Bank of America

Bank of America

Posted via Workday

Client Reporting Analyst III

Posted Sep 29, 2026

Role at a glance

Job function
AI & Data Data Analytics Data Engineering
Salary
Not Disclosed
Location
Plano, United States
Employment
Full-time

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Role Summary

AI-generated

This role develops reports and reporting-platform components to support management decision making. It handles the reporting process from understanding stakeholder needs and researching data through report development, deployment, and user onboarding.

What You'll Do

  • Develop and maintain automated reports, dashboards, and scorecards using Business Intelligence tools, including MicroStrategy and Tableau.
  • Build and maintain automated ETL processes, source data from database platforms, and store it in relational tables.
  • Analyze database sources, including relational structures, dimensional data models, and cubes.
  • Build relational data models that support reports, dashboards, and scorecards.
  • Translate business requirements into technical specifications and maintain documentation such as metadata, workflows, and procedures.

Generated from the employer's posting. Verify important details before applying.

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Qualifications

Minimum 3 year direct experience with such applications as Alteryx, Tableau, SQL & SAS; minimum of 3 years of data reporting experience. Minimum education: High School Diploma / GED / Secondary School or equivalent. Listed 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, and Quality Assurance.

Preferred

  • Experience with LoanIQ, Data and Database

Original job description

Content provided by the employer

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
Bank of America

About the company

Bank of America

Large Enterprise

Bank of America is a leading multinational banking and financial services corporation based in the United States. With a broad range of services including consumer banking, investment banking, asset management, and wealth management, it serves millions of customers across the globe. The company is committed to innovation and sustainability, aiming to deliver a seamless banking experience while fostering economic growth in the communities it serves. Bank of America's diverse workforce and inclusive culture support its goal of providing exceptional financial solutions tailored to meet the needs of individuals and businesses alike.