Role Description

As an Analyst in the EU Customer Reporting team, you will work together with Tax Manager and Head of EU Customer Reporting in ensuring that all customer reporting is delivered to FNZ’s platform clients with 100% accuracy and on time. Your role will involve assisting with project management activities, operational processes, and controls, as well as participating in continuous improvement efforts. You will collaborate closely with the team to maintain high standards and contribute to the overall success of the reporting function.

Specific Role Responsibilities

· Work together with Tax Manager to oversight regulatory and tax changes in various markets in Europe.

· Support impact analysis of new regulations and assist the Delivery team in applying the required changes to the platform.

· Engage with customers to coordinate reporting runbook activities and plan year-end reporting tasks.

· Perform control and validation tasks identified in the detailed client specific reporting runbooks (scenario spot-checks and bulk checks).

· Perform OAT (Operational Acceptance test)

· Work on operational enhancements with an emphasis on automation and contribute to the continuous improvement of existing reporting processes.

· Support the incident management process within the reporting area.

Experience required

Required Knowledge & Skills

· Operations experience within the Wealth Management/Banking/IT.

· Experience in client services.

· Experience in using Excel for data analysis.

· The ability to work accurately and to deadlines.

· Analytical mindset with attention to details.

· Excellent interpersonal and communication skills.

· Proactive, self-motivated and flexible approach to working.

Preferred Knowledge & Skills

· Experience using tools such as SQL or BI dashboards for data analysis.

· Experience using tools such as Confluence, Jira for documentation and action tracking.

· Ability to interpret and apply regulatory requirements in a practical context.

· Industry recognised qualifications.

· Experience in project management work and change management.

About FNZ Culture

Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites and moves us forward. Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers and the wider world. At FNZ we know that great impact is only possible with great teamwork. That’s why we value the strength and diversity of thought in our global team. The FNZ Way is the cornerstone of what we do. It is comprised of four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders around the world.

1. Customer obsessed for the long-term

2. Think big and make an impact

3. Act now and own it all the way

4. Challenge, commit and win together

Read more about The FNZ Way and our values: www.fnz.com/culture

Opportunities

· Right from day one, you will work alongside exceptional, multicultural teams - experts in their respective fields - who will inspire and challenge you to make your greatest impact.

· Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies;

· Working in a flexible and agile way that meets the needs of the business and personal circumstances;

· Remuneration, significant financial rewards and career advancement is based on individual contribution and business impact rather than tenure or seniority;

· We provide global career opportunities for our best employees at any of our offices in the UK, EU, US, Canada, South Africa and APAC.

Commitment to Equal Opportunities

At FNZ, we recognise that diversity, equity and inclusion are important factors contributing to our success. We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals. Recruitment decisions at FNZ are made in a non-discriminatory manner without regard to gender, ethnicity/race, faith, age, nationality, gender identity, sexual orientation, marital status, socio-economic background, disability or military veteran status where all applicants and employees are valued and respected.

In addition, we want to ensure accessibility needs are well supported, if you require specific support please advise us.

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA).

Together with our customers, we help over 26 million people from all wealth segments to invest in their future.