Tax Business Lead Analyst

We're looking for a Business Lead Analyst to join our Tax Operating Model & Artificial Intelligence (OMAI) team to help transform the Tax data and reporting environment. You'll drive this work to success by understanding the business environment, clearly communicating requirements, and ensuring that developed solutions fully address our needs. You'll need a solid understanding of where financial data comes from and how it flows across systems.
Responsibilities:

• Map and document data feeds and data flows across finance systems, including source, transformation, and destination points

• Write clear requirements documents (BRDs/FRDs) for data-related projects and enhancements

• Develop robust test plans, covering key scenarios and edge cases

• Execute test plans and collaborate with the software development organization and business users to address issues

• Manage project timelines, milestones, and stakeholder expectations

• Support implementations and monitor post-implementation issues

• Flag risks early and escalate when needed, with attention to risk and control requirements

• Build working relationships across business, support, and development teams

Recommended Qualifications:

• 6-10 years of experience as a business analyst, ideally in financial services, with direct exposure to data architecture

• Strong grasp of how data moves through systems — able to trace an issue from a report back to its source

• Tax experience is a plus, not required

• Strong writer and communicator — able to explain data issues clearly to both technical and non-technical audiences

• Organized self-starter who can manage multiple workstreams and deadlines

• Familiarity with SDLC and UAT processes

Education:

• Bachelor’s/University degree

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

•Working Environment: office setting, minimal travel required.
• Effort: minimal physical effort required.

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In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.