Tax Data Analytics Analyst

Department: Tax/Accounting Operations - ADAPT

Division: Finance

Location: Hybrid [London / Remote]

Type: Fixed Term Contractor - 12 months

About the Role

The role will provide specialist data analytics, automation support and workflow development for Tax processes across IPT, VAT, Corporation Tax, APAC tax processes, and Controls & Governance. The role will utilise Alteryx, Power BI and other approved tools to enhance Tax data integrity, compliance, operational efficiency and reporting. The role will report to Accounting Operations - ADAPT and the business requirements, technical tax input and use case prioritisation will be coordinated by the head of tax transformation.

Key Responsibilities

• Support Finance and Tax teams engaging with end users of processes to document pre-identified problem statements and requirements for solutions.
• Develop and document capabilities/tooling for the calculation and reporting of specified complex tax processes and reconciliations, including control models.
• Maintain any developed tool and/or handover completed tools to end users with appropriate knowledge transfer and training.
• Assist in the design and introduction of new and similar applications, looking at best industry practice.
• Train and support other users of the applications.
• Act as the Technical Expert for the relevant developed tools and applications on change projects.
• Work with Alteryx Server to upload and manage workflows/apps that the end users will use.
• Upload, manage and maintain workflows on Alteryx Server, including user access, version control and administration.
• Partner with Deloitte and other external advisers on workflow design where specialist tax expertise is required.
• Participate in process reviews to identify optimisation and automation opportunities in Tax BAU activities.
• Support transformation initiatives requiring data modelling and workflow development.
• Support refactoring of IPT processes; build incremental controls, dashboards and future-proofed workflows.
• Maintain and enhance existing Deloitte-built VAT workflows; deliver new requested functionality.
• Develop centralised dashboards for Controls & Governance, enabling improved monitoring, reporting and assurance.
• Support new regional corporate income tax workflow builds, including the impact of legal entity and branch structures.

Skills and Experience

• Demonstrable experience of using Alteryx (Alteryx Certification – Designer Core Certified at a minimum).
• Knowledge of the insurance market and general insurance concepts is desired.
• Prior technical tax expertise is helpful but not required.
• Advanced Alteryx Certification is preferable.
• Strong Excel skills.
• Ability to understand and analyse complex problems and provision of creative and dynamic solutions via new multi-touchpoint processes.
• Alteryx Server familiarity.
• Project Management experience.
• Experience leading workshops and addressing stakeholder needs with automated solutions.
• Experience of documenting and developing reconciliation processes.
• Understanding a Financial close process.
• Knowledge of Liberty’s processes and business.

About the Department & Team

This role will be working closely with Liberty International Insurance (‘LII’) Tax Department which is comprised of a dynamic team of tax professionals managing international tax matters and compliance processes, as well as supporting other internal functions and businesses across the LII and Global Risk Solutions (‘GRS’) network worldwide. Finance in LII consists of circa 100 FTE and has a number of key roles:

• Partner with the business to enhance decision making with a focus on strategy, planning, analysis and reporting.
• Support is provided both to the three management ‘Pillars’ – Specialty, Commercial and Reinsurance – and also to supporting functions within LSM.
• Ensure that all external financial reporting requirements (statutory, regulatory, tax, capital, etc.) are fulfilled.
• LSM consists of a Lloyd’s Syndicate, a UK insurance company with European branches, a number of small service companies and a portion of a US balance sheet.
• Report to our US Parent on standard monthly requirements and ad-hoc requests on both a pillar and a legal basis.
• Ensure superior management of our investments, cash and all financial risks.
• Give finance operations support to the business and finance.
• Finance strives for continuous improvement in all areas and aims for excellent customer service, supported by quality and efficient processes, all operating within a robust control environment.