About this role
Cost Basis & Trading Solutions Analyst at Orionadvisor. Location: Omaha or Philadelphia. Role: resolving discrepancies, leading audits, validating platforms Requirements: Minimum 2 years financial industry experience; strong cost basis/tax lot knowledge, audit and UAT experience preferred; ability to resolve complex multi-system discrepancies, mentor staff, and partner with Product/IT. Category: Finance and Accounting Seniority: Entry Level Tools: Orion platform, Electronic Trading Platforms Commitment: Full Time Workplace: Hybrid Languages: English