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Data Analyst

Salary undisclosed

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DESCRIPTION

FDIC Remediation

RESPONSIBILITIES

• Analyze, review, and validate moderate to complex tax data (W9, W8-BEN, W8-BEN-E, W8-IMY, W8-EXP, W8-ECI, CRS & CRA forms).

• Accurately process data for customer’s tax profiles on various client systems including account level systems.

• Verify that modifications in data are fed to various systems.

• Update tracking mechanisms to ensure data capture.

• Learn and use multiple, complex databases and systems in a relatively short timeframe.

• Perform User Acceptance Testing in systems as needed.

QUALIFICATIONS

Must Have

· 3-6 years of experience in Data Analysis (Tax Accounting/Tax Reporting a big PLUS)

· Hands-on experience w/ Data Entry, User Acceptance Testing (UAT), Microsoft Desktop applications, SQL/data queries

o Strong Microsoft Excel (Pivot Tables, VLOOKUP) for Data Analysis

· Skills w/ automation tools such as Tableau, Alteryx, UI Path or any LLM tools like Chat GPT

· College degree or relevant work experience

Soft Skills:

· Problem solving & analytical thinking

· Strong client focus and relationship-building skills across lines of business and levels

• Demonstrated attention to detail

• Ability to multi-task and meet deadlines in high-pressure environment

• Ability to make independent ‘client-centric’ and judgment decisions

• Recognize and appropriately escalate issues and discrepancies

• Capable of working under pressure and meeting tight deadlines

INTERVIEW PROCESS

Video interview