Broadridge Financial Solutions, Inc., founded in 1962 as a division of ADP, became a publicly-traded company in 2007. Now an award-winning business services fir
Cost Basis Business Analyst – Tax & Regulatory
Location
New York
Posted
3 days ago
Salary
$50 - $70 / hour
Seniority
Senior
Job Description
Job Requirements
- 5+ years of experience as a Business Analyst in financial services, brokerage, wealth management, asset servicing, or tax operations.
- Strong knowledge of tax information reporting.
- Direct experience with tax and regulatory requirements impacting including: Securities transfers and basis reporting requirements
- Understanding of broker-dealer operations, post-trade processing, custody, and securities lifecycle events.
- Experience translating complex regulatory requirements into clear business and system requirements.
- Proven ability to perform gap analysis, process mapping, root cause analysis, and impact assessments.
- Experience with UAT, defect management, test planning, and validation of financial/tax reporting systems.
- Strong analytical skills with the ability to work with large datasets, reconciliations, and exception analysis.
- Familiarity with Agile, Scrum, or hybrid project delivery methodologies.
- Proficiency with tools such as SQL, Excel, JIRA, Confluence, Visio, or similar BA and data analysis tools.
- Excellent written and verbal communication skills with the ability to present to both technical and non-technical audiences.
- Strong organizational skills and ability to manage multiple priorities in a deadline-driven environment.
Benefits
- Professional development opportunities
- Flexible working hours
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