Introduction The founding of Metropolitan dates to as early as 1898 and Momentum traces its roots to being established in 1966. Momentum Group was formed from the merger of Metropolitan and Momentum, two sizeable and diverse insurance-based financial services companies in South Africa and was listed on the Johannesburg Stock Exchange on 1 December 2010.

In order to grow its international footprint and diversify its revenue streams, Momentum Group actively pursues financially viable opportunities across the world. Aditya Birla Health Insurance Company Limited, a joint venture with Aditya Birla Capital Limited, was incorporated in 2015 and was our first expansion into India.

Having experienced India first-hand as a hub of both talent and opportunity, we set up Momentum Services in 2017, a wholly-owned Mumbai-based global in-house centre to leverage IT, ITES and Business support services to all our businesses worldwide.

Role Purpose The Business Analyst will be responsible for requirements definition, gap identification, documentation and supporting delivery, but will not be accountable for the actual system build/configuration (which will be delivered by allocated IT development teams through prioritized delivery).

Duties & Responsibilities

KEY ACCOUNTABILITIES/KRAs/KPIs

- Business analysis & requirements
- Conduct detailed tax-related business analysis through stakeholder engagement

(workshops, interviews, walkthroughs and research).

- Develop expert-level understanding of MWI products, tax triggers, operational events, and system behaviour.
- Elicit, analyse, validate and document requirements (functional, data,

control/validation, exception management, audit trail and reporting).

- Translate requirements into solution specifications and support prioritised delivery with IT teams.
- Identify and escalate tax risks, processing risks, and compliance risks impacting

MWI and/or Momentum Investments.

- Gap analysis, root cause & remediation planning.
- Investigate and document historic tax-related errors and processing issues.




- Map root causes across systems, data, events and processes.
- Quantify impact where feasible (financial leakage, rework, operational risk,

compliance exposure).

- Build and maintain a structured remediation plan and roadmap (priorities,

dependencies, timelines, sign-off).

- Process improvement & control design.
- Map current and future state end-to-end processes to identify optimisation and standardisation opportunities.
- Design improved process flows including straight-through processing and defined exception handling.
- Design tax controls (preventative/detective), monitoring metrics, exception reporting and governance touchpoints.
- Maintain accurate process documentation and promote adoption/compliance across stakeholders.
- Data analysis & insights.
- Write and interpret data queries (as applicable) to support investigation, validation and control design.
- Analyse large datasets to identify anomalies, exceptions and processing defects.
- Use Excel, SQL and reporting/BI tools (e.g., Power BI / QlikView) as applicable.
- Testing, implementation support & change enablement.
- Define test scenarios, test conditions and acceptance criteria aligned to tax requirements and controls.
- Support System Testing and UAT, including triage and defect analysis.
- Assist with training material preparation, business readiness and postimplementation verification.
- Regulatory reporting (FATCA / CRS and broader tax reporting).
- Review and document FATCA and CRS reporting processes and system dependencies.
- Identify automation opportunities, validation needs and audit trail strengthening.




- Align reporting requirements with internal governance and operational controls.
- Key Stakeholders o Head of Tax / Tax leadership o MWI business stakeholders (operations and product)

o Tax specialists (technical tax guidance and validation)

o IT delivery teams (development/configuration and solution delivery)

o Data/Reporting teams (where applicable)

o Risk/Compliance/Audit stakeholders (as required)

Requirements

- 6 years’ experience in Business Analysis and/or Process Improvement
- Demonstrated experience working across system/process remediation,

requirements definition and delivery support

- Proven experience working in Agile environments
- Strong understanding of tax concepts, tax triggers, regulatory reporting and controls (tax systems experience advantageous)
- Experience with system migrations, data remediation and/or API-enabled environments is highly desirable

Competencies

Mandatory Skills:

- 6 years’ experience in Business Analysis and/or Process

Improvement

- Demonstrated experience working across system/process remediation, requirements definition and delivery support
- Proven experience working in Agile environments
- Strong understanding of tax concepts, tax triggers, regulatory reporting and control.
- Experience with system migrations, data remediation and/or APIenabled environments is highly desirable.

Preferred Skills:

- Experience within financial services/investments setting
- Tax Systems Experience.

Behavioral Competencies

- Strong analytical and logical problem-solving skills with excellent attention to detail
- Excellent investigative, information gathering and structured documentation capability
- Data-driven mindset with the ability to translate insights into action
- Strong stakeholder management and facilitation skills
- Clear written and verbal communication skills (business and technical audiences)
- High accountability and ownership of deliverables in a highpressure environment
- Ability to influence and collaborate across diverse stakeholder groups

📌 Business Analyst Tax ( MIC ) (Navi Mumbai)
🏢 Momentum Group
📍 Navi Mumbai