Business Analyst I at CI Financial
Toronto, ON M5C 3G7, Canada -
Full Time


Start Date

Immediate

Expiry Date

04 Dec, 25

Salary

0.0

Posted On

05 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Accounting

Description

Location: Toronto, ON, Canada
Date Posted: Jul 4, 2025
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
The Business Analyst will focus on process documentation and process improvement for the Client Reporting - Tax team. As a key member of the team, the individual will be responsible for analyzing current processes, identifying areas for improvement, documenting and implementing best practices to support accurate and timely tax client reporting. This role focuses on identifying process inefficiencies, optimizing workflows, and improving documentation for tax-related reporting. The ideal candidate will bring strong analytical skills, and a collaborative approach to streamline reporting processes, optimize tax-related workflows, and ensure compliance with internal controls and external regulations.

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Responsibilities
  • Work collectively with the various stakeholders Client Reporting-Tax team and our business partners to document current workflows and processes under each pillar workstream
  • Conduct business analysis, understand and document business objectives and requirements, perform gap analysis and recommendations on improved processes
  • Bring a high level of product knowledge and business expertise in order to analyze, identify, evaluate and recommend improvements to business functions and processes
  • Effectively lead meetings and group discussions with project Client Reporting-Tax team members and stakeholders our business partners as needed to ensure collaboration on deliverables
  • Provide guidance to relevant business units on the data entry points that impact tax reporting deliverables
  • Work collectively with IT and other lines of business to represent Client Reporting-Tax for enhancements and new product offerings
  • Ensure business requirements are clearly, accurately, and thoroughly documented and understood, as needed for enhancements to the tax process
  • Pro-actively identify opportunities for improvements in client reporting-tax, tax knowledge, and efficiencies
  • Review and update CI Knowledge client reporting-tax articles
  • Develop and document procedures and create reference materials for Client Reporting-Tax
  • Monitor the Team inbox and provide research-based support to other departments on tax related inquiries
  • Continual review of tax key processes to ensure relevance based on regulatory changes
  • Ensure timely delivery of tax documents based on regulatory requirements and client expectations
  • Other duties as assigned
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