Sr Business Analyst

Lead outside-in customer journey mapping across all three consumer surfaces (TurboTax, Quicken, 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 current out-of-OFX experience, for greenfield products) for assigned product lines

Build and maintain the tax document inventory — variants, volumes, current vendor, and current handling — for assigned product lines

Feed analyst findings into the relevant LOB Tax Domain HLD, in coordination with the Solutions Architect / Technical Lead

Participate in weekly SME working sessions with LOB Ops, Tax Ops, and the relevant LOB Tax Domain teams

Maintain accuracy of the workplan, risk log, issue log, and decision log entries related to their assigned product lines

Support vendor engagement sessions for vendors tied to their assigned product lines

Own the 1099-R variant inventory for Retirement (normal withdrawal, hardship, RMD, direct/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 vs. internal)

Document the current out-of-OFX participant experience for IA and Mutual Fund, since neither has an existing interface

Support Nuveen product/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 stood up standalone