Cost Basis Business Analyst – Tax & Regulatory (CONTRACT) REMOTE locations New York, NY time type Full time job requisition id JR1081465 At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team. Broadridge is Growing! We are seeking a Cost Basis Business Analyst with strong tax, regulatory, and financial services experience to support the analysis, implementation, and enhancement of cost basis processes, systems, and controls. This role will partner with business, operations, technology, compliance, and tax stakeholders to ensure reporting is accurate, compliant, and aligned with evolving regulatory requirements. The ideal candidate has deep knowledge of tax regulations, securities processing, tax reporting, and business analysis best practices. Key Responsibilities: - Analyze and document business requirements related to tax reporting, and regulatory compliance. - Serve as a subject matter expert for cost basis rules across various asset classes, including equities, mutual funds, fixed income, and options. - Interpret and translate IRS regulations, tax guidance, and industry rules into business requirements, functional specifications, and process improvements. - Partner with compliance, tax, operations, and technology teams to support implementation of regulatory and tax-driven changes. - Evaluate current-state processes and identify gaps, risks, control issues, and opportunities for automation and efficiency. - Support design and testing of system enhancements related to: - Covered and non-covered securities reporting - Create and maintain business requirements documents, functional specifications, process flows, test cases, and user stories. - Lead or support UAT, regression testing, and validation efforts for tax reporting initiatives. - Investigate and resolve production issues, breaks, and reporting discrepancies involving cost basis data and tax forms. - Collaborate with data, operations, and technology teams to ensure data quality, lineage, reconciliation, and controls are in place. - Support readiness for regulatory audits, internal audits, and compliance reviews by maintaining documentation and evidencing controls. - Monitor industry and regulatory developments affecting cost basis and tax reporting, and communicate impacts to stakeholders. - Assist with implementation of process controls and governance to improve reporting accuracy and reduce operational risk. - Provide stakeholder updates, status reporting, and issue tracking across projects and enhancements. Preferred Qualifications - Bachelor’s degree in Finance, Accounting, Business, Economics, Information Systems, or a related field. - 5+ years of experience as a Business Analyst in financial services, brokerage, wealth management, asset servicing, or tax operations. - Strong knowledge of tax information reporting. - Direct experience with tax and regulatory requirements impacting including: - Securities transfers and basis reporting requirements - Understanding of broker-dealer operations, post-trade processing, custody, and securities lifecycle events. - Experience translating complex regulatory requirements into clear business and system requirements. - Proven ability to perform gap analysis, process mapping, root cause analysis, and impact assessments. - Experience with UAT, defect management, test planning, and validation of financial/tax reporting systems. - Strong analytical skills with the ability to work with large datasets, reconciliations, and exception analysis. - Familiarity with Agile, Scrum, or hybrid project delivery methodologies. - Proficiency with tools such as SQL, Excel, JIRA, Confluence, Visio, or similar BA and data analysis tools. - Excellent written and verbal communication skills with the ability to present to both technical and non-technical audiences. - Strong organizational skills and ability to manage multiple priorities in a deadline-driven environment. Nice-to-Have Qualifications - Experience with cost basis platforms, brokerage back-office systems, or tax reporting systems. - Knowledge of ACATS, DTCC processing, corporate actions, and securities reference data. - Exposure to regulatory change management and audit support. - Professional certifications such as CBAP, PMP, CPA, or CFA are a plus. - Experience working in large-scale enterprise transformation or modernization programs. Hourly range $50-70/hr Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education. #LI-MR1 #LI-Remote We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective. Use of AI in Hiring As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration. Disability Assistance We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.

