Financial Analyst (Cost Basis Team) - Pennington, NJ (Hybrid)
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Job Location:
Pennington, NJ - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
POSITION: Financial Analyst
FULLTIME: ASAP Start (Length of 7-9 Months)
LOCATION: Pennington NJ (Hybrid)
SCHEDULE: M-F 8am-5pm
PAY RANGE: $24/HR
(Exact compensation may vary based on skills experience and location. Base pay information is based on market location.
JOB DESCRIPTION:
Processes routine/standard transactions according to established procedures and prescribed processes. Daily responsibilities will cover one or more operations functional areas such as: analyses report generation opening new accounts trade processing payment processing data entry etc. Provides quality service and effective and efficient operations support for the assigned areas internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. Generally 1 year or more experience is preferred.
The financial analyst will be a part of our Cost Basis Team. This team handles branch inquiries and update requests received from clients to Front Line Units submitted via New Service Gateway and email in regard to updates and research of cost basis reflecting in our Global Tax Lots system. Additionally the associate will research and resolve transactional breaks that result in inaccurate cost basis that requires manual update. A successful candidate will have some experience working with financial statements and records with an emphasis on attention to detail. Tax Reporting Operations is responsible for accurate reporting of covered securities and tax lots to the Internal Revenue Service so the ability to update tax lot records accurately and efficiently is required.
Required Skills:
- Proficient with Microsoft Office Outlook Word and Excel
- Strong understanding of rules and regulations policies and standards
Desired Skills:
- Overtime may be offered to support business needs especially during Tax Season (Jan Apr)
- Excellent interpersonal skills
- Proven ability to effectively service/resolve client inquiries
- Strong oral and written communication skills
- Ability to work effectively and efficiently as an individual contributor in a team environment
- Positive and professional attitude in a team oriented fast paced work environment
- Strong analytical and problem-solving skills
- Be able to adhere to the industry and IRS rules and regulations
Working Conditions:
- May on occasion be exposed to loud sounds and distracting noise levels such as from office equipment.
- The ability to lift up to 30lbs.
- Use of computers and technology
Here at Canon Recruiting People are our priority and we are committed to Include Diversity in every segment of who we are. It is only through our Diversity; we are made a stronger organization and increase our ability to provide top tier candidates that our clients have come to know Canon for. We have an inclusive environment all employees are celebrated for their unique differences. The different perspectives and experiences of our workforce give us the competitive advantage that is essential for success in an ever-changing market. By promoting inclusion with the same enthusiasm we devote to quality and competency and using the experience from a diverse assortment of backgrounds and experiences Canon is able to improve the services and value we deliver to clients employees and customers. At Canon Diversification and Inclusiveness are much more than a corporate ambition; they are a critical component in our daily corporate life. Canon Recruiting is committed to a diverse and inclusive workplace. Canon Recruiting is an equal opportunity employer and does not discriminate on the basis of race national origin gender gender identity sexual orientation protected veteran status disability age or other legally protected status. The pay range for this position is listed above. Base pay information is based on market location. We will consider for employment qualified applicants with arrest and conviction records. Our range of benefits may include health care and 401(k) savings plans. For individuals with disabilities who would like to request an accommodation please email our HR team
Required Experience:
IC
Key Skills
- Cognos
- Forecasting
- Hyperion
- Microsoft Access
- Pivot tables
- Accounting
- Analysis Skills
- Microsoft Excel
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Planning
About Company
Finding Good People, For Great CompaniesWe Know Talent Looking to Work? Get Started Looking to hire? Get Started We Know Talent Our more than 40 years of recruiting experience at Canon positions us as the number one talent search and management partner for workplaces of the future. So ... View more
