Financial Data and Reporting Ops Analyst

About the Role

This job is responsible for handling moderately complex operations processes related to credit disputes, escalations, and tax reporting. Key responsibilities include analysis, research, reconciliation, reporting data validation, and resolution of issues and identified customer requests which may carry high levels of risk within enterprise risk categories.

Key Responsibilities

• Performs moderately complex activities supporting credit disputes, escalations, and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery.
• Researches and resolves moderately complex financial data requests or exceptions based on analysis of assembled data in an accurate and timely manner.
• Performs routine analytics, report creation, and exception processing.
• Identifies risk and opportunities for process improvement based on an understanding of how the work impacts other operational units and escalates risk concerns, as appropriate.
• Provides quality service and support for internal business partners and external clients.
• Handles moderately complex transaction processing, reconciliation, and resolution of research requests to clients, consumer reporting agencies, or taxing authorities, consulting with management for support.
• Prepares and reviews payment packets, gathering all necessary documentation to evidence accuracy and completeness.
• Adheres to specific regulated payment schedules and time deadlines to ensure compliance with federal and/or state regulations.
• Reviews, researches, and responds to branch inquiries in relation to withholding via email or Service Request Portal (SRP), adhering to strict service level standards.
• Reviews and researches tax withholding reports and monthly reconciliations.
• Processes manual tax withholding adjustments.
• Reconciles withholding ledgers through various system checks and balances to establish daily, weekly, quarterly, and/or annual liability positions.
• Supports year-end initiatives and any tax withholding remediation initiatives.
• Supports legal entity summary filings with the IRS, solicitations for tax forms, handling IRS correspondence regarding refunds and penalties.
• Performs metrics reporting and Quality Assurance Peer Reviews.
• Collaborates with management and teams within and outside Tax Operations on process enhancements.
• Tasks might be assigned as needed contingent to the team’s work load.
• Handles tax withholding payments, addresses withholding inquiries, processes tax withholding reversals, and manual withholding adjustments to be in compliance with regulatory requirements.
• Assists with tax remediations or any other team initiatives as needed, working within and outside the team.
• This position will require overtime during tax season.

Requirements & Tech Stack

• MS Office (Outlook, Excel, Word)

Qualifications

• Customer and Client Focus
• Oral Communications
• Written Communications
• Adaptability
• Attention to Detail
• Critical Thinking
• Problem Solving
• Active Listening
• Collaboration
• Result Orientation
• Stakeholder Management
• Strong problem-solving, analytical, and decision-making skills.
• Detail-oriented with strong organization skills.
• Strong oral and written communication skills and ability to interact with management.
• Ability to manage multiple priorities to meet daily deliverables.
• Proven effectiveness in a fast-paced and demanding environment with the ability to work under pressure.
• Strong interpersonal skills and ability to collaborate within and across teams.
• Demonstrates initiative and a commitment to continuous learning.
• Desired: Tax Withholding or related financial experience.
• Desired: Understanding of IRS rules and regulations.

Shift: 1st shift (United States of America)

Hours Per Week: 40