The finance analyst is responsible for preparation and filing of various tax returns. The candidate will process and reconcile tax related transactions with a strong focus on accuracy, timeliness, and the ability to work in a fast paced environment. The candidate will provide support.

• Prepare Quarterly and annual Municipal tax returns
• Prepare weekly FICA deposit report & check request
• Prepare Quarterly FICA returns
• Prepare semi-weekly FET deposits
• Prepare and file Quarterly FET returns
• Process wire transfer requests for tax payments
• Kentucky Municipal Tax - PosiTax reconciliations
• Process journal entries
• Electronic filings of premium tax and assessments
• Copying, Scanning & Filing of premium tax returns
• Processing check request to CoreIntegrator
• Process state income tax payments
• Mailing and filing of state income tax returns
• Prepare supporting documents for premium tax returns

The finance analyst is responsible for preparation and filing of various tax returns. The candidate will process and reconcile tax related transactions with a strong focus on accuracy, timeliness, and the ability to work in a fast paced environment. The candidate will provide support.

• Prepare Quarterly and annual Municipal tax returns
• Prepare weekly FICA deposit report & check request
• Prepare Quarterly FICA returns
• Prepare semi-weekly FET deposits
• Prepare and file Quarterly FET returns
• Process wire transfer requests for tax payments
• Kentucky Municipal Tax - PosiTax reconciliations
• Process journal entries
• Electronic filings of premium tax and assessments
• Copying, Scanning & Filing of premium tax returns
• Processing check request to CoreIntegrator
• Process state income tax payments
• Mailing and filing of state income tax returns
• Prepare supporting documents for premium tax returns

The Product Manager (Payments) is responsible for managing and providing expert knowledge and technical expertise for specific initiatives and functional areas within the Payments vertical including Pay by Account (PBA). This role is integral in shaping product direction and developing key product features, supported by the Senior Product Manager, working with input from client, user-facing and internal functional workshops. The role is focused on functional and technical aspects of the product with an emphasis on creating, refining, and realizing product vision and capabilities. The Product Manager is responsible for crafting user stories, supporting testing phases, and serving as a subject matter expert (SME) in QA processes, as well as facilitating new or existing product integrations. The Product Manager also works with the Delivery Lead to provide input to Change Requests, Statements of Work, exceptions, and solution proposals. 

Key Responsibilities:

• Develop and own features across the Payments portfolio from concept to delivery, working with the business and Senior Product Manager to create and drive features from feature brief through to delivery.
• Work closely with relevant stakeholders such as data, DevOps, finance, customer support to inform product requirements. 
• Actively participate in and document outcomes and actions from product workshops.
• Collaborate and act as a subject matter expert on the development of product documentation.
• Synthesize quantitative and qualitative inputs to ensure alignment of technical solutions with business objectives and client needs.
• Develop and write user stories and documentation for new features or improvements.
• Provide testing support and serve as a subject matter expert for the QA team in new feature development.
• Offer subject matter expertise for the support of new or existing functionality implementation for internal and external stakeholders, working with Payments Systems Analyst to understand gaps and propose product solutions.
• Analyze feedback, refine the product backlog, and conduct market research and analysis for the PBA Overlay Service (PBAOS) operational team.
• Collaborate with Delivery Lead with input into Change Requests, Statements of Work, exceptions, and solution proposals.
• Understand and respond to changes to the regulatory and compliance landscape that impacts payments systems.

• Knowledge of API-driven product management and development, preferably related to Payments systems.
• Strong ability to document and articulate outcomes from workshops and meetings.
• Experience in creating product artefacts such as feature briefs, LEAN canvases and solution option analyses.
• Proficiency in creating technical documentation, including API specifications and technical user stories.
• Ability to provide effective testing support and subject matter expertise to QA teams.
• Strong capability in supporting the implementation of new or existing functionalities for a range of stakeholders.
• Ability to communicate complex technical information effectively to non-technical stakeholders.
• Proficient in collating and analyzing feedback, refining product backlogs, and conducting market research and analysis.
• Strong communication and collaboration skills, with the ability to work effectively in a team environment.

• Excellent problem-solving skills with the ability to foresee potential technical challenges and address them proactively.
• Experience in Agile methodologies and working knowledge of tools such as JIRA, Confluence, and API testing tools.

