Financial Analyst Junior - South Jordan, UT

eTeam Inc.

South Jordan, UT

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JOB DETAILS

SKILLS

Accounting, Automation, Communication Skills, Data Modeling, Detail Oriented, Domestic Tax, Establish Priorities, Finance, Financial Analysis, Interpersonal Skills, Maintain Compliance, Microsoft Access Database, Microsoft Excel, Multitasking, Presentation/Verbal Skills, Problem Solving Skills, Process Control Engineering, Project/Program Management, Reconciliation, Record Keeping, Regulatory Compliance, Regulatory Reports, Risk Management, Spreadsheets, Tax Operations, Test Requirements, Test Strategy, Time Management, User Interface/Experience (UI/UX), Wealth Management, Writing Skills

LOCATION

South Jordan, UT

POSTED

16 days ago

Title: Financial Analyst Junior
Location: South Jordan, UT 84095
Duration: 12 months

The US Tax Operations team handles all reporting obligations for the Firms Wealth Management and Institutional clients, and is responsible for ensuring compliance with the IRS regulations. The team is primarily located in Utah with additional coverage in New York and India. The Gain & Loss department maintains cost basis records and provides Gain/Loss reporting for assets held in MS Wealth Management customer accounts. The Tax teams work closely with cross-organizational operations teams, handle related queries, reconcile discrepancies between various processing systems, ensure accuracy of regulatory reporting (e.g. cost basis and withholding), and support requirements and testing of strategic platform initiatives. The department has a major focus on automation. We work closely with technology and continually look for ways to improve efficiency and reduce risk through Alteryx, UI Path, and EUC tools when resolution isn't immediately available systemically.
Requirements:
- Ability to work independently well within a team environment.
- Excellent Time Management, Interpersonal, and Problem-Solving Skills.
- Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm.
- Attention to detail and quality of work.
- Ability to consistently exercise sound and decisive judgment.
- Commitment to personal development.
Qualifications:
- Bachelors Degree in a Business field and/or experience in the Financial Industry.
- Understanding of general accounting principles as they apply to the industry.
- Understanding of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access and other Office applications.
- Superior Communication Skills, both oral and written.

About the Company

eTeam Inc.

Looking for a great job? Join eTeam. We’re looking for talented staffing professionals to join our staff. We also provide contract assignments and full-time jobs at Fortune 2000 Companies. We’ve been named one of the best companies to work for by Staffing Industry Analysts and New Jersey Business.

COMPANY SIZE

100 to 499 employees

INDUSTRY

Other/Not Classified

FOUNDED

1998

WEBSITE