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Financial Analyst (Level I)

ICONMA, LLC

Pennington, NJ

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JOB DETAILS
SALARY
$15.49–$23.99 Per Hour
SKILLS
Analysis Skills, Banking Services, Business Support, Communication Skills, Data Entry, Data Processing, Detail Oriented, Financial Analysis, Financial Statements, Health Plan, IRS (Internal Revenue Service), International Tax, Interpersonal Skills, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Operational Support, Operations Management, Payment Processing, Presentation/Verbal Skills, Problem Solving Skills, Record Keeping, Regulations, Resolve Customer Issues, Securities, Tax Operations, Tax Reporting, Team Lead/Manager, Team Player, Writing Skills
LOCATION
Pennington, NJ
POSTED
7 days ago
Our client, a Banking company, is looking for a Financial Analyst (Level I) for their Pennington, NJ/Jacksonville, FL/Hybrid: 12 location.
 
Responsibilities:
  • Processes routine/standard transactions according to established procedures and prescribed processes.
  • Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc.
  • Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients.
  • May provide advice and assist with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor.
  • Generally, 1 year or more experience is preferred.
  • 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.
 
Requirements:
  • Proficient with Microsoft Office, Outlook, Word and Excel
  • Strong 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
  • Strong oral and written communication skills
  • Ability to work effectively and efficiently as an individual contributor in a team environment
  • Positive and professional attitude in a team oriented fast paced work environment
  • Strong analytical and problem-solving skills
  • Be able to adhere to the industry and IRS rules and regulations
 
Why Should You Apply?

About the Company

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ICONMA, LLC