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Jr Operational/Process Analyst to drive continuous improvement of the current state Tax Production model service level agreements (SLA) to enhance the client experience and operational efficiencies for a large financial organization -46998

Job Type: Contract
Positions to fill: 1
Start Date: Oct 17, 2022
Job End Date: Oct 16, 2024
Pay Rate: Hourly: Negotiable
Job ID: 123658
Location: Toronto

# of positions: 1
Start Date:October 17th
Duration: 1 year
Location: Remote and hybrid – possibly 2x a month going into the office or more (77 Bloor Street W 2nd floor)
Interviews: 2 rounds with Susan and Team Lead

  • Working on inquiries via phone and e-mail- they have to meet SLA’s and think quickly on their feet. Accuracy is very important. Investigation is very important. They have to be a detective in a sense. Very good customer service skills. Ability to balance or multi-task. Any knowledge of registered products and any tax knowledge.

Tax Production:
  • 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.

Process Optimization:
  • Drive continuous improvement of the current state Tax Production model service level agreements (SLA) to enhance the client experience and operational efficiencies.
  • Analyze current state processes and perform root cause analysis for any breaks and gaps in process, including but not limited to:
  • Finding Data integrity or quality issues
  • Independently drive change and solutions for all identified root causes.
  • Take a risk-based approach in applying innovative solutions to unique problems in differing lines of business and tax products
  • Liaise and drive change between multiple stakeholders (Technology, Business Architecture, Operations, Wealth Business lines etc.)
  • Recommend and summarize improvements to Management and senior leadership

Must have’s
  • Data literacy, process optimization, data technology tools. 1 Year
  • 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

  • bilingual – French