Audit Specialist, Alternative Investments

UMB Bank; Ogden (UT); On-site; USD 34,000 - 50,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Job summary

UMB Bank is seeking an Audit Specialist to support the annual audit of the financial reporting process for alternative investment fund clients. You will learn audit concepts, work with the team, and contribute to efficient financial statement preparation.

The role emphasizes Excel usage, data reconciliation, and collaboration with the Fund Accounting team to ensure accuracy and client satisfaction throughout the busy audit season.

Qualifications

• At least two years in an undergraduate program in a business-related field.
• Strong communication and review skills with a desire to learn audit and accounting.

Responsibilities