Sr. Business Analyst - SRBIZA

TekWissen•Charlotte, NY

6d•Hybrid

About The Position

The Sr. Business Analyst will support tax-domain initiatives across assigned product lines, including Retirement, IA, and Mutual Fund. The role maps customer journeys across TurboTax, Quicken, and H&R Block; assesses FDX v6.4 against existing OFX behavior or greenfield experiences; and maintains tax-document inventories. The analyst contributes findings to the relevant line-of-business (LOB) Tax Domain high-level design in coordination with a Solutions Architect or Technical Lead, participates in subject-matter-expert sessions, maintains project logs, and supports vendor engagement. Specific work includes owning the Retirement 1099-R variant inventory, validating SOVOS API coverage against the FDX Tax1099R schema, confirming the IA tax-document vendor path, documenting out-of-OFX experiences for IA and Mutual Fund, supporting Nuveen’s definition of a greenfield Mutual Fund data model and delivery approach, and determining whether the IA Tax Domain will be bundled with Retirement or operated as a standalone domain. The role is hybrid, with three days onsite weekly, and offers a stated rate of $80 per hour.

Requirements

Business analysis and requirements management skills.
Financial services tax-domain knowledge.
Knowledge of FDX 6.4 and OFX standards.
Customer journey mapping and process mapping skills.
API knowledge, data mapping, and gap-analysis skills.
Stakeholder and vendor management skills.

Responsibilities

Lead outside-in customer journey mapping across TurboTax, Quicken, and H&R Block for assigned product lines, capturing participant flow, credential handling, endpoint routing, error states, and customer-service touchpoints.
Perform FDX v6.4 gap analysis against current OFX behavior, or the current out-of-OFX experience for greenfield products.
Build and maintain the tax-document inventory, including variants, volumes, current vendor, and current handling, for assigned product lines.
Feed analyst findings into the relevant LOB Tax Domain high-level design in coordination with the Solutions Architect or Technical Lead.
Participate in weekly SME working sessions with LOB Operations, Tax Operations, and relevant LOB Tax Domain teams.
Maintain the accuracy of workplan, risk log, issue log, and decision log entries related to assigned product lines.
Support vendor engagement sessions for vendors tied to assigned product lines.
Own the Retirement 1099-R variant inventory, including normal withdrawal, hardship, RMD, direct and indirect rollover, other variants, and IA-specific variants.
Validate SOVOS API coverage against the FDX Tax1099R schema for Retirement and confirm the IA tax-document vendor path (SOVOS-shared versus internal).
Document the current out-of-OFX participant experience for IA and Mutual Fund, which have no existing interface.
Support Nuveen product and technology engagement to define the greenfield Mutual Fund data model and delivery approach.
Determine whether the IA Tax Domain will be bundled with Retirement or established as a standalone domain.