Financial Analyst

Key Responsibilities

• Manage tax reporting obligations for Wealth Management and Institutional clients.
• Maintain cost basis records and provide Gain/Loss reporting for customer accounts.
• Collaborate with operations teams to resolve queries and reconcile discrepancies across systems.
• Ensure regulatory accuracy in cost basis, withholding, and other IRS-mandated reporting.
• Support platform initiatives through requirements gathering and testing.
• Drive automation using Alteryx, UI Path, and EUC tools to improve efficiency and reduce risk.

Required Qualifications

• 1 years of experience
• Bachelor's Degree

Skills

• General Accounting Principles
• Process Controls
• Database Applications
• Spreadsheet Applications
• Microsoft Excel
• Microsoft Access
• Microsoft Office Applications
• Alteryx
• UI Path
• EUC Tools
• Tax Reporting
• Cross-functional Collaboration
• Requirements Gathering
• Analytical Problem Solving
• Project Management
• Written and Verbal Communication
• Independent Work
• Time Management
• Attention to Detail
• Sound Judgment
• Personal Development

Schedule

Start date: 2026-10-01

Next Steps

Shortlisted candidates will receive an email from eximius.ai@compunnel.com with instructions to complete a required screening step. Completion of this screening is mandatory to be considered for the role.If you do not receive this email after applying, please contact our Talent Expert at santanu.kar@compunnel.com.

Compunnel Inc., established in 1994; is a leading provider of Staffing, IT/Software, e-Learning/Training, Business Intelligence, and Cloud Solutions. A leader in contingent and permanent workforce solutions, we also provide temp-to-hire staffing, project-based/SOW staffing, and payroll services to our esteemed clientele which includes Fortune 500 companies of diverse industry segments. Ranked as one of the largest staffing firms in the US which is our primary service market; we also have a significant presence in Europe and Asia. As a national service provider in the US, we are serving our customers all major states and regions; thereby generating numerous job opportunities for prospective employees in their preferred locations of choice.

We have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, Healthcare, Admin-Clerical, Finance, Professional, Light Industrial, etc.) further makes Compunnel a wider and preferred platform for people to pursue their careers in the US. We welcome people from all walks of life and cultures, and we support workforce diversity by providing equal employment opportunities to people without any discrimination based on race, color, gender, religion, national/ethnic region, disability, or any other basis.