• Oversee the performance and effectiveness of the WFM Command Center
• Lead and develop Command Center associates
• Work with contact center leaders to ensure agent adherence and/or conformance to schedules
• Provide ongoing operational analysis of contact center operations, while identifying and implementing changes as necessary to improve the level of quality and efficiency as measured by key business indicators (cost, abandon rate, service level, occupancy, etc.)
• Work with the contact centers, Technology, reporting and other teams to provide analytical support and recommendations for staffing resources to meet objectives such as service levels, occupancy, cost per call, etc.
• Partner with WFM planners to ensure schedules meet performance and business needs
• Utilize Workforce Optimization software to manage performance across multiple sites and lines of business
• Monitor Workforce Management tools real time to maintain service level data
• Analyze call center performance history to determine optimum off production activities as well as shrinkage and occupancy goals
• Analyzes daily call trends and alerts Workforce Management Analyst to needed staffing updates
• Responsible for daily, weekly and monthly call center reports which highlight call center performance (Call Volume, Service Level, Average Handle Time, Abandon % and Average Speed to Answer)
• Evaluates daily call trends
• Designs/creates various databases for staffing and analysis
• Creates reports utilized by Customer Service for staffing/productivity measurements
• Identify areas of operational development and engage in projects to continually adapt to the changing needs of our business and people, to deliver best in class WFM support.
• Identify what resources are required to implement parts of projects
• Effectively use project plans to focus work and ensure deadlines are met
• Ability to work flexible shift to occasionally attend meeting with employees and worldwide clients

Other duties as assigned

This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

This is not your typical Project manager role. Working as Project Manager for IQ-EQ will require you to have a womb to tomb mastery of project management methodologies to be applied to ongoing initiatives in IQ-EQ to ensure predictable and successful delivery. You won’t just be taking down the minutes of the meeting because you will need to have the vision and a thirst for change, transformation and continuous improvement.

Project Management is not an easy job, therefore we need someone who is expressive and vocal in identifying and mitigating risks, directing the project and all stakeholders involved to successful delivery while maintaining a good working relationship with all participants.

A proactive team player who initiates improvements at the same time adheres to the team’s standard methodology and governance processes.

Responsibilities (how we will measure success)

• Contribute to strategic growth and operational development of the Firm by managing a suite of projects ongoing throughout the IQ-EQ Group
•  Adhere to the team’s standard methodology and governance processes including use of approved templates and checklists
• Responsible for all aspects of Project Management, including but not limited to; Initiation, planning, design, execution, monitoring and controlling including change control and project closure – ensuring predictable and successful delivery
• Organizing and motivating project teams, directing the project and all stakeholders involved to successful delivery
• Effective and Transparent communications ensuring the flow of information to all stakeholders involved
• Ongoing contribution towards continuous development and improvement of Change Delivery methodologies, templates and checklists

Tasks (what does the role do on a day-to-day basis)

• Define the scope of assigned projects in conjunction with the Project Sponsor
• Devise the overall approach to delivering individual projects, making use of the internal methodology tailoring matrix
• Preparation of project documentation in collaboration with Subject Matter Experts for example:
  • Project Initiation Requests
  • Project Initiation Documentation
  • Product and Work Package Descriptions
  • End Stage reports and Stage Gate Readiness Assessment Documents
  • Test Strategy, Plans and Scripts
  • Closure Reports
• Determine objectives and measures that each project will be evaluated against upon completion and track ongoing progress. Prepare related benefits assessments
• Select, lead and motivate your project team both internally and externally, establishing a team culture within the assigned projects
• Monitoring overall progress and use of resources, initiating corrective action where necessary
• Applying change control processes to control changes to the products ensuring that changes are made only with the agreement of appropriate named authorities
• Managing project risks, including the development of contingency plans
• Reporting through agreed lines on project progress through highlight reports and end-stage assessments, including option papers and recommendations
•  Manage a range of stakeholders from junior to senior level across all locations
• Manage and monitor project budgets to ensure delivered within agreed budget
• Adhere to internal project methodology and governance
• Track all time spent on projects in NetSuite ensuring that resource time is also captured and monitored
• Communication and engagement planning
• Maintaining an awareness of potential interdependencies with other projects and their impact
• Liaise with various departments to ensure Service Transition is successful, including the training team in relation to training needs arising from projects and related solutions
• Production of closure reports, evaluating successes and challenges to enhance learning for your next project – ensure capture of lesson on the team’s central lessons log.

Other

• Support other departments as required within the confines of the Project Manager role
• Undertake any additional reasonable duties as required the Firm