Financial Analyst (Cost Basis)

Position: Financial Analyst – Financial Business Support
Location: Pennington, NJ
Schedule: Hybrid (3 days onsite, 2 remote)
Training: Onsite for all 5 days during initial training period
Contract Duration: 7 months (ASAP Start)
Pay Rate: $24.00 hourly, paid weekly.

Job Overview:

We are seeking a detail-oriented Financial Analyst to join our Cost Basis Team . This role plays a critical part in supporting accurate tax reporting by processing standard financial transactions and updating cost basis records. You'll provide operational support to both internal business partners and external clients, helping ensure regulatory compliance and data accuracy.

Key Responsibilities:

• Process routine transactions in accordance with established procedures (e.g., data entry, trade processing, payment handling, report generation, account maintenance).
• Respond to and resolve inquiries from branches and clients regarding cost basis updates, received via New Service Gateway and email.
• Research and manually update incorrect cost basis records in the Global Tax Lots system.
• Support accurate IRS reporting of covered securities and tax lots.
• Assist and advise less experienced team members, when needed.
• Escalate complex issues to Operations Team Manager or Supervisor.

Required Skills:

• Proficiency in Microsoft Office, especially Outlook, Word, and Excel.
• Basic understanding of financial regulations, industry standards, and internal policies.
• Strong attention to detail, especially when working with financial data and records.

Preferred Qualifications:

• Experience working with financial statements and cost basis data.
• Strong analytical and problem-solving skills.
• Excellent interpersonal, written, and verbal communication skills.
• Ability to work independently while contributing to a team environment.
• Professional, adaptable, and collaborative in a fast-paced setting.
• Willingness to work overtime during peak periods, especially tax season (January – April).
• 1+ year of experience in a similar financial or operational support role preferred.

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 [email protected]