Financial Business Analyst

PREFERRED QUALIFICATIONS

• Strong data analysis skills and experience with Microsoft Excel, SQL, Alteryx, Python, User Testing, Visio, Signavio, Confluence, and JIRA.

Tax analyzes and supports the activities, operations, reporting obligations and transactions of the firm’s business lines to ensure that tax consequences and reputational risks are evaluated appropriately. Our work contributes directly to the firm’s success, and the division is ideal for creative and collaborative individuals who have strong ethics and attention to detail.

The team is responsible for maintaining the integrity of the firm’s compliance with reporting authorities around the globe and managing related inquiries from a variety of the firm’s businesses across established and emerging markets. Day-to-day team functions include accurate and timely account documentation and monitoring, withholding, client information reporting, and regulatory filings. The team also provides critical subject matter expertise and functionally-aligned support during the design, testing, and implementation of related systems and processes. The team capitalizes on opportunities to optimize procedures and build scalability through data analytics and efficient use of technology.

HOW YOU WILL FULFILL YOUR POTENTIAL

• High visibility role where you will work with senior management and teams across regions to drive initiatives and issue resolution.
• Develop deep subject matter expertise in relevant tax systems, procedures, and requirements.
• Gain a comprehensive understanding of multiple business lines across the firm in a role offering broad exposure to many divisions and groups
• Use your inquisitive mindset to identify control weakness, mitigate risk, improve client experience, and further process automation through increasing scale and efficiency.
• Act as a risk manager through ongoing assessment and awareness of the tax regulatory environment and the firm’s adherence to applicable tax reporting obligations.
• Help to bridge the gap between technical and non-technical stakeholders through communication and presentation skills.

SKILLS & EXPERIENCE WE’RE LOOKING FOR

BASIC QUALIFICATIONS

• Bachelor degree and 4+ years relevant work experience in Operations, Accounting, Finance or related field leading teams, functions, and projects.
• Excellent Communication Skills and ability to prioritize workload to drive results, solve problems, and take accountability for deadlines / outcomes.
• Proven leadership abilities, with demonstrable skill leading through influence, building consensus, and managing up to senior/executive-level stakeholders.
• Ability to work in project teams to help formulate the implications of a specific solution across the process, e.g., costs, risk, potential for re-use of services developed, etc.
• Demonstrated ability to work across products, regions, and functions, preferably in the financial services industry.
• Demonstrate ability to work independently, achieve results, and contribute to team success.
• Demonstrate excellent people management skills and ability to influence key stakeholders outside their direct control.
• Be highly collaborative, team-oriented, and strong consensus builder.
• Remains composed under pressure, prioritizes, and makes decisions in a fast-paced environment with risk mindset.

PREFERRED QUALIFICATIONS

• Strong data analysis skills and experience with Microsoft Excel, SQL, Alteryx, Python, User Testing, Visio, Signavio, Confluence, and JIRA.
• Experience in decision modelling, process transformations, writing functional requirements, performing root cause analysis, and executing UAT testing.
• Exposure to AI / LLM.
• Knowledge of Foreign Account Tax Compliance Act (FATCA), Nonresident Alien (NRA), and Backup withholding.
• Prior Tax Operations related work experience in translating regulatory guidance into systematic solutions for risk mitigation and fulfill compliance mandates.