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About the Role

As a Business Analyst II on the Client Reporting Tax team, you will act as a subject matter expert in client taxation, executing strategic initiatives, leading year-end tax reporting processes, and managing defect resolution. You will conduct business analysis with minimal guidance, articulate business needs into requirements, and collaborate with cross-functional teams to analyze tax reporting data, identify optimization opportunities, and provide recommendations.

Responsibilities

Work collectively with stakeholders to implement initiatives such as First Home Savings Account and Records Retention.
Collaborate with IT project teams and business units to collect and translate business requirements into documentation.
Identify deliverables, potential risks/issues, and develop milestones and test plans for projects and enhancements.
Perform user acceptance and regression testing during product implementation to ensure product rules or enhancements meet user needs.
Act as a subject matter expert, providing insights and resolving issues.
Pro-actively identify opportunities for improvements in business processes.
Lead and influence meetings and group discussions with project team members and stakeholders.
Lead the Tax Year End Process and Issues Management.
Prepare and host annual tax year end retrospectives.
Manage and lead response to internal and external audits (CRA, MRQ, IRS), ensuring thorough, accurate, and timely responses.
Achieve favorable resolutions and minimize potential penalties during audits.

Requirements

Minimum 1 year experience in a Business Analyst position.
Expertise in Agile methodologies, including Scrum, Kanban, Retrospectives, or other Agile frameworks.
Strong knowledge of User Acceptance testing (UAT).
Proven ability to create extensive test plans that confidently test functionality against documented requirements.
Excellent analytical capabilities with a strong focus on attention to detail.
Excellent organizational skills, capable of multitasking and delivering high-quality work under pressure.
Excellent written, verbal, and presentation skills.
Ability to effectively communicate project status and dependencies to stakeholders.
Strong problem-solving skills with the ability to address issues and obstacles that may impede project progress.
Proactive identification and resolution of project risks and impediments.
Strong knowledge/understanding of various systems (Microsoft, JIRA, eCISS, Compass, Tableau, RPM SSUI/AUI).

Skills

Agile methodologies
Scrum
Kanban
Retrospectives
User Acceptance Testing (UAT)
Test plan creation
Analytical capabilities
Attention to detail
Organizational skills
Multitasking
Written communication
Verbal communication
Presentation skills
Problem-solving
Risk identification
Impediment resolution
Microsoft
JIRA
eCISS
Compass
Tableau
RPM SSUI/AUI

Location

Onsite

Work Type

In-office
Full-time

Experience Level

Minimum 1 year experience in a Business Analyst position

Salary/Compensations

$55,000 to $95,000

Benefits

Health insurance coverage
Wellness programs
Life and disability insurance
Retirement savings plans
Paid leave programs
Education-related programs
Paid holidays
Vacation time
Bonus program eligibility
Training Reimbursement
Paid Professional Designations
Employee Savings Plan (ESP)
Corporate Discount Program
Enhanced group benefits
Parental Leave Top–up program
Paid time off for Volunteering

About the Company

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms.
Since 1965, we have consistently anticipated and responded to the changing needs of investors.
We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.
Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
Modern HQ location within walking distance from Union Station.

Equal Opportunity

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.
If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.