Financial Data and Reporting Ops Analyst

Role overview

Tax reporting and analysis

• Leads assigned tax reporting processes and provides cross-functional operations support.
• Analyzes and validates tax data, reports, and system outputs for accuracy and compliance.
• Investigates discrepancies, performs root cause analysis, and develops solutions.
• Reviews daily and monthly reporting processes, analyzes data sets, and identifies trends, exceptions, and risks.
• Validates internal controls and operational procedures and communicates findings to stakeholders.

Regulatory updates and process improvement

• Assesses and implements federal and state regulatory changes affecting tax reporting.
• Researches, develops, tests, and implements tax database enhancements and regulatory updates.
• Evaluates business impacts, analyzes systems and data, and validates test results.
• Develops, tests, and enhances reporting tools, macros, and data extraction processes.
• Responds to complex tax reporting inquiries from business partners and Branch Office associates.

Candidate qualifications

• Requires strong analytical ability, critical thinking, and attention to detail.
• Requires the ability to synthesize information from multiple sources, draw data-driven conclusions, and communicate findings.
• Requires the ability to manage competing priorities in a dynamic regulatory environment.

Schedule

• Weekday and weekend overtime may be required, particularly during peak tax reporting season from January through April.

Workplace

• The employer describes an in-office culture with role-specific flexibility based on responsibilities and business needs.