Lead Tax Business Analyst

Job role – Business Analyst- Tax
Job type – Full time 
Job location – Toronto, ON
Job Overview:
Investment Management division for a large insurance institution is looking for an experienced Accounting Business Analyst to support a key strategic technology initiative.  The candidate should have experience working within Accounting departments within the Investment Management space

Job Responsibilities:
•    Responsible for identifying, eliciting, analyzing and validating the business needs of end-users
•    Documenting the business and technical requirements a variety of formats: Business Requirements Document, Data Mapping, User stories
•    Modelling and analyzing current state processes, identifying gaps and facilitate process changes to address those gaps
•    Translating the business needs for the technology team which will help them build an effective software solution
•    Developing test strategies and test plans
•    Partner with various Business stakeholders group to gather requirements:  US Tax, Canada Tax, Intl Tax, Asia Tax, Group Actuarial, Group Regulatory, Compliance

Required Skills:
•    Ability to translate business requirements into functional requirements
•    3-5 years of experience of working within Tax environment
•    Experience with AVS, JVS is strongly preferred. 
•    Candidate must have experience working within Agile and Waterfall methodologies
•    Experience in US & Canadian GAP accounting and IFRS exposure to be able to lead requirements gathering efforts across Tax workstream for the GO program
•    Experience in Visio to create process maps
•    Strong interpersonal skills with all levels of management and effective communication

•    Almost 3-5 years of experience in Business Analysis or Tax department
•    Strong knowledge of SQL and experience with multi-dimensional data model
•    Preferred experience working with Derivatives
•    Experience with following technologies is an asset:
o    Excel and Visio
o    Findur 
o    PAM Accounting system



Posted on:

November 12, 2018

Experience level:

Experienced (non-manager)

Education level:

Bachelor's degree or equivalent

Contract type:




Business units:



Financial Services


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