Job Family: Finance

The Finance organization is responsible for leading and participating in a number of critical functions including: supporting executive management decisions making by analyzing results, assessing strategic alternatives and developing strategic plans; communicating financial results and forecasts with critical stakeholders, including executive management and Board of Directors, shareholders and regulators; managing the Company’s balance sheet, including interest rate and liquidity risks; establishes the Company’s capital policies and prioritizes investments; develops and implements controls to reduce operational risk; developing and maintaining financial data and systems. The Finance organization works across functions and Business lines in the Company, requiring a broad understanding of our business, risk and strategy.

Job Function: Controllership & Tax

The Controllership function is responsible for the operations and controls surrounding accounting, tax and financial reporting of the institution. This function’s responsibilities demonstrates expertise in processing transactions, recording accounting entries, managing the general ledger and reconciliations, and interpreting and complying with technical accounting matters and financial reporting disclosure requirements. Through the Controllership function, stakeholders receive relevant insight and commentary on transaction-level and financial results for analysis and decision making. The Tax function prepares income tax returns and indirect tax filings. Provides research and advice on tax-related matters.

Summary of Responsibilities:

The Sr. Analyst, Tax is responsible for the process administration, reporting, analysis, and documentation of assigned job areas within the tax reporting function. S/he improves the effectiveness of the tax reporting function by making adjustments and/or enhancements to current systems and/or processes.

Essential Functions:

  • Administers the processing, reporting, analysis, and documentation of assigned job areas within the tax reporting function.
  • Improves the effectiveness of the tax function by making adjustments and/or enhancements to current systems and processes.
  • Creates and/or improves the tax reporting systems and processes; recommends enhancements or improvements to improve effectiveness of the tax department.
  • Prepares regulatory reports and research to resolve discrepancies or significant variances.
  • Communicates with the team concerning new information requests and research while developing working relationships with field personnel.
  • Recommends and implements adjustments and/or enhancements to the taxation systems, processes, and reporting.
  • Provides guidance to business lines involving tax issues relates to compliance.
  • Provides tax training and reporting guidance to business lines as needed.
  • Informs, gains input, and supports decision making by the sharing of knowledge, status, needs, and issues across business lines.
  • Guides and assists junior level professionals as needed.
  • Assists with all aspects of the corporate tax functions.
  • Produces ad-hoc as assigned by management.

Other Functions:

  • Other duties as assigned.


  • Education –
    • Bachelor’s Degree: Finance, Accounting, Business Administration or equivalent field
  • Experience –
    • 3-5 years Financial/Tax planning and analysis
  • Skills & Abilities –
    • Practical taxation and reporting skills.
    • Demonstrated competence within the taxation function.
    • Excellent communication and organizational skills.
    • Ability to focus on details to ensure and maintain data accuracy.
    • Ability to work independently and as part of a team.
    • Ability to effectively handle multiple projects simultaneously in a deadline driven environment.
    • Ability to multi-task and adhere to deadlines.
    • Strong verbal and written communication skills.
    • Intermediate to Advanced experience with MS Word, MS Excel, MS Outlook.
  • Licenses & Certifications –
    • CPA – Certified Public Accountant


  • Collaboration – Teamwork:
    • Proficient – Applying and Executing
      • Creates a good working environment in the team; works towards shared goals contributing ideas and accepting change
      • Provides assistance and coaches less experienced team members

  • Execution – Initiative:
    • Proficient – Applying and Executing
      • Displays initiative, flexibility and focus to get things done
      • Actively contributes ideas, suggestions, and constructive comments in meetings and discussions

  • Influence – Two-way Communication:
    • Proficient – Applying and Executing
      • Communicates in a timely and straightforward manner
      • Probes for additional information, clarifies assumptions and confirms agreed-upon actions
      • Keeps everyone involved informed about progress and issues

  • Change Orientation – Support for Change:
    • Proficient – Applying and Executing
      • Understands rationale for change and adjusts schedules and tasks to make things work
      • Anticipates and plans for changes in work schedules and assignments

  • Problem Solving – Problem Identification:
    • Proficient – Applying and Executing
      • Identifies the component parts of a complex situation or problem and the relationship among variables that are not obvious

  • Customer Focus – Issue Ownership:
    • Proficient – Applying and Executing
      • Addresses customer’s requests, ensures concerns are recorded accurately and action is initiated appropriately
      • Makes extra effort to satisfy customers needs and meet commitments

  • Risk Management – Knowledge of Risk Management Policies, Regulations, Processes and Procedures:
    • Proficient – Applying and Executing
      • Executes risk management process and procedures without management direction, and demonstrates awareness of expected results
      • Knows the relationship and impact of actions and results
      • Has an understanding of regulations impacting area supported

Working Conditions:

  • Frequently: Minimal physical effort such as sitting, standing, and walking.
  • Occasional moving and lifting of equipment and furniture is required to support onsite and offsite meeting setup and teardown.
  • Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer’s Rights:

  • This job description does not list all the duties of the job.  You may be asked by your supervisors or managers to perform other duties.  You will be evaluated in part based upon your performance of the tasks listed in this job description.
  • The employer has the right to revise this job description at any time.  This job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.