Financial Data and Reporting Ops Consultant - Enterprise Correspondence Operations

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!

This job is responsible for the analysis and resolution of highly complex credit and tax operations processes and issues that require coordination of multiple stakeholders to resolve. Key responsibilities include adhering to defined procedures and regulatory requirements, while managing projects and initiatives in support of process improvement or updates to procedures. Job expectations include supporting effective coordination across key stakeholder groups, including business controls and governance organizations.

The Operations Consultant supports the preparation, production, and delivery of Institutional Retirement statements across Defined Contribution, Non Qualified Defined Contribution, Defined Benefit, and Equity products, with full ownership of Health Benefit Solutions statements. This role oversees quarterly account statement processing, maintains all quality assurance documentation in the system of record, and partners with a third‑party vendor (WEX) and internal teams, including Retirement Services Technology, RPWS, DFS, and DCRS, to ensure timely and accurate statement distribution in accordance with service standards and regulatory requirements.

The consultant also contributes to initiatives, identifies process improvements, and builds strong relationships with peers and cross‑functional partners. Basic knowledge of the financial services industry is preferred.

• Leads end‑to‑end resolution of complex client issues and inquiries related to tax and credit reporting, often requiring significant research and engagement of business functional experts
• Conducts root cause analysis and drives solutions to address organizational challenges and initiatives
• Performs quality control and analytical support to ensure high performance accuracy
• Develops and implements new processes and procedures, and modifies existing procedures to ensure they are accurate and up to date
• Supports operational team projects and production of executive‑level reports and presentations for senior management
• Identifies, facilitates, and supports process improvements, requirements, and initiatives across multiple stakeholders

• 2–3 years of experience leading calls, meetings, and strategy sessions with medium‑sized audiences.
• 2–3 years of experience decomposing complex issues and driving timely, well‑informed decisions, with sound judgment on when to seek input and when to act independently.
• 2–3 years of experience communicating complex ideas clearly and concisely to influence key stakeholders and build trust.
• Proven ability to manage and lead the execution of…