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Financial Analyst (Level I) ONSITE ROLE

Pennington, NJ
  • Posted: over a month ago
  • $18 to $20 Hourly
  • Contractor
Job Description

We are currently seeking a Financial Analyst (Level I) ONSITE ROLE to join our team! You will conduct quantitative analyses of various investment and financial programs. 


  • WM Tax Operations Consolidated Statement Team is responsible for the production of ~3.5m tax reporting statements. Responsibilities include but are not limited researching, resolving and validating the integrity of tax entries and tax income data housed on the tax reporting database.
  • This data is then used to produce our tax statements and reported to the IRS, Puerto Rico or various states.
  • Data validation is performed daily, monthly or annually for numerous internal processes.
  • Weekend/Weekday overtime is required when necessary especially during tax season, January through February
  • Conduct cost analysis on financial programs and operations
  • Determine financial status and analyze forecast results
  • Perform month-end client valuation for assigned funds  
  • Research and assess offshore and domestic fund options
  • Resolve accounting errors on a timely basis with documentation
  • Prepare profit and loss models


  • Experience in accounting, finance, or other related fields
  • Advanced spreadsheet skills
  • Strong attention to detail
  • Strong analysis and critical thinking skills



1500 MERRILL LYNCH DR Pennington New Jersey USA 08534

Pennington, NJ
08534 USA


Finance and Insurance

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