Finance & Leasing Operations Specialist

Bank of America; Riverside (CA); On-site; USD 60,000 - 96,000; Full time

Job summary

Bank of America is seeking an Operations Consultant within Global Operations to join the Equipment Finance & Leasing Operations team. You will handle day-to-day resolution of complex problems and guide projects across multiple sites.

The role emphasizes technical expertise in operations, process improvement, and collaboration with business partners. A Bachelor's degree and accounting/management experience are valued. Based in Riverside, CA, with standard in-office attendance.

Qualifications

• 3+ years of experience in General Accounting and General Ledger activity.
• Excellent verbal and written communication skills, including presentation skills.
• Excellent math skills.
• Project management skills including high attention to detail.
• Critical thinking.
• Proficient with Microsoft Excel.
• Time management abilities.
• Must be able to multitask and work well within a team setting.
• Prior experience with report writing tools such as TOAD & Alteryx.

Responsibilities

• Advises on the design, development, and implementation of complex products, systems, and services in an operations environment using discretionary judgment.
• Advises on projects and directs activities of a team related to special initiatives.
• Advises as a technical expert in assigned area, providing an understanding of the business unit’s operations processes and implications on other groups within the operations function.
• Consults on present-state, develops alternative future-state approaches, and facilitates implementations by creating a clear and coherent approach to guide effective program/initiative setup, execution, and control.
• Identifies and recommends responsibilities and accountabilities for key programs/projects.
• Financial review of lease/loan documentation and pricing files to set-up on system of record.
• Process outgoing wires to 3rd party investors.
• Perform GL reconciliations.
• Accurately calculate book balances and provide to the line of business.
• Responsible for providing a consistently high level of service to customers in a timely manner.

Skills

Accounting

General Ledger

Communication

Excel

Time Management

Multitasking

Teamwork

TOAD

Alteryx

Education

Bachelor's degree in Accounting or Business

Tools

TOAD

Alteryx

Job description

Bank of America is seeking an Operations Consultant within Global Operations to join the Equipment Finance & Leasing Operations team. You will handle day-to-day resolution of complex problems and guide projects across multiple sites.

The role emphasizes technical expertise in operations, process improvement, and collaboration with business partners. A Bachelor's degree and accounting/management experience are valued. Based in Riverside, CA, with standard in-office attendance.