Financial Analyst (Level I)
Summary
Hybrid schedule with training onsite 5 days/week, then at least 4 days onsite weekly; supports IRS and state tax reporting for international and retirement accounts. Requires strong Excel skills, accuracy, and a high school diploma not stated.
Highlights
- Work Arrangement
- Hybrid
- Schedule
- Training onsite 5 days/week; then minimum 4 days onsite/week
- Start Date
- ASAP, pending onboarding completion
- Type
- Contract
- Benefits
- Medical, dental, vision, disability, life insurance
Job description
This is your opportunity to join a multinational investment bank and financial services holding company whose investment banking and auxiliary sectors are headquartered in Manhattan, NY!
Job Title: Financial Analyst
Location: Jacksonville, FL 32256
Schedule: Hybrid | Training onsite 5 days/week, then transition to a hybrid schedule with a minimum of 4 days onsite per week
Pay Rate: $24.43/hour (paid weekly)
Start Date: ASAP, pending onboarding completion
Duration: 4-6 month contract with potential for extension or conversion to full-time employment
Overview
The role will support IRS and state regulatory reporting requirements, with a focus on international and retirement account tax reporting.
Responsibilities
Required Skills & Qualifications
Job Title: Financial Analyst
Location: Jacksonville, FL 32256
Schedule: Hybrid | Training onsite 5 days/week, then transition to a hybrid schedule with a minimum of 4 days onsite per week
Pay Rate: $24.43/hour (paid weekly)
Start Date: ASAP, pending onboarding completion
Duration: 4-6 month contract with potential for extension or conversion to full-time employment
Overview
The role will support IRS and state regulatory reporting requirements, with a focus on international and retirement account tax reporting.
Responsibilities
- Process and complete requests received through e-task queues, team mailboxes, and exception reports.
- Support tax reporting activities for international and retirement accounts.
- Ensure compliance with IRS and state regulatory deadlines and reporting requirements.
- Maintain accuracy and quality while meeting established service level agreements (SLAs) and business KPIs.
- Assist with annual tax form testing and production validation activities.
- Support procedure documentation and updates.
- Research and resolve operational issues and exceptions.
- Communicate professionally with internal partners and stakeholders.
- Perform additional duties as assigned to support tax operations.
Required Skills & Qualifications
- Strong proficiency in Microsoft Office applications, particularly Excel.
- Ability to navigate multiple systems simultaneously and efficiently.
- Excellent organizational skills with the ability to prioritize competing responsibilities.
- Proven track record of accuracy, accountability, and ownership.
- Ability to work independently and resolve complex situations effectively.
- Strong analytical and problem-solving capabilities.
- Excellent verbal and written communication skills, including professional email etiquette.
- Strong attention to detail and commitment to meeting deadlines.
- Professional demeanor and ability to work effectively in a fast-paced environment.
- Medical Coverage – HDHP, PPO, and Surest plan options
- Minimum Essential Coverage (MEC)
- Dental Insurance
- Vision Insurance
- Short-Term Disability (STD)
- Long-Term Disability (LTD)
- Life & AD&D Insurance
- Critical Illness Insurance
- Accident Insurance
- Employee Assistance Program (EAP)