Senior Business Analyst (Tax Regulatory Reporting)

Direct Responsibilities

• Mandatory experience in topics or any of the topic related to Tax Regulatory on any of the following: German Tax, Client Tax Statement Reporting, AEOI/CRS, FATCA, IRS871m - in order to advise or challenge - requirements given functionally and solution proposition by the DEV Team
• Gather the requirements from End Users, Product Owner
• Write DFS (Detailed Functional specifications) /GFS (General Functional specifications) or user stories and confirm the understanding with the developers.
• Perform analysis with the PO or BA’s of other applications squads/teams when involved in multi-systems features and interfaces.
• Work with developers on system design and development/unit testing.
• Work with the testing team to review SIT strategy, test cases and results to ensure quality of delivery and conduct SIT to ensure quality of delivery.
• Support UAT (reproduce issues, monitoring, fixing with the team).
• Support Project delivery and ensure requirements are in-place in Production.
• Assist the Project Manager and/or DEV team on any governance, security or architecture related follow-up or deliverables. A technical-functional knowledge is required in order to achieve this.
• Assists stakeholders in diagnosing problems and recognizing issues. Takes time to help them identify critical connections, consequences, and alternatives.
• Recognizes typical as well as complex and unusual issues, and actions needed to advance the decision-making process. Recommends possible solutions.

In addition, as Business Analyst, you are expected to:

• Organize and run dedicated meetings or committees.
• Proactively communicate and collaborate with external and internal third parties to analyze information needs and functional requirements and deliver the following artefacts as needed: GFS, DFS, Business process design, minutes, review and validation with Sponsors, presentation etc.
• Analyze gaps in functionality and processes between European and Asian sites and propose solutions to converge and align them into a common design.
• Be the liaison between the Project Manager (and Business side) and Technology teams.
• Participate to the full development lifecycle including design, estimation, planning, development support, test support, release, implementation & guarantee support.

Technical & Behavioral Competencies

Skills & Experience:

• Experience in working with large distributed IT teams
• At least 8+ years of experience in the banking IT field (private banking)
• At least 5+ years of experience working on Regulatory topics
• Good knowledge on Private banking operations and financial products
• Good understanding of project lifecycle and experience in functional and technical specification
• Highly analytical, able to investigate, troubleshoot and determine issues at root cause
• Mandatory (Functional Skills)
• Mandatory experience on any of the given topics: Tax Regulatory, Performance topics , German Tax reporting, Client Tax Statement Reporting, AEOI/CRS, FATCA, IRS871m
• Knowledge of private banking operations and financial products
• Knowledge on Banking systems (similar to Olympic, TRANSACT, AAA)

Mandatory (Technical Skills)

• IT experience: general knowledge (SQL)
• Excel (example: how to do VLOOKUP, creating pivots)
• Mandatory (Soft Skills)
• Excellent written and oral communication skills in multi-cultural environment
• Good presentation skills
• Must be able to work and collaborate with other team members – both Business and IT
• Must be able to work on flexible hours(weekends, European hours) during tax reporting period
• Good To Have
• Organization and management of tests (SIT /Non-regression, UAT)
• Methodology (Agile, Scrum, Waterfall)
• JIRA, Confluence and Release Management Tools
• Knowledge on Reporting systems (similar to EasyTax, FiTax, SECTRAS, WM Daten, SIX)
• Knowledge on different German Tax reports for Private banking clients
• Exposure to applications revolving around: Client Management Systems, Data warehouse, Batch processing of reports