Financial Analyst

4 weeks ago

South Jordan, United States ApTask Full time
About Client:
Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.
The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.

Rate Range: $20-$23.37/Hr

Job Description:
Primary Responsibilities:
  • Perform different levels of data analysis & reconciliation of Cost Basis supplier and our inhouse data.
  • Ensure that the status reports produced are accurate, relevant, complete, and actionable.
  • Assist in the team with review of year-end tax form (1099s, 1042-S, 2439 etc.) and related checkout.
  • Data testing and validation
  • Support creation, modification and review of test plan and test summary documents
  • Support the team in addressing cost basis related inquiries from our clients.
  • Root cause research and analysis for Cost Basis and tax reporting processes
Top 3 Skills:
  • Analytical thinker, with excellent written and verbal communication.
  • Attention to detail and tenacity
  • Advanced knowledge in MS Office including Excel (required), Word (required), and Power Point (required)


Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.

About ApTask:
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer:
At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com

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