Main Responsibilities
- Mandatory experience in topics or any of the topic related to Tax Regulatory on any of the following: German Tax, Client Tax Statement Reporting, AEOI/CRS, FATCA, IRS871m - in order to advise or challenge - requirements given functionally and solution proposition by the DEV Team.
- Gather the requirements from End Users, Product Owner.
- Write DFS (Detailed Functional specifications) / GFS (General Functional specifications) or user stories and confirm the understanding with the developers.
- Perform analysis with the PO or BA’s of other applications squads/teams when involved in multi-systems features and interfaces.
- Work with developers on system design and development/unit testing.
- Work with the testing team to review SIT strategy, test cases and results to ensure quality of delivery and conduct SIT to ensure quality of delivery.
- Support UAT (reproduce issues, monitoring, fixing with the team).
- Support Project delivery and ensure requirements are in-place in Production.
- Assist the Project Manager and/or DEV team on any governance, security or architecture related follow-up or deliverables. A technical-functional knowledge is required in order to achieve this.
- Assists stakeholders in diagnosing problems and recognizing issues. Takes time to help them identify critical connections, consequences, and alternatives.
- Recognizes typical as well as complex and unusual issues, and actions needed to advance the decision-making process. Recommends possible solutions.
- Organize and run dedicated meetings or committees.
- Proactively communicate and collaborate with external and internal third parties to analyze information needs and functional requirements and deliver the following artefacts as needed: GFS, DFS, Business process design, minutes, review and validation with Sponsors, presentation etc.
- Analyze gaps in functionality and processes between European and Asian sites and propose solutions to converge and align them into a common design.
- Be the liaison between the Project Manager (and Business side) and Technology teams.
- Participate to the full development lifecycle including design, estimation, planning, development support, test support, release, implementation & guarantee support.
- Support on PM & SM activities on need basis.
- Flexible to take additional responsibilities.
Qualifications & Experience
- Bachelor’s Degree in Information Technology or relevant fields.
- At least more than 8 years of experience in the banking IT field (private banking).
- At least more than 5 years of experience working on Regulatory topics.
- Good knowledge on Private banking operations and financial products.
- Good understanding of project lifecycle and experience in functional and technical specification.
- Highly analytical, able to investigate, troubleshoot and determine issues at root cause.
- Experience in working with large distributed IT teams.
- Mandatory experience on any of the given topics: Tax Regulatory, Performance topics , German Tax reportings, Client Tax Statement Reporting, AEOI/CRS, FATCA, IRS871m.
- Knowledge of private banking operations and financial products.
- Knowledge on Banking systems (similar to Olympic, TRANSACT, AAA).
- IT experience: general knowledge (SQL).
- Excel (example: how to do vlookup, creating pivots).
- Excellent written and oral communication skills in multi-cultural environment.
- Good presentation skills to discuss/communicate directly with Europe/Asia business users.
- Must be able to work and collaborate with other team members – both Business and IT.
- Must be able to work on flexible hours (weekends, European hours) during tax reporting period.
Good to Have:
- Organization and management of tests (SIT / Non-regression, UAT).
- Methodology (Agile, Scrum, Waterfall).
- JIRA, Confluence and Release Management Tools.
- Knowledge on Reporting systems (similar to EasyTax, FiTax, SECTRAS, WM Daten, SIX).
- Knowledge on different German Tax reports for Private banking clients.
- Exposure to applications revolving around: Client Management Systems, Data warehouse, Batch processing of reports.
