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

eWhwdnpXdUt4YTNrekVqMk1EbnlNcUphK2c9PQ==
  • 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

Insight Global

Dispatcher Job at Insight Global

 ...JOB DESCRIPTION Under the direct supervision of the Dispatch Supervisor, this position serves as the primary point of contact for customers and field technicians. The role involves handling inbound calls and emails, assessing their nature, and directing them to the appropriate... 

Oracle

Software Developer - Process Automation Job at Oracle

 ...Database Native Workflow features.+ Build seamless, out-of-the-box integrations with popular third-party cloud services, such as DocuSign, Slack, and Cloud Content Management Systems.+ Deliver robust, high-quality, and performant Process Automation solutions.Disclaimer... 

Richard, Wayne & Roberts

Senior Staff Accountant Job at Richard, Wayne & Roberts

 ...Senior Staff Accountant Energy Sector &##128205; Houston, TX | Hybrid A high-growth, profitable tech-driven energy company is looking for a Senior Staff Accountant to join its dynamic team. This organization is transforming the clean energy landscape by leveraging... 

Adams & Martin Group

Litigation Paralegal Job at Adams & Martin Group

 ...preparation, and research. This is a HYBRID position with Tuesdays and Thursdays being onsite and the remaining days being remote/work from home. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age,... 

Aflac, Incorporated

AVP, Quantitative Risk Analyst (Investments) Job at Aflac, Incorporated

 ...Primary Relationships: GIRM team members, Quantitative Analytic Solutions team, GI information technology, GI business leaders and staff, ERM, business partners including accounting, tax, legal, actuarial, treasury OVERALL RESPONSIBILITIES Work with existing GIRM...