70 Data processing analyst Jobs and Work

Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

Disclaimer

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

Role Purpose

Provide dedicated business analysis capability to the Tax function, with specific focus on Momentum Wealth International (MWI) and its specialised international product environment.

The role will perform a once-off, comprehensive review of all tax-impacting events, processes, and products, and ensure these are fully, accurately, and consistently embedded in the MWI system landscape, supported by appropriate documentation, controls, validations and exception reporting.

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 prioritised delivery).

Requirements

Bachelor’s degree in taxation, Accounting, Finance, or related field (or equivalent experience)

Minimum 5 years’ experience in Business Analysis and/or Process Improvement (preferred)

Experience within financial services/investments environment (preferred)

Demonstrated experience working across system/process remediation, requirements definition and delivery support

Proven experience working in Agile environments (preferred)

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 & Responsibilities

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 post-implementation 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)

Competencies

Strong analytical and logical problem-solving skills with excellent attention to detail

Excellent investigative, information gathering and structured documentation capability

Data-driven mindset with the ability to translate insights into action

Strong stakeholder management and facilitation skills

Clear written and verbal communication skills (business and technical audiences)

High accountability and ownership of deliverables in a high-pressure environment

Ability to influence and collaborate across diverse stakeholder groups

Apply Now

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