Job Description

RESPONSIBILITIES

 

Data Analysis / Reconciliation

• Deliver objective analysis of error trends and opportunities. -- identify root cause
• Resolve recon exceptions/discrepancies and document the resolution process
• Validate data integrity is maintained in client facing displays
• Assist the management team in developing metrics to show progress / completion of data analysis / reconciliation
• Ensure that the status reports produced are accurate, relevant, complete, and actionable

 

Process Improvements & Procedures

• Assist the management team in improving metrics
• Analyze operational/technology processes for gaps, inefficiencies, potential redundancies, and improvement opportunities
• Develop trending reports & standard benchmarks for metrics, providing guidelines for identifying issues

 

Project Work

• A good understanding of Operations, Technology and Risk
• Support creation, modification and review of test plan and test summary documents
• Assist the management team in developing metrics that demonstrate the progress / completion of functionality testing
• Ability to multitask and take ownership of complex issues

 

 REQUIREMENTS

• Knowledge of W-8BEN, W-8BEN-E, and W9 tax documentation
• Knowledge of 1099 and 1042-S reporting
• Excellent written and communication, organization, and time management skills
• Adaptable to dynamic work environments and priorities
• Demonstrate ownership and sense of urgency in resolving inquiries and issues 
• Adaptable to dynamic work environments and priorities
• Proven effectiveness in fast-paced, demanding, client-driven environment.