
Cost Basis Process Improvement Analyst
At Vanguard, we believe in continuously improving our processes to better serve our clients and remain at the forefront of the financial industry. That's where you come in - as a Cost Basis Process Improvement Analyst, you'll play a crucial role in identifying and implementing enhancements to our cost basis reporting and analysis procedures. We're looking for a highly analytical and detail-oriented individual with a passion for driving efficiency and accuracy. If you're ready to make a tangible impact on our organization and the clients we serve, we want to hear from you.
- Conduct thorough analysis of current cost basis reporting and analysis procedures to identify areas for improvement.
- Collaborate with cross-functional teams to gather information and insights on current processes and potential enhancements.
- Develop and implement innovative solutions to improve accuracy and efficiency in cost basis reporting and analysis.
- Utilize data analysis tools and techniques to identify trends and patterns in cost basis data.
- Monitor and track performance metrics to evaluate the effectiveness of implemented improvements.
- Stay up-to-date on industry best practices and regulations related to cost basis reporting.
- Communicate findings and recommendations to stakeholders, including senior management, in a clear and concise manner.
- Train and educate team members on new processes and procedures.
- Proactively identify potential risks and recommend mitigation strategies.
- Continuously monitor and assess the success of implemented improvements and make necessary adjustments as needed.
Bachelor's Degree In Finance, Accounting, Or A Related Field.
Strong Understanding Of Cost Basis Regulations And Tax Laws.
Excellent Communication And Project Management Skills, With The Ability To Collaborate With Cross-Functional Teams.
Minimum Of 3-5 Years Of Experience In Cost Basis Reporting Or Analysis.
Proficient In Data Analysis And Reporting Tools, Such As Excel And Sql.
Financial Reporting
Research
Quality Assurance
Change Management
Project Management
Data Analysis
Root Cause Analysis
Compliance
Risk assessment
Process optimization
Problem-Solving
Stakeholder Communication
Communication
Emotional Intelligence
Leadership
Time management
creativity
flexibility
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Cost Basis Process Improvement Analyst in Charlotte, NC, USA is $70,000 - $90,000 per year. However, this can vary depending on factors such as the company, experience level, and education level of the individual. Some companies may offer higher salaries or additional benefits such as bonuses or stock options. It is important to research and compare salaries from multiple sources to get a better understanding of the average salary for this role in Charlotte, NC.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
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.

Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started