Operations Data Analyst

TL;DR

Operations Data Analyst: Processing and reconciling client data for US securities tax reporting with an accent on Excel-based analysis, data adjustments to system requirements, and accurate documentation of changes. Focus on delivering client tax reports within strict deadlines and parameters while working both independently and as part of the FundTax operations team.

Location: ROU - Cluj-Napoca

Company

hirify.global provides expert software and information solutions relied on by leading professionals worldwide.

What you will do

• Process and reconcile client data for the US securities market using internal software for tax reporting.
• Analyze and interpret client data against system technical requirements, adjust it to processing needs, and document the changes made.
• Deliver tax reports to clients while meeting strict deadlines and client-specific parameters.
• Work within the FundTax team with individual responsibilities and team collaboration.
• Report to the FundTax Operations Manager.

Requirements

• Fluency in English is essential.
• Medium-level Excel knowledge.
• Strong attention to detail and analytical thinking.
• Excellent written and oral communication and interpersonal skills.
• Ability to work both independently and as part of a team.
• Bachelor’s degree preferred.

Culture & Benefits

• Work from Home culture with flexibility for punctual needs.
• Flexible working schedule to support work-life balance.
• Yearly performance bonus based on seniority.
• Corporate health insurance, wellbeing programs, and up to 28 days of annual leave based on seniority.
• Learning and development opportunities through external/internal training and the #GROW program.
• Meal vouchers and monthly allowance, plus gift vouchers twice a year.

Hiring process

• Participate in interviews without AI tools or external prompts; in-person interviews may be required.
• Some candidates may need to appear onsite at a hirify.global office as part of the recruitment process.