Junior Financial Analyst Job at Compunnel Inc., South Jordan, UT

bkg2Vzd5eGVLL3JIZThZK3k1VmFBWUJnMlE9PQ==
  • Compunnel Inc.
  • South Jordan, UT

Job Description

Summary:

  • 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.

Requirements:

  • Ability to work well independently and 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:

  • Bachelor’s 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.

Job Tags

Similar Jobs

Netafim USA

Events & Social Media Specialist Job at Netafim USA

 ...highly motivated, experienced Events & Social Media Specialist to lead and elevate Netafim...  ...thrive in this role if you: Think like a marketer, act like a project manager, and...  ...experiences in-person and online. Work independently with minimal oversight and... 

Compunnel Inc.

Executive Assistant / Administration Job at Compunnel Inc.

 ...information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, travel arrangements, and scheduling meetings. Additionally, the ability to interact with staff (at all levels) in a fast-paced... 

Martin Financial Group / M3 Advisors

Office Administrator Job at Martin Financial Group / M3 Advisors

 ...administrative support to the office including answering phones, greeting clients, managing the mail, ordering office supplies, scanning documents, etc. Prepare, complete, and submit insurance, annuity, and investment applications and associated paperwork, and ensure... 

Ethos Veterinary Health

Temp Sterile Resource Technician, SAGE Campbell Job at Ethos Veterinary Health

 ...Emergency Registered Veterinary Technician or Senior Veterinary Assistant - SAGE Campbell About us: At SAGE Campbell , we take...  ...providing top-notch veterinary care that blends cutting-edge technology with genuine compassion for pets and their families. Our facility... 

Home Care Assistance of Albuquerque

Caregiver 6-8 Hour Day Shifts Job at Home Care Assistance of Albuquerque

 ...Albuquerque, NM | &##128178; $15$19/hr | &##128336; Full-time & Part-time Are you a compassionate caregiver looking to make a...  ...8242; Direct Deposit &##128467; Flexible Schedules (day, evening, weekend shifts available) Job Duties: Assist with personal care...