Talent.com
Business Analyst- Cost Basis / Tax Reporting

Business Analyst- Cost Basis / Tax Reporting

Financial Industry Technical Services Inc.Denville, NJ, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Business Analyst – Cost Basis Reporting

Locations : Remote

Job Description

FITS Consulting – Business Analyst Opportunity

FITS Consulting is seeking skilled Business Analysts with a strong background in the brokerage and investment industry. The ideal candidate will have proven experience supporting Tax Operations and Reporting systems, including expertise in Cost Basis calculations.

This role offers the opportunity to contribute to impactful projects while working within a collaborative and professional environment. At FITS Consulting, we are committed to fostering growth and excellence, and we welcome professionals who are ready to advance their careers with us.

Responsibilities

  • Work with Cost Basis and Tax Reporting business teams to ensure systems implemented or modified meet departmental requirements.
  • Perform gap analysis to determine current / future state and process flows.
  • Define and document business requirements (BRD).
  • Establish and maintain communication with client business and technical groups regarding progress of conversion / implementation.
  • Work with Project Office groups monitoring and reporting milestone and planned activities.
  • Participate Mock and Parallel conversion testing activities.
  • Ensure the testing and training process are running smoothly.

Qualifications

  • 5+ years of brokerage / wealth management industry experience.
  • 4+ years experience supporting cost basis systems and processing.for customer tax statements, (Maxit, Wolters Kluer Gainskeeper, Apex Silver, FIS Tax Reporting Suite).
  • 3+ years experience utilizing one or more of the following brokerage systems : (BetaNXT Beta, FIS Phase 3, Scivantage Maxit)
  • Prior experience on large scale wealth management system implementations.
  • Successful track record for completing projects tasks under tight deadlines.
  • Extensive client facing and problem-solving experience.
  • Excellent communication skills and strong documentation and presentation experience.
  • Traditional Business Analyst experience including (documenting current and future state, cross functional flows, developing / modifying business requirement documents, user acceptance testing).
  • Proficient in all Microsoft applications, especially Excel and SQL.
  • Experience in Agile teams.
  • FITS Consulting is an Equal Opportunity / Affirmative Action Employer.

    All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

    Create a job alert for this search

    Cost Analyst • Denville, NJ, US

    Related jobs
    • Promoted
    Finance Business Analyst

    Finance Business Analyst

    VirtualVocationsPaterson, New Jersey, United States
    Full-time
    A company is looking for a Finance Business Analyst with expertise in ERP, SaaS billing systems, and credit / collection systems. Key Responsibilities : Manage data flow from CRM to ERP for orders an...Show moreLast updated: 18 days ago
    • Promoted
    Cost Analyst II

    Cost Analyst II

    HireTalentBound Brook, NJ, US
    Full-time
    Location : Bridgewater, NJ Duration : 5 months Looking for a local candidate with Pharmaceutical Industry experience.The Analyst, Government Contract Operations will have primary responsibility for q...Show moreLast updated: 30+ days ago
    • Promoted
    Client Reporting Analyst

    Client Reporting Analyst

    Diverse LynxNew York, NY, US
    Full-time
    Client Reporting Operations Analyst (Private Equity & Private Debt).The Client Reporting Operations Analyst will support the end-to-end reporting process for institutional clients investing in Priv...Show moreLast updated: 20 days ago
    • Promoted
    Business Analyst - Payments (FEDWIRE, CHIPS, SWIFT)

    Business Analyst - Payments (FEDWIRE, CHIPS, SWIFT)

    VeracityNew York, NY, US
    Temporary
    Job Role : Business Analyst - Payments.Note : Deep proficiency with Banking Payment process (FEDWIRE, CHIPS, SWIFT).Project manage the implementation of Payments ISO20022 migration project.As a proje...Show moreLast updated: 30+ days ago
    • Promoted
    ITO Tax Operations Cost Basis & Corporate Actions Analyst

    ITO Tax Operations Cost Basis & Corporate Actions Analyst

    eTeamJersey City, NJ, US
    Temporary
    ITO Tax Operations Cost Basis & Corporate Actions Analyst.Job Duration : 13 months contract.Location : Jersey City NJ 07310. Pay Range : Depending upon the experience.Business Overview : The ITO Tax Ope...Show moreLast updated: 1 day ago
    • Promoted
    Revenue Cycle Analyst (Analytics and Reporting)

