Financial Analyst

Description Home Search Jobs Job Description Financial AnalystContract: Pennington, New Jersey, USSalary Range: 20.00 - 24.00 | Per HourJob Code: 359175End Date: 2025-03-24 Days Left: 29 days, 2 hours leftApplyLocation: Pennington, NJ 08534Client: BankingRole: Financial AnalystDuration: 4-5 months contract + possibility of extensionAbout the Role: We are looking for a Financial Analyst to join our Cost Basis Team. The role involves handling branch inquiries and update requests from clients, researching and resolving transactional breaks, and ensuring accurate reporting of covered securities and tax lots to the Internal Revenue Service. Responsibilities: Process routine transactions according to established procedures Handle branch inquiries and update requests from clients Research and resolve transactional breaks resulting in inaccurate cost basis Ensure accurate reporting of covered securities and tax lots to the IRS Provide quality service and support for internal business partners and external clients Assist with training for less experienced team members Use independence of thought to solve problems, referring complex issues to supervisors Education Qualification: Preferably 1 year or more of relevant experience Proficiency with Ms Office, Outlook, Word, and Excel Strong understanding of rules, regulations, policies, and standards Required Skill: Excellent interpersonal skill Proven ability to effectively service and resolve client inquiries Strong oral and written communication skill Ability to work effectively in a team environment Positive and professional attitude in a fast-paced work environment Strong analytical and problem-solving skill Adherence to industry and IRS rules and regulations This is a hybrid schedule position with 3 day onsite and 2 day remote. Overtime may be required during Tax Season (Jan - Apr).Job Requirement ms excel excel word outlook IRS regulations regulatory policies policy internal revenue system Reach Out to a Recruiter Recruiter Email PhoneTanmay Jain Apply Now

Created: 2025-02-25