disappears from this site when it disappears from the source.
• Wages and projections: BLS OEWS (May 2025) and Employment Projections 2025–35.
• City and county figures: Census Bureau ACS 2020–2024, BEA, BLS QCEW and LAUS, NASA POWER climatology; distances from Census Gazetteer coordinates.

AtiveSite is not affiliated with or endorsed by The Muse, the employer or any government agency, and does not process applications. Verify every detail with the employer before acting.

Sources

• BLS OEWS (wages and employment by occupation, May 2025)
• BLS Employment Projections 2025–35
• BLS Local Area Unemployment Statistics
• BLS JOLTS
• BLS State and Metro Area Employment
• Census Bureau American Community Survey (via Census Reporter)
• BEA GDP by state and Regional Price Parities
• IRS 2026 tax adjustments
• U.S. Department of Labor, minimum wage by state
• Tax Foundation state income tax rates 2026
• USAJOBS
• USCIS
• U.S. Department of State, visas
• NASA POWER climatology
• GeoNames / Census Gazetteer (coordinates)