Client Reporting Analyst III

Client Reporting Analyst III Charlotte, North Carolina;Chicago, Illinois

• To proceed with your application, you must be at least 18 years of age.
• Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Client-Reporting-Analyst-III\_26018309-2)
• Bank of America employees are required to meet all
• posting eligibility requirements
• prior to applying for any new position.
• Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Client-Reporting-Analyst-III\_26018309-2) Refer a friend
• To proceed with your application, you must be at least 18 years of age.
• Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Client-Reporting-Analyst-III\_26018309-2)
• Bank of America employees are required to meet all
• posting eligibility requirements
• prior to applying for any new position.
• Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Client-Reporting-Analyst-III\_26018309-2)

• 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 Profile Summary:

• This job is responsible for developing reports to support management decision making.

Key responsibilities include performing all phases of the report development process including participating in client meetings to understand needs and develop requirements, performing data research and data discovery, data sourcing including data automation, creating report visualizations, and managing report deployment including user onboarding. Job expectations include developing, maintaining, or enhancing components of large reporting platforms to deliver comprehensive end-to-end reporting solutions. This job is aligned to the Global Data & Reporting Operations (GDRO) Business Intelligence and Data Strategy Team (BIDS) within Global Markets Operations.

• Responsibilities:

• + Designs, develops, and maintains innovative automated reports, dashboards, and scorecards using Business Intelligence tools including MicroStrategy and Tableau + Designs, develops, and maintains automated data Extract, Transform, and Load (ETL) processes from various database platforms, storing data in 'Fit for Use' relational tables + Analyzes disparate database sources including relational structures, dimensional data models, and cubes + Designs and builds relational data models to support the development of actionable reports, dashboards, and scorecards + Partners with business stakeholders to translate business requirements into technical specifications + Creates and maintains required standard documentation including metadata, detailed workflows documenting program, and desktop procedures + Works collaboratively in a cross-functional team, learns from colleagues, and provides routine updates on calls related to projects + Uses AI-assisted tools, primarily GitHub Copilot, to accelerate analysis, coding, documentation, troubleshooting, and workflow execution while maintaining quality and accuracy + Partners with team members and stakeholders to identify practical use cases for AI within reporting, analytics, and process automation workflows + Creates, refines, and shares reusable AI prompts, guidance, and skills that support team productivity and consistency + Contributes to the development of new AI-enabled approaches for code generation, solution design, process documentation, and knowledge transfer + Reviews and validates AI-generated outputs for accuracy, appropriateness, technical quality, and alignment with business requirements.

+ Supports the responsible and effective adoption of AI tools as part of the team's operating model and day-to-day delivery practices.

• Required Qualifications:

• + Solid understanding of data gathering tools; proficient with business intelligence reporting tools + Handles multiple priorities at once and possesses strong communication skills + Demonstrates strong leadership qualities and consistently shows initiative + 3+ years of relevant experience + Experience with systems functional analysis, technology business analysis, and basic understanding of the different technical platforms, databases, and related technologies + Advanced knowledge of SQL + Working knowledge of software version control systems such as BIT/GIT Bucket or similar platforms + Ability to translate high level business requirements into technical data requirements + Strong communication skills (verbal, written and presentations) + Strong attention to detail and due diligence + Mid-level experience using Copilot Chat to support analysis, documentation, technical problem solving, and day-to-day work execution + Comfort using AI as an assistant across multiple aspects of the job, including research support, coding assistance, summarization, documentation, testing support, and workflow efficiency + Ability to critically review AI-generated outputs and apply sound judgment before using them in production or business-facing deliverables + Ability to incorporate AI tools into existing reporting and analytics workflows in a practical, responsible, and results-oriented manner + Willingness and aptitude to learn, experiment with, and help operationalize emerging AI capabilities relevant to reporting and analytics •

Desired Qualifications:

• + High aptitude for self-motivation and self-directed project work + Data mining experience using SQL querying + Understanding of reporting data governance + Process designer experience + Experience using GitHub Copilot to support code development, debugging, refactoring, scripting, automation, or technical documentation + Curiosity and initiative in identifying new AI-enabled efficiencies and opportunities for continuous improvement.

• Skills
• : + Automation + Data Mining + Data Quality Management + Data Visualization + Reporting + Agile Practices + Attention to Detail + DevOps Practices + Production Support + Technical Documentation + Business Acumen + Business Process Analysis + Continuous Improvement + Innovative Thinking + Quality Assurance + AI-Assisted Problem Solving + AI Prompting and Workflow Enablement + Human Review of AI-Generated Output + Responsible AI Adoption in Business Processes For internal employees: participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.

• Shift:

• 1st shift (United States of America)

• Hours Per Week:

• 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws.

The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your

• "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) "
• poster.
• View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .
• Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.

Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.