Cost Basis Business Analyst (Fintech)

TL;DR

Cost Basis Business Analyst (Fintech): Supporting the analysis, implementation, and enhancement of cost basis processes, systems, and controls with an accent on tax regulations, securities processing, and business analysis best practices. Focus on translating IRS regulations into business requirements, identifying gaps in current processes, and ensuring data quality.

Location: Remote (US)

Salary: $50-70/hr

Company

hirify.global empowers others to accomplish more through their financial technology solutions.

What you will do

• Analyze and document business requirements related to tax reporting and regulatory compliance.
• Serve as a subject matter expert for cost basis rules across various asset classes.
• Interpret and translate IRS regulations and industry rules into business requirements.
• Partner with compliance, tax, operations, and technology teams to support implementation of changes.
• Evaluate current-state processes, identify gaps, and support design and testing of system enhancements.
• Investigate and resolve production issues and reporting discrepancies involving cost basis data and tax forms.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, Economics, Information Systems, or a related field.
• 5+ years of experience as a Business Analyst in financial services, brokerage, wealth management, asset servicing, or tax operations.
• Strong knowledge of tax information reporting.
• Experience translating complex regulatory requirements into clear business and system requirements.
• Proficiency with tools such as SQL, Excel, JIRA, and Confluence.
• Excellent written and verbal communication skills.

Nice to have

• Experience with cost basis platforms, brokerage back-office systems, or tax reporting systems.
• Knowledge of ACATS, DTCC processing, corporate actions, and securities reference data.
• Exposure to regulatory change management and audit support.
• Professional certifications such as CBAP, PMP, CPA, or CFA.

Culture & Benefits

• Fostering a collaborative, engaging, and inclusive environment.
• Committed to providing a workplace that empowers associates to be authentic and bring their best to work.
• Dedicated to ensuring associates feel safe, understood, and valued.
• The company recognizes and celebrates everyone’s unique perspective.