Financial Analyst - Entry Level Job at Canon Recruiting Group, Pennington, NJ

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  • Canon Recruiting Group
  • Pennington, NJ

Job Description

Job Description:

We’re looking for a detail-oriented and proactive Financial Analyst to join our Cost Basis Team! If you’re passionate about financial data, enjoy solving problems, and thrive in a collaborative, fast-paced environment, this could be the perfect fit for you.

What You’ll Do:

  • Process routine transactions and manage daily responsibilities across various operational areas such as analysis, reporting, account openings, trade and payment processing, and data entry.
  • Provide excellent service and support to both internal partners and external clients, ensuring operations run smoothly and efficiently.
  • You’ll have the opportunity to guide and mentor newer team members, sharing your knowledge and helping them grow.
  • While you'll have the chance to work independently, more complex issues will be referred to the Operations Team Manager or Supervisor for guidance.
  • As part of our Cost Basis Team, you’ll specifically focus on handling branch inquiries and update requests from clients regarding cost basis updates in our Global Tax Lots system.
  • You’ll research and resolve transactional breaks that cause inaccurate cost basis, making sure everything is up to date and in line with regulations.

What We’re Looking For:

  • Some experience working with financial statements and records, with an eye for detail.
  • A strong understanding of tax lot records and the ability to maintain accuracy, especially during the busy tax season (Jan-April).
  • An ability to manage your time well and communicate effectively, both written and orally.
  • The drive to work both independently and as a supportive team member, always staying positive and professional in a fast-paced environment.
  • A willingness to learn and adapt to IRS rules and regulations, making sure we stay compliant.
  • Proficiency in Microsoft Office (especially Word, Excel, and Outlook).

Additional Information:

  • Overtime may be required, particularly during tax season, so flexibility is important.

If you’re someone who thrives in a supportive, team-driven environment and enjoys digging into financial details, we'd love to hear from you!

Job Tags

Contract work,

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