Tax and Cost Basis Operations- Business Analyst

FITS Consulting is seeking skilled Business Analysts with a strong background in the brokerage and investment industry. The ideal candidate will have proven experience supporting Tax Operations and Reporting systems, including expertise in Cost Basis calculations.

This role offers the opportunity to contribute to impactful projects while working within a collaborative and professional environment. At FITS Consulting, we are committed to fostering growth and excellence, and we welcome professionals who are ready to advance their careers with us.

Responsibilities

• Work with Cost Basis and Tax Reporting business teams to ensure systems implemented or modified meet departmental requirements.
• Perform gap analysis to determine current/future state and process flows.
• Author and document business requirements (BRD).
• Define, document, and validate data mapping requirements to ensure accurate data transformation and integration across systems.
• Establish and maintain communication with client business and technical groups regarding progress of conversion/implementation.
• Participate Mock and Parallel conversion testing activities.
• Ensure the testing and training process are running smoothly.

Qualifications

• 5+ years of brokerage/wealth management industry experience.
• 4+ years experience supporting cost basis systems and processing for customer tax statements, (Maxit, Wolters Kluer Gainskeeper, Apex Silver, FIS Tax Reporting Suite).
• 3+ years experience utilizing one or more of the following brokerage systems: (BetaNXT, FIS Phase 3, Scivantage Maxit)
• Prior experience on large scale wealth management system implementations.
• Successful track record for completing projects tasks under tight deadlines.
• Extensive client facing and problem-solving experience.
• Excellent communication skills and strong documentation and presentation experience.
• Traditional Business Analyst experience including (documenting current and future state, cross functional flows, developing/modifying business requirement documents, user acceptance testing).
• Proficient in all Microsoft applications, especially Excel and SQL.
• Experience in Agile teams.

FITS Consulting is an Equal Opportunity/Affirmative Action Employer.

All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.