Candidates who reside within 50 miles of the following locations may be asked to work in person: Bloomfield, CT, Chattanooga, TN, Denver, CO, St Louis, MO, and Scottsdale, AZ. As a Business Analytics Advisor, you will partner closely with operational and business leaders to shape decisions through analytics, storytelling, and actionable measurement. This role sits at the intersection of data, strategy, and collaboration—helping teams improve performance, enhance customer experience, and continuously evolve how analytics creates value. Responsibilities - Partner with operational and business leaders to identify opportunities where analytics can improve outcomes, efficiency, and decision-making. - Lead the intake, prioritization, and delivery of reporting, dashboards, and data integration solutions that support strategic and operational goals. - Design, develop, and maintain key performance metrics and dashboards that clearly communicate performance, trends, and drivers of results. - Translate complex data from multiple sources into clear insights and recommendations for diverse audiences, including senior leadership. - Provide thought leadership on analytical methods, data usage, and value measurement, enabling teams to become more data-driven. - Facilitate Agile ceremonies such as daily stand-ups, iteration planning, reviews, and retrospectives to support effective delivery. - Strengthen data quality, governance, and documentation to ensure trust, accuracy, and consistency across reporting solutions. - Continuously identify opportunities to optimize, automate, and improve analytical processes and tools. - Serve as a dynamic liaison across Operations, IT, Product, and Strategy partners to ensure alignment and execution. Qualifications - Required - High School Diploma or G.E.D. - 8+ years of experience delivering analytical solutions where performance measurement and insights were core outcomes. - Demonstrated ability to translate business needs into analytical solutions and influence stakeholders through data. - Experience working with relational databases and interpreting schemas, crosswalks, and data models. - Working knowledge of SQL and experience with analytics and reporting tools such as Tableau. - Strong communication, relationship management, and facilitation skills. - Experience working in Agile or Lean-Agile environments. Qualifications - Preferred - Bachelor’s degree in a related field. - Experience supporting healthcare, provider, or operational analytics environments. - Experience coaching teams on best practices for data interpretation and storytelling. If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload. For this position, we anticipate offering an annual salary of 98,200 - 163,600 USD / yearly, depending on relevant factors, including experience and geographic location. This role is also anticipated to be eligible to participate in an annual bonus plan. At The Cigna Group, you’ll enjoy a comprehensive range of benefits, with a focus on supporting your whole health. Starting on day one of your employment, you’ll be offered several health-related benefits including medical, vision, dental, and well-being and behavioral health programs. We also offer 401(k), company paid life insurance, tuition reimbursement, a minimum of 18 days of paid time off per year and paid holidays. For more details on our employee benefits programs, click here. About The Cigna Group Doing something meaningful starts with a simple decision, a commitment to changing lives. At The Cigna Group, we’re dedicated to improving the health and vitality of those we serve. Through our divisions Cigna Healthcare and Evernorth Health Services, we are committed to enhancing the lives of our clients, customers and patients. Join us in driving growth and improving lives. Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws. If you require reasonable accommodation in completing the online application process, please email: SeeYourself@cigna.com for support. Do not email SeeYourself@cigna.com for an update on your application or to provide your resume as you will not receive a response. The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State. Qualified applicants with criminal histories will be considered for employment in a manner consistent with all federal, state and local ordinances.

Join our Team as a Senior Business Analyst Are you passionate about facilitating discovery efforts to elicit requirements? Do you thrive on the complexity of highly integrated composable solutions? If so, we invite you to apply for our remote Senior Business Analyst position at RDA, where you'll play a pivotal role in shaping our broadening Digital Strategy & Experience practice. About RDA: We're an AI and strategy-led digital consultancy recognized as a leading provider of digital solutions that maximize MarTech investments, deliver customer value and experiences, and drive revenue. Location: Remote. We're seeking candidates in the Eastern or Central time zones, given we collaborate during East Coast hours. Responsibilities: - Collaborate with business owners to clarify their requirements for the strategy, design, and implementation of digital solutions spanning content management, commerce, custom application development and related integrations such as DAM, CRM, CDP, PIM, etc. - Extract business rules from code to review with business users. - Explore the current system to decipher the intricate mapping of screens. - Develop and communicate a product vision and strategy aligned with business goals. - Partner with client Product Owners on product roadmap and backlog management. - Partner with business leads and SMEs to enhance systems and support operational changes, identifying business and technical gaps. - Document key business processes and workflows. - Prioritize features and tasks based on business priorities and user needs. - Prepare business requirements documents, use cases, and systems interaction diagrams, ensuring consistency in requirements and deliverables. - Facilitate alignment between end-user requirements and system capabilities. - Serve as the primary point of contact for the development team, clarifying business requirements, resolving issues, and making recommendations as needed. - Review and approve functional design deliverables to ensure business requirements are met. - Collaborate with development teams to understand the impact of architecture on business decisions. - Create detailed test cases using development specifications and analyze results; support user acceptance testing through test planning and execution of test scenarios and scripts. - Develop training documentation and deliver training as needed to ensure effective adoption and utilization of the solution. - Maintain regular communication with clients, addressing opportunities and challenges in a timely manner. - Collaborate with a top-tier team of strategists, business analysts, engineers, architects, creatives, and UX talent. - Enjoy challenges and seek growth with a rapidly evolving team. Qualifications - Minimum of 5 years as a Business Analyst working with stakeholders, strategists, technical PMs, developers and architects on website enhancements or custom builds in an Agile. Consulting experience and Bachelor's degree preferred. - Experience running workshops, writing user stories to meet business requirements, mapping and analyzing data, and assisting with QA testing. - Experience working with headless/composable CMS/DXP platforms, Sitecore preferred. - Helpful skills include experience with other types of solutions (Custom App Dev, Customer Data Platforms, Digital Asset Management, etc.) - U.S. Citizenship or Permanent Residency required. We’re seeking dedicated individuals who are eager to embrace challenges and grow with our rapidly evolving team. Apply today to meet our team virtually and discover why RDA received the Official Great Place to Work Award for a third consecutive year. No third parties please. Join us in shaping the future of digital strategy and experience. Apply now!

• Engage with stakeholders to gather, document, and validate business requirements • Translate business needs into clear, structured user stories with acceptance criteria • Conduct process analysis and identify improvement opportunities • Facilitate workshops, discovery sessions, and backlog grooming sessions • Document functional requirements, process flows, and use cases • Analyze and define requirements across ServiceNow module • Understand platform capabilities and recommend standard OOB solutions where possible • Support UAT planning and execution • Assist in release documentation and change communications • Ensure alignment with platform governance and best practices established by iTech AG