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Finance Intern jobs in United States
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Dexian · 2 days ago

Finance Intern

Dexian is a leading provider of staffing, IT, and workforce solutions, and they are seeking a Finance Intern to join their Cost Basis Team. This role involves processing routine transactions, providing operational support, and assisting with training for less experienced team members while ensuring accurate reporting of cost basis to the IRS.
ConsultingHuman ResourcesInformation TechnologyProfessional ServicesStaffing Agency
Hiring Manager
Ulhas Zope
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Responsibilities

Processes routine/standard transactions according to established procedures and prescribed processes
Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc
Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients
May provide advice and assist with training for less experienced team members
Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor
The financial analyst will be a part of our Cost Basis Team
This team handles branch inquiries and update requests received from clients to Front Line Units submitted via New Service Gateway and email in regard to updates and research of cost basis reflecting in our Global Tax Lots system
Additionally, the associate will research and resolve transactional breaks that result in inaccurate cost basis that requires manual update
A successful candidate will have some experience working with financial statements and records with an emphasis on attention to detail
Tax Reporting Operations is responsible for accurate reporting of covered securities and tax lots to the Internal Revenue Service so the ability to update tax lot records accurately and efficiently is required

Qualification

MS Office proficiencyRegulationsAnalytical skillsInterpersonal skillsCommunication skillsProblem-solving skillsTeamworkPositive attitude

Required

Proficient with MS Office, Outlook, Word, and Excel
Strong understanding of rules and regulations, policies and standards
1 year or more experience is preferred
Experience working with financial statements and records with an emphasis on attention to detail
Ability to update tax lot records accurately and efficiently
Ability to adhere to the industry and IRS rules and regulations

Preferred

Overtime may be offered to support business needs, especially during Tax Season (Jan - Apr)
Excellent interpersonal skills
Proven ability to effectively service/resolve client inquiries
Strong oral and written communication skills
Ability to work effectively and efficiently as an individual contributor in a team environment
Positive and professional attitude in a team oriented fast paced work environment
Strong analytical and problem-solving skills

Company

Dexian provides services for staffing, talent development, and consulting, with a focus on technology, finance, and project management.

Funding

Current Stage
Late Stage

Leadership Team

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Mahfuz Ahmed
Chairman of the Board
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Vikram Motiani
Managing Director, APAC
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Company data provided by crunchbase