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Junior Business Analyst, MS Excel - Tax/Lending
Junior Business Analyst, MS Excel - Tax/LendingCB Canada • Toronto, Ontario, Canada
Junior Business Analyst, MS Excel - Tax / Lending

Junior Business Analyst, MS Excel - Tax / Lending

CB Canada • Toronto, Ontario, Canada
30+ days ago
Job type
  • Full-time
Job description

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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Junior Business Analyst MS Excel TaxLending • Toronto, Ontario, Canada

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