• Validate the accuracy and completeness of migrated trading, account, customer, and tax-lot data between internal systems and the outsourced vendor platform. • Perform detailed source-to-target reconciliations for key tax reporting fields, including but not limited to: Security identifier, Trade date, Settlement date, Acquisition date, Cost basis, Proceeds, Wash sale adjustments, Holding period, Lot selection, Corporate action impacts, Account registration/taxpayer information. • Compare high-volume transactional datasets and identify breaks, exceptions, missing records, duplicates, and transformation errors. • Support data readiness for IRS tax reporting, including Forms 1099-B and related cost basis reporting requirements. • Review migrated data to ensure consistency with applicable IRS cost basis regulations and internal reporting standards. • Assist in validating tax treatment of trades, transfers, corporate actions, and other securities events that impact reportable basis and gain/loss information.

• Manage multiple tasks efficiently and timely • Work cohesively with team members • Provide excellent customer service • Review and confirm material attributes are correct • Resolve complex production problems to ensure data integrity and business success • Critically analyze Material Master data • Review & update ZMR workflow requests • Review drawings for data accuracy • Use working knowledge and experience of all Material Master transactions • Understand DGIT to update Dangerous Goods Master • Collaborate with Engineering, Planning, Program Operations Management, Procurement, Quality, System Safety, and Master Production Scheduling • Perform data cleansing for accuracy and data alignment across the enterprise.

• Analyze campaign performance to identify trends, measure effectiveness, and deliver actionable recommendations. • Translate complex data into clear business narratives that support commercial strategy and client success. • Develop dashboards and recurring reports to monitor key performance metrics and drive data-informed decision-making. • Partner with Client Services and Sales to provide analytical support for client conversations, quarterly business reviews (QBRs), and commercial initiatives. • Analyze cross-campaign and cross-brand performance to uncover insights that inform business development and growth strategies. • Leverage internal and external data sources to generate recommendations that improve commercial outcomes. • Build, validate, and optimize target lists while ensuring data quality and reporting accuracy. • Create impactful visualizations and reports using business intelligence tools for technical and non-technical stakeholders. • Identify opportunities to improve reporting processes through automation, AI-enabled tools, and continuous process improvements.

• Leverage complex data pipelines to design custom data solutions that ensure accurate and timely delivery of data to internal and external stakeholders. • Collaborate proactively with commercial teams and customers to identify opportunities where data can drive high-impact business decisions. • Partner with technical and commercial teams to deliver custom data products quickly while maintaining high data quality standards. • Review assigned tasks and project scope using Jira while collaborating with Insight Analysts, Client Services, Sales, and Marketing teams to clarify business requirements. • Determine the most effective method to extract and analyze data using proprietary platforms, SQL, and other available tools. • Review teammates' SQL queries and deliverables for accuracy and quality. • Help train and improve the use of generative AI tools that support data delivery. • Learn and understand key business metrics and how they help customers make strategic decisions.