Client Reporting Analyst III

Posted Yesterday
Be an Early Applicant
4 Locations
In-Office
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Role
Develop and maintain automated reports, dashboards, scorecards, and ETL processes using Business Intelligence tools. Research and model data from disparate database sources, translate stakeholder requirements into technical specifications, document workflows and metadata, and support report deployment and user onboarding. Collaborate cross-functionally to deliver end-to-end reporting solutions and improve data quality, visualization, automation, and production support.
Summary Generated by Built In

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

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.

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 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 on-boarding. Job expectations include developing, maintaining, or enhancing components of large reporting platforms to deliver comprehensive end-to-end reporting solutions.

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

Required Qualifications:

  • Minimum 3 year direct experience with such applications as Alteryx, Tableau, SQL & SAS

  • Minimum of 3 years of data reporting experience

Desired Qualifications:

  • Experience with LoanIQ, Data and Database

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

Minimum Education Requirement:

  • High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Skills Required

  • At least 3 years of direct experience with Alteryx, Tableau, SQL, and SAS
  • At least 3 years of data reporting experience
  • High school diploma, GED, secondary school diploma, or equivalent
  • Experience with LoanIQ and data/database technologies

Bank of America Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Bank of America and has not been reviewed or approved by Bank of America.

  • Healthcare Strength — Health coverage is described as comprehensive, with medical, dental, vision, virtual care via Teladoc, wellness programs, and specialized support for cancer and menopause. Wellness credits and an always‑on EAP with in‑person sessions add to the depth of care.
  • Parental & Family Support — New parents can access up to 26 weeks of leave, including 16 weeks fully paid for eligible teammates, alongside back‑up child and adult care. Family‑building resources and reimbursements (e.g., fertility, adoption, surrogacy) and a dedicated Life Event Services team extend support across life stages.
  • Equity Value & Accessibility — Broad‑based equity through the Sharing Success program, including $1B in stock to nearly all non‑executive employees in January 2026, is intended to foster an ownership mindset. Stock awards (including RSUs) are a recurring component that aligns employees’ interests with shareholders.

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The Company
HQ: Charlotte, NC
208,000 Employees
Year Founded: 1784

What We Do

We make financial lives better for our clients and our communities through the power of every connection. Our employees are at the heart of this purpose, and are key to driving responsible growth. Every day, across the globe, our employees bring a commitment to our purpose and to driving responsible growth by living our values: deliver together, act responsibly, realize the power of our people and trust the team. A key aspect of driving responsible growth is doing so in a sustainable manner, a critical pillar of which is being a great place to work for our teammates.

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