Business Analyst Tax ( MIC ) MMH260714-1

• Role Purpose
• The Business Analyst will be responsible for requirements definition, gap
• identification, documentation and supporting delivery, but will not be accountable for
• the actual system build/configuration (which will be delivered by allocated IT
• development teams through prioritized delivery).

Requirements

• 6 years experience in Business Analysis and/or Process Improvement
• Demonstrated experience working across system/process remediation,

requirements definition and delivery support

• Proven experience working in Agile environments
• Strong understanding of tax concepts, tax triggers, regulatory reporting and

controls (tax systems experience advantageous)

• Experience with system migrations, data remediation and/or API-enabled

environments is highly desirable

Duties and Responsibilities

KEY ACCOUNTABILITIES/KRAs/KPIs

• Business analysis & requirements
• Conduct detailed tax-related business analysis through stakeholder engagement

(workshops, interviews, walkthroughs and research).

• Develop expert-level understanding of MWI products, tax triggers, operational

events, and system behaviour.

• Elicit, analyse, validate and document requirements (functional, data,

control/validation, exception management, audit trail and reporting).

• Translate requirements into solution specifications and support prioritised delivery

with IT teams.

• Identify and escalate tax risks, processing risks, and compliance risks impacting

MWI and/or Momentum Investments.

• Gap analysis, root cause & remediation planning.
• Investigate and document historic tax-related errors and processing issues.
• Map root causes across systems, data, events and processes.
• Quantify impact where feasible (financial leakage, rework, operational risk,

compliance exposure).

• Build and maintain a structured remediation plan and roadmap (priorities,

dependencies, timelines, sign-off).

• Process improvement & control design.
• Map current and future state end-to-end processes to identify optimisation and

standardisation opportunities.

• Design improved process flows including straight-through processing and defined

exception handling.

• Design tax controls (preventative/detective), monitoring metrics, exception

reporting and governance touchpoints.

• Maintain accurate process documentation and promote adoption/compliance

across stakeholders.

• Data analysis & insights.
• Write and interpret data queries (as applicable) to support investigation, validation

and control design.

• Analyse large datasets to identify anomalies, exceptions and processing defects.
• Use Excel, SQL and reporting/BI tools (e.g., Power BI / QlikView) as applicable.
• Testing, implementation support & change enablement.
• Define test scenarios, test conditions and acceptance criteria aligned to tax

requirements and controls.

• Support System Testing and UAT, including triage and defect analysis.
• Assist with training material preparation, business readiness and postimplementation verification.
• Regulatory reporting (FATCA / CRS and broader tax reporting).
• Review and document FATCA and CRS reporting processes and system

dependencies.

• Identify automation opportunities, validation needs and audit trail strengthening.
• Align reporting requirements with internal governance and operational controls.
• Key Stakeholders
• Head of Tax / Tax leadership
• MWI business stakeholders (operations and product)
• Tax specialists (technical tax guidance and validation)
• IT delivery teams (development/configuration and solution delivery)
• Data/Reporting teams (where applicable)
• Risk/Compliance/Audit stakeholders (as required)

As an applicant, please verify the legitimacy of this job advert on our company career page.

• 346021306