Automation QA Analyst for Tax & Regulatory Reporting

Citi; New York (NY); Hybrid; USD 15,000 - 24,000; Full time

Job summary

Citi is seeking a skilled Business Analyst for the Quality Management Team within Wealth Operations, focusing on Client Tax Reporting and Regulatory Reporting. The role emphasizes automation and the development of robust QA processes to ensure data integrity across wealth management products and client portfolios.

The ideal candidate has strong experience with automation tools and AI concepts to enhance quality assurance.

Qualifications

• Bachelor's or Master's degree in Finance, Business, Economics, Computer Science, or a related field.
• 5-8+ years of experience in implementing controls and QA with a focus on automation in Tax/Regulatory Reporting or Wealth Management.
• Experience with automation tools and AI concepts is preferred.

Responsibilities

• Develop and implement automated QA solutions for Client Tax Reporting and Regulatory Reporting.
• Design automated testing processes, controls, and monitoring for accuracy and timeliness of reports.
• Automate data quality metrics and controls for tax reporting data.
• Collaborate with tax authorities and internal controls to provide automated data insights.
• Support risk assessments and remediation plans for QA processes.
• Develop reports on QA program status, findings and improvement recommendations.

Skills

Data analytics

QA tools

Python

SQL

Alteryx

RPA

Excel

Education

Bachelor's or Master's degree in a related field

Tools

Python

SQL

Job description

Citi is seeking a skilled Business Analyst for the Quality Management Team within Wealth Operations, focusing on Client Tax Reporting and Regulatory Reporting. The role emphasizes automation and the development of robust QA processes to ensure data integrity across wealth management products and client portfolios.

The ideal candidate has strong experience with automation tools and AI concepts to enhance quality assurance.