    Revenue Cycle Analyst (Analytics and Reporting)

    Columbia UniversityNew York, NY, United States
    Full-time
    Job Type : Officer of Administration.Standard Work Schedule : 9AM-5PM, M-F.Salary Range : 95,000 - 110,000.The compensation range listed in this job posting reflects the market rate for the New York C...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Analyst III

    Tax Analyst III

    Axelon Services CorporationJersey City, NJ, US
    Full-time
    Job location : Jersey City, NJ Shift : 8 : 00am to 5 : 00pm.Validate taxability of Corporate actions using CCH, identifying impacts to Cost basis. Update Cost basis engine for all voluntary Corporate acti...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Client Reporting & Portfolio Analytics Analyst

    Client Reporting & Portfolio Analytics Analyst

    Bridgewater Associates LPNew York, NY, US
    Full-time
    Client Reporting & Portfolio Analytics Analyst.Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global inst...Show moreLast updated: 10 hours ago
    • Promoted
    Client Reporting Analyst

    Client Reporting Analyst

    Winged Keel GroupNew York, NY, US
    Full-time
    Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net...Show moreLast updated: 9 days ago
    • Promoted
    Technical Tax Business Analyst

    Technical Tax Business Analyst

    ApolloCorona, NY, US
    Full-time
    At Apollo, we are a global team of alternative investment managers passionate about delivering uncommon value to our investors and shareholders. With over 30 years of proven expertise across Private...Show moreLast updated: 30+ days ago
    • Promoted
    Finance Business Analyst - Level 2 - Hourly

    Finance Business Analyst - Level 2 - Hourly

    LanceSoftJersey City, NJ, US
    Full-time
    The SLA Coordinator will be responsible to document all types of services exchanged between the different entities of Bank. The SLA Coordinator will be the point of contact for any SLAs related to t...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Cost Analyst

    Cost Analyst

    VirtualVocationsJackson Heights, New York, United States
    Full-time
    A company is looking for a Cost Analyst.Key Responsibilities Prepare and analyze cost reports, summaries, and detailed financial data Conduct costing audits to ensure compliance with policies an...Show moreLast updated: 13 hours ago
    • Promoted
    Business Analyst / CAT Reporting

    Business Analyst / CAT Reporting

    Syntricate TechnologiesNew York, NY, US
    Full-time
    Business Analyst / CAT Reporting.New York City, NY 2 days a week.Months Web Cam Interview $45 / Hr on W2 or $50 / Hr on 1099. We need : A junior (3+ years) to mid-level business analyst with experience in ...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Payments Business Analyst

    Senior Payments Business Analyst

    Diverse LynxJersey City, NJ, US
    Full-time
    Senior Payments Business Analyst.We are seeking an experienced Senior Payments Business Analyst with 68 years of hands-on expertise in payment processing systems, messaging standards, and cross-bor...Show moreLast updated: 20 days ago
    • Promoted
    Investor Reporting Analyst

    Investor Reporting Analyst

    VirtualVocationsAstoria, New York, United States
    Full-time
    A company is looking for an Investor Reporting Analyst I.Key Responsibilities Manage daily and monthly operations for investor portfolios, including reporting and reconciliations Resolve edits, ...Show moreLast updated: 30+ days ago
    • Promoted
    Payment Business Analysis

    Payment Business Analysis

    Cynet SystemsJersey City, NJ, US
    Full-time
    Job Description : Pay Range : $50hr - $55hr Relevant experience as business data analysis, business analysis or system analysis. Experience in data governance data management or related roles includin...Show moreLast updated: 30+ days ago
    • Promoted
    Business Analyst CFTC Regulatory Reporting

    Business Analyst CFTC Regulatory Reporting

    RIT SolutionsNew York, NY, US
    Full-time
    Business Analyst With Expertise In Ctfc Regulatory Reporting.We are seeking a skilled and detail-oriented Business Analyst with expertise in CFTC (Commodity Futures Trading Commission) Regulatory R...Show moreLast updated: 30+ days ago
    • Promoted
    Business Analyst

    Business Analyst

    RIT SolutionsTarrytown, NY, US
    Full-time
    Sleepy Hollow, NY 12 Month Video.Strong BA skills with experience in finance / accounting environments.Familiarity with Oracle, Hyperion, and EPBCS. Ability to understand forecasting cycles and busine...Show moreLast updated: 30+ days ago