FITS Consulting is seeking a skilled Business Analyst with a strong background in the brokerage and investment industry to support Cost Basis and Tax Reporting systems. The ideal candidate will have proven experience supporting Tax Operations and reporting processes, including expertise in Cost Basis calculations. Based in Denville, New Jersey, this on-site role offers the opportunity to contribute to impactful projects within a collaborative and professional environment. Responsibilities include: - Working with Cost Basis and Tax Reporting business teams to ensure systems implemented or modified meet requirements. - Performing gap analysis to determine current and future state processes and data flows. - Authoring and documenting business requirements (BRD). - Defining, documenting, and validating data mapping to ensure accurate data transformation and system integration. - Establishing and maintaining communication with client business and technical groups regarding progress of conversion/implementation. - Participating in mock and parallel conversion testing activities. - Ensuring testing and training processes run smoothly. Qualifications: - 5+ years in brokerage/wealth management. - 4+ years supporting cost basis systems and processing for customer tax statements (Maxit, Wolters Kluwer GainsKeeper, Apex Silver, FIS Tax Reporting Suite). - 3+ years experience with brokerage systems (BetaNXT, FIS Phase 3, Scivantage Maxit). - Experience with large-scale wealth management system implementations. - Track record of delivering projects on tight deadlines. - Str
FITS Consulting is seeking a skilled Business Analyst with a strong background in the brokerage and investment industry to support Cost Basis and Tax Reporting systems. The ideal candidate will have proven experience supporting Tax Operations and reporting processes, including expertise in Cost Basis calculations. Based in Denville, New Jersey, this on-site role offers the opportunity to contribute to impactful projects within a collaborative and professional environment. Responsibilities include: - Working with Cost Basis and Tax Reporting business teams to ensure systems implemented or modified meet requirements. - Performing gap analysis to determine current and future state processes and data flows. - Authoring and documenting business requirements (BRD). - Defining, documenting, and validating data mapping to ensure accurate data transformation and system integration. - Establishing and maintaining communication with client business and technical groups regarding progress of conversion/implementation. - Participating in mock and parallel conversion testing activities. - Ensuring testing and training processes run smoothly. Qualifications: - 5+ years in brokerage/wealth management. - 4+ years supporting cost basis systems and processing for customer tax statements (Maxit, Wolters Kluwer GainsKeeper, Apex Silver, FIS Tax Reporting Suite). - 3+ years experience with brokerage systems (BetaNXT, FIS Phase 3, Scivantage Maxit). - Experience with large-scale wealth management system implementations. - Track record of delivering projects on tight deadlines. - Str
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