Vanguard

Cost Basis Process Improvement Analyst

Vanguard

Charlotte, NC, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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.

  1. Conduct thorough analysis of current cost basis reporting and analysis procedures to identify areas for improvement.
  2. Collaborate with cross-functional teams to gather information and insights on current processes and potential enhancements.
  3. Develop and implement innovative solutions to improve accuracy and efficiency in cost basis reporting and analysis.
  4. Utilize data analysis tools and techniques to identify trends and patterns in cost basis data.
  5. Monitor and track performance metrics to evaluate the effectiveness of implemented improvements.
  6. Stay up-to-date on industry best practices and regulations related to cost basis reporting.
  7. Communicate findings and recommendations to stakeholders, including senior management, in a clear and concise manner.
  8. Train and educate team members on new processes and procedures.
  9. Proactively identify potential risks and recommend mitigation strategies.
  10. Continuously monitor and assess the success of implemented improvements and make necessary adjustments as needed.
Where is this job?
This job is located at Charlotte, NC, USA
Job Qualifications
  • 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.

Required Skills
  • Financial Reporting

  • Research

  • Quality Assurance

  • Change Management

  • Project Management

  • Data Analysis

  • Root Cause Analysis

  • Compliance

  • Risk assessment

  • Process optimization

  • Problem-Solving

  • Stakeholder Communication

Soft Skills
  • Communication

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • flexibility

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

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.

Additional Information
Vanguard is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 15th, 2024
Apply BeforeMay 22nd, 2025
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About Vanguard

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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