Business Analyst

1 month ago

Toronto, Ontario, Canada CB Canada Full time

Data and Process Operations Specialist

At CB Canada, we are seeking a highly skilled Data and Process Operations Specialist to join our team. The ideal candidate will have a strong background in data analysis, process optimization, and tax production.

Key Responsibilities:

  • Support and assist in the generation of ad hoc queries, reporting of statistical trending based on inquiries received by the Helpdesk.
  • Generate various Tax slips and filings with CRA as required and provide Partners with necessary calculations related tax financial information.
  • Responding to inquiries in a call center environment in a timely manner, ensuring information provided is accurate and service levels are met.
  • Support and assist in the production of various tax products (i.e. T5s, T5008s, T3s, contribution slips etc.), gathering of income payment data, and tax information for Tax reporting.
  • Drive continuous improvement of the current state Tax Production model service level agreements (SLA) to enhance the client experience and operational efficiencies.

Requirements:

  • Data literacy, process optimization, data technology tools.
  • Intermediate-Advanced Level Excel: write macros, VBA, formulas, manage data, able to find easier way to complete work, creativity and willing to learn.
  • Strong verbal and listening skills are essential for this position in providing support and legendary service to our business partners.
  • Data integrity issues and fix data, provide recommendations.
  • Drive continuous improvements and perform root cause analysis (find data integrity issues, identify outdated processes and technology used).
  • 1-3 years' work experience in analytical roles (data analysis, Operations Analyst, data validation, reporting, and analytics techniques).
  • A general understanding of Banking Operations and interest in financial services.

Preferred Skills:

  • Bilingual - English/French.

Work Arrangement:

Hybrid work arrangement in Toronto, ON.

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