Junior Business Analyst, MS Excel

5 months ago

Toronto, 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

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