Financial Data and Reporting Ops Analyst

About the Role

This role 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 that may carry high levels of risk within enterprise risk categories.

Key Responsibilities

• Performs moderately complex activities supporting credit disputes, escalations, and tax reporting, 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.
• Independently researches, investigates, and validates complex tax reporting data to ensure the accuracy and integrity of information maintained within the tax database.
• Conducts in-depth analysis of tax income data, identifies discrepancies, determines root causes, and develops solutions to maintain compliance with regulatory reporting requirements.
• Performs independent reviews of daily and monthly reporting processes.
• Analyzes large data sets to identify trends, exceptions, and potential risks.
• Validates the effectiveness of internal controls and operational procedures.
• Synthesizes information from multiple sources, draws data-driven conclusions, and communicates findings to stakeholders.
• Supports the research, development, testing, and implementation of tax database enhancements and regulatory updates driven by changing IRS and state requirements.
• Evaluates business impacts, performs system and data analysis, validates test results, and ensures successful integration of process improvements.

Requirements & Tech Stack

• Strong analytical, research, and problem-solving capabilities.
• Excellent written and verbal communication skills.
• Advanced Microsoft Excel skills and proficiency in Microsoft Office applications.
• Ability to work independently, manage multiple priorities, and meet deadlines.
• Strong attention to detail with a focus on data accuracy and quality.
• Ability to collaborate effectively across Operations, Technology, Compliance, and Management teams.
• Adaptability and a proactive approach to change and continuous improvement.
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Written Communications
• Adaptability
• Attention to Detail
• Critical Thinking
• Problem Solving
• Active Listening
• Collaboration
• Result Orientation
• Stakeholder Management

Qualifications

• Bachelor's degree in Business, Finance, Accounting, Data Analytics, or a related field.
• Experience in tax reporting, financial services operations, or regulatory compliance.
• Knowledge of reporting automation, VBA/macros, or data analysis tools.

Weekend and weekday overtime may be required, particularly during the peak tax reporting season from January through April.

Shift: 1st shift (United States of America)

Hours Per Week: 40