
Cost Basis Process Improvement Analyst
Are you a detail-oriented and analytical individual with a passion for process improvement and financial services? Look no further! Vanguard is seeking a highly skilled Cost Basis Process Improvement Analyst to join our team. In this role, you will have the opportunity to analyze, evaluate, and improve our cost basis processes to ensure accuracy and efficiency. If you have a strong understanding of cost basis regulations and a track record of implementing successful process improvements, we want to hear from you. Join our dynamic and collaborative team at Vanguard and make a meaningful impact on our clients' financial journeys.
- Conduct detailed analysis of current cost basis processes to identify areas for improvement.
- Develop and implement strategies to improve efficiency and accuracy of cost basis reporting.
- Stay up-to-date on industry regulations and updates related to cost basis reporting.
- Collaborate with cross-functional teams to gather data and insights for process improvement initiatives.
- Utilize data and metrics to track progress and measure the impact of process improvements.
- Identify and troubleshoot any issues or errors in cost basis calculations.
- Communicate findings and recommendations to stakeholders and management.
- Lead and facilitate meetings and discussions to gather input and feedback from team members.
- Train and educate team members on new processes and procedures.
- Continuously monitor and evaluate the effectiveness of cost basis processes and make necessary adjustments.
- Develop and maintain documentation of processes, procedures, and improvements.
- Proactively identify potential risks and implement solutions to mitigate them.
- Collaborate with vendors and external partners to ensure accuracy and efficiency of cost basis processes.
- Participate in special projects related to cost basis process improvement and automation.
- Maintain a high level of attention to detail and ensure accuracy in all work.
Bachelor's Degree In Finance, Accounting, Business Administration, Or A Related Field.
Minimum Of 3-5 Years Of Experience In Cost Basis Reporting And Analysis.
Strong Understanding Of Cost Basis Regulations And Tax Laws.
Proficiency In Data Analysis And Reporting Tools, Such As Excel And Sql.
Excellent Communication And Project Management Skills, With The Ability To Collaborate With Cross-Functional Teams.
Financial Analysis
Process Improvement
Project Management
Data Analysis
Problem Solving
Data Management
Compliance Knowledge
Risk assessment
Stakeholder management
performance tracking
Cost Basis Reporting
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
Interpersonal Skills
creativity
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Cost Basis Process Improvement Analyst in Malvern, PA 19355, USA is between $80,000 and $100,000 per year. However, this can vary depending on factors such as experience, skills, education, and the specific company hiring. Additionally, cost basis process improvement analysts may also receive bonuses and other benefits as part of their compensation package.
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The Vanguard Group, Inc. is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares.

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