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Junior Business Analyst, MS Excel

3 months ago

Toronto, Ontario, Canada CB Canada Full time

Junior Business Analyst - MS Excel - Tax/Lending

On behalf of our client in the Banking Sector, PROCOM is looking for a Junior Business Analyst - MS Excel - Tax/Lending.

Junior Business Analyst - MS Excel - Tax/Lending – Job Description

  • Tax Module - solution analysis to implementation stages: Validation and reconciliation of data from ACBS to Tax module, and LIQ to Tax module, when possible
  • Meet up challenges (unseen) on post GOLIVE of newly developing Tax module
  • Testing of different reports (Detail, Upload, Master deal agented, etc.) from the perspective of static data; will be assisting with BAU
  • Work with LIQ project team to validate Data Migration from ACBS to LIQ system
  • Identify gaps within static fields on a large spread sheet, extract provided by LIQ project team
  • Investigate ACBS to understand static info and confirm Data Integrity in order to input in LIQ system
  • Conduct UAT testing as required for the GO-LIVE of system migration
  • Involved with project-related work as required by the manager
  • Work with the Manager to resolve highly complex, multi-faceted problems to meet the business needs of GWO, Front Office and Middle Office with a specific focus on creating measurable/qualitative improvements relating to static data setup for counterparties
  • Delivery client experience and data accuracy for all counterparties across different source systems maintained by GWS Static Data that is continuously growing
  • Assist income amount both from ACBS and LIQ for filing IRS Tax report for the year 2021
  • Maintain Tax Module for maintenances of IRS tax static data for Loan Syndication customers
  • Reconciliate tax fields required between ACBS and Tax Module
  • Liaise with existing counterparty set-up operations groups, GWO, Front Office and GCMD to clarify data errors / inconsistencies
  • Contact with other departments for counterparty related issues and champion continuous improvement initiatives that support the optimal function for the businesses that we support
  • Performing new lender/borrower set up and static data validation and maintenance
  • Perform customer setup maintenances and verify/mapping/capture pertinent information to the related sub-systems
  • Document standard operating procedures (SOPs) to maintain the standard set of rules.
  • Contribute/participate in user acceptance testing activities for ongoing system enhancements or implementation of new systems
  • Contribute to the protection of the Bank from exposure to loss by ensuring compliance with Bank policies/procedures and regulatory requirement
  • Review daily email requests from the business lines and liaise with technology and other departments for improvements in the process
  • Perform any other duties as needed to support the desk smoothly as per need of Manager/Higher management
  • Able to do overtime as needed at short notices or as per need of the desk

Junior Business Analyst - MS Excel - Tax/Lending – Mandatory Skills

  • 1+ year experience as a Business Analyst, preferably within banking
  • Demonstrated expert Excel skills (vLookups, data comparison, macros) and overall good MS Office skills
  • Team player
  • Eager to learn
  • Can take ownership
  • Strong communication skills
  • Strong analytical skills
  • Post-secondary degree - preferably in business or equivalent

Junior Business Analyst - MS Excel - Tax/Lending - Nice to Have Skills

  • Experience with ACBS/Loan IQ or equivalent lending systems
  • Background in accounting/taxes an asset

Junior Business Analyst - MS Excel - Tax/Lending - Assignment Start Date

ASAP – 12 months to start

Junior Business Analyst - MS Excel - Tax/Lending - Assignment Location

Toronto, ON – Work Hybrid