Financial Analyst (Level I)

Job Title: Financial Analyst (Level I)

Location: Pennington, NJ
Duration: Contract - 4 months (potential contract-to-hire)
Pay Range: $24 (W2)
Job ID: 372874
Start: Approximately 3 weeks after acceptance (target May start)
Schedule: Training onsite 5 days, then hybrid (3 days onsite, 2 remote)
Work Authorization: Candidates must not require sponsorship now or in the future.

About BCforward

BCforward is a leading global IT consulting and workforce solutions firm providing services and support to Fortune 500 and government clients. Founded in 1998, BCforward has grown with our customers needs into a full-service business solutions provider. With delivery centers and offices across North America and India, we take pride in building long-term relationships and delivering excellence through innovation, collaboration, and integrity.

Job Description

We are seeking a Financial Analyst to join our dynamic team supporting the Bank's Financial Business Support function with a focus on Cost Basis operations. The ideal candidate will have strong experience in financial records review, data accuracy, and Microsoft Office (Excel, Word, Outlook) and a proven ability to process transactions, research and resolve cost basis discrepancies, and deliver accurate updates to tax lot records.

Responsibilities:

• Process routine and standard transactions per established procedures across operations areas such as analysis, report generation, trade and payment processing, data entry, and account updates.
• Support the Cost Basis Team by researching and updating cost basis in the Global Tax Lots system based on branch inquiries submitted via New Service Gateway and email.
• Investigate and resolve transactional breaks that cause inaccurate cost basis, performing accurate manual updates as needed.
• Provide quality service to internal partners and external clients while meeting accuracy and timeliness standards.
• Escalate complex issues to Operations Team Manager and/or Supervisor and contribute to knowledge sharing with less experienced team members.

Required Skills & Qualifications:

• Proficiency with Microsoft Office, including Outlook, Word, and Excel.
• Ability to interpret and apply relevant rules, regulations, policies, and standards, including IRS requirements for covered securities and tax lots.
• Strong attention to detail with experience working with financial statements and records.
• Effective analytical and problem-solving skills with sound judgment on when to escalate.
• Experience level: 1+ year in financial operations, tax reporting operations, or similar roles.

Preferred Skills:

• Willingness to work overtime during peak periods, especially Tax Season (Jan-Apr), as offered to support business needs.
• Strong interpersonal, oral, and written communication skills with a client service mindset.
• Ability to work as an individual contributor within a team environment and maintain a professional attitude in a fast-paced setting.

Why BCforward?

At BCforward, we believe in advancing lives and careers. When you join our team, you gain access to:

• Competitive compensation and benefits.
• Opportunities for growth with global clients.
• A supportive, inclusive culture that values innovation and people.
• Exposure to cutting-edge technologies and projects.

About Our Commitment

BCforward is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or veteran status.

Interested? Apply Now!

If this sounds like the right opportunity for you, please apply with your most recent resume.