Financial Analyst Junior

South Jordan, UT

Posted: 08/30/2018 Industry: FIN Consulting Job Number: 11238392
Duties may include: solve routine accounting and reporting problems; support the analysis of financial information to determine present and future financial statements; prepare studies, reports, and analysis in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, cash flow projections, and business forecasts; apply corporate financial policies, government legislation, and accounting theory when identified by Financial Analyst. Support databases for use in analyzing future plans and forecasts; assist analyst in making recommendations to management regarding cost saving or profit generating opportunities and profitability improvement strategies; conduct research on subjects such as rate of return, depreciation, working capital requirements, investment opportunities, investment performance, and impact of governmental requirements. Requires 1-3 years experience in the financial services industry.

The Client Cost Accounting and Reporting (CCAR) team maintains cost basis records and provides cost basis reporting for assets held by institutional clients. Each representative is responsible for reconciling discrepancies in cost basis reporting, for answering and resolving inquires on a wide variety of cost basis topics involving 1099-B reporting for covered products (including equities, options, single stock futures, and fixed income products), and for providing educational and regulatory insight. This position has an emphasis on the processing of corporate action events with the correct taxability to ensure accurate cost basis reporting.

A successful candidate will possess the following skills:

" Strong attention to detail
" Ability to thoroughly investigate and problem solve
" Ability to see an assignment through from conception to completion
" Ability to organize and prioritize work and meet deadlines
" Ability to learn new systems quickly
" Comprehensive understanding of Microsoft Excel
" Aptitude to multi-task and adjust quickly to change
" Continual focus on process improvement

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