Financial Analyst

Position Title: Financial Analyst

Location: Pennington, NJ

Anticipated Start Date: ASAP

Please note this is the target date and it is subject to change. BCforward will send official notice ahead of a confirmed start date.

Expected Duration: 6 Months

Job Type: [FULL TIME, CONTRACT, HYBRID (3-days on-site/2-days WFH)]

Pay Range: $25.90/hr

Please note that actual compensation may vary within this range due to factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).

Work shift: Monday Friday; 8:00 AM 5:00 PM

Job Description:

• As part of Wealth Management Operations (WMO), Investment Information Management Organization, within Legal Operations team, this individual will be responsible for handling work on the project management of GWIM client remediation and class action payouts.
• The associate should proactively identify process improvements and efficiencies related to third party workflow and technology. Handling of phone calls related to open matters is required, while maintaining service levels for assigned matters.
• This position requires the application of rules to varying circumstances and requires solid decision-making skills and independent judgment.

  Required Skills:

• Project planning and scoping:
• Project initiation
• Planning & timing of communication and payments
• Execution of payments
• Project closure evidence
• Data-mining to determine current & former client status
• Calculation of interest and tax withholding based on guidance received from Global Tax Policy
• Client communication
• Payment execution
• Project status updates to senior management, audit and/or outside business units
• Post-check delivery activities (i.e. undeliverable checks, stale dated checks, check reissues and escheatment, year-end tax reporting activities).

  Desired Skills:

• Ability to research all items coming from internal or external sources using Merrill Lynch resources.
• Due to the amount of training required for functionality in this position, candidates must make a minimum commitment of one year in the position.
• Microsoft Word, Excel, and Access experience required.
• Availability for overtime as required during high volume time periods.

Benefits:

BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

Keywords:

Project, financial, tax, banking.

About BCforward:

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.

BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.

To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.

This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

Interested candidates please send resume in Word format Please reference job code 232144 when responding to this ad.