Financial Analyst

Job description

· Daily functions include but not limited to processing of all Exception Reports.

· Additional responsibilities include projects aimed at improving the statement and/or underlying systems to support tax lot accounting.

· Having the ability to understand the Cost Basis Regulations and accurately apply your knowledge to update and maintain current tax lots and for unrealized and realized gains/losses.

· Need to provide Tax Season Support.

Required Skills:

• Excellent interpersonal skills

• Proven ability to effectively service/resolve client inquiries

• Strong analytical and problem solving skills

• Positive and professional attitude in a team oriented fast paced work environment

• Ability to work effectively and efficiently as an individual contributor in a team set up

• Open to learning the various processes, systems and applications.

• To adhere to the Industry and Government rules and regulations, continue to train and train others to remain in compliance.