Financial Analyst (Level I)

We are looking for a Financial Analyst to join our Cost Basis Team. This role is ideal for an analytical professional with a background in reviewing financial statements and records who excels at research and problem-solving. You will be responsible for managing client and branch inquiries submitted through our New Service Gateway and email, ensuring all cost basis data in our Global Tax Lots system is accurate. Additionally, you will audit, research, and resolve complex transactional breaks that require manual updates. If you have attention to detail and want to play a key role in ensuring our tax lot reporting remains fully compliant and accurately reported to the IRS, we invite you to apply.

salary: $23.99 - $24 per hour
shift: First
work hours: 8 AM - 5 PM
education: Bachelors

Responsibilities

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
- understanding of rules and regulations, policies and standards

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

Skills

• Financial Analysis
• Financial Reporting
• Financial Statements (2 years of experience is preferred)

Qualifications

• Years of experience: 2 years
• Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected].

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.