Skip to main contentA logo with &quat;the muse&quat; in dark blue text.

Cost Basis Analyst - Contract - JR1029482

3+ months agoNewark, NJ

Broadridge is growing! We are seeking a Cost Basis Analyst to join our multifaceted BPO division on a contract basis.

- Perform analysis & reconciliation of stock record breaks, cash breaks, dividends, income reclass, corporate action data and cost basis data using systems such as BPS, Maxit, Geneva, and CBRS
- Review and resolve tax file reconciliation exceptions for 1099 reporting and document the resolutions
- Track and develop metrics to show progress and completion of data analysis and reconciliation
- Ensure that the status reports produced are accurate, relevant, complete, and measurable
- Analyze and identify operational processes for gaps, inefficiencies, potential duplications, and improvement opportunities

- Define and deliver recommendations and solutions that address each process and technology component to ensure accurate Tax & Cost Basis data
- Develop trending reports & standard benchmarks for metrics, providing guidelines for identifying issues
- Assist in driving critical tax & cost basis project landmark achievement
- Support creation, modification, and review of test plan and test summary documents
- Assist in developing metrics that demonstrate the progress / completion of user acceptance testing

- Bachelor’s degree in Accounting or Finance preferred
- 2+ years shown and progressive analytical experience in the financial services industry
- Knowledge of Broadridge BPS, Maxit, Advent Geneva a plus
- Knowledge of 1099s and 1042s reporting a plus
- Knowledge of cost basis reporting a plus
- Proficient in data analytical functions of Excel and knowledge of Word and Power Point
- Possess excellent verbal and written communication skills to interact with all levels of management and global teams
- Ability to multitask and take ownership of complex issues
- Adaptable to dynamic, fast-paced work environments


Job ID:

Company Videos

Hear directly from employees about what it is like to work at Broadridge.