Business Analyst Tax ( MIC ) MMH260714-1

Momentum Services

Role Purpose

The Business Analyst will be responsible for requirements definition, gap

identification, documentation and supporting delivery, but will not be accountable for

the actual system build/configuration (which will be delivered by allocated IT

development teams through prioritized delivery).

Requirements

6 years’ experience in Business Analysis and/or Process Improvement
Demonstrated experience working across system/process remediation,

requirements definition and delivery support

Proven experience working in Agile environments
Strong understanding of tax concepts, tax triggers, regulatory reporting and

controls (tax systems experience advantageous)

Experience with system migrations, data remediation and/or API-enabled

environments is highly desirable

Duties and Responsibilities

KEY ACCOUNTABILITIES/KRAs/KPIs

Business analysis & requirements
Conduct detailed tax-related business analysis through stakeholder engagement

(workshops, interviews, walkthroughs and research).

Develop expert-level understanding of MWI products, tax triggers, operational

events, and system behaviour.

Elicit, analyse, validate and document requirements (functional, data,

control/validation, exception management, audit trail and reporting).

Translate requirements into solution specifications and support prioritised delivery

with IT teams.

Identify and escalate tax risks, processing risks, and compliance risks impacting

MWI and/or Momentum Investments.

Gap analysis, root cause & remediation planning.
Investigate and document historic tax-related errors and processing issues.
Map root causes across systems, data, events and processes.
Quantify impact where feasible (financial leakage, rework, operational risk,

compliance exposure).

Build and maintain a structured remediation plan and roadmap (priorities,

dependencies, timelines, sign-off).

Process improvement & control design.
Map current and future state end-to-end processes to identify optimisation and

standardisation opportunities.

Design improved process flows including straight-through processing and defined

exception handling.

Design tax controls (preventative/detective), monitoring metrics, exception

reporting and governance touchpoints.

Maintain accurate process documentation and promote adoption/compliance

across stakeholders.

Data analysis & insights.
Write and interpret data queries (as applicable) to support investigation, validation

and control design.

Analyse large datasets to identify anomalies, exceptions and processing defects.
Use Excel, SQL and reporting/BI tools (e.g., Power BI / QlikView) as applicable.
Testing, implementation support & change enablement.
Define test scenarios, test conditions and acceptance criteria aligned to tax

requirements and controls.

Support System Testing and UAT, including triage and defect analysis.
Assist with training material preparation, business readiness and postimplementation verification.
Regulatory reporting (FATCA / CRS and broader tax reporting).
Review and document FATCA and CRS reporting processes and system

dependencies.

Identify automation opportunities, validation needs and audit trail strengthening.
Align reporting requirements with internal governance and operational controls.
Key Stakeholders
Head of Tax / Tax leadership
MWI business stakeholders (operations and product)
Tax specialists (technical tax guidance and validation)
IT delivery teams (development/configuration and solution delivery)
Data/Reporting teams (where applicable)
Risk/Compliance/Audit stakeholders (as required)

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