What are the responsibilities and job description for the Financial Analyst position at Collabera?
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Financial Analyst
Contract : Pennington, New Jersey, US
Salary Range : 20.00 - 24.00 | Per Hour
Job Code : 359175
End Date : 2025-03-24
Days Left : 29 days, 2 hours left
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Location : Pennington, NJ 08534
Client : Banking
Role : Financial Analyst
Duration : 4-5 months contract possibility of extension
About 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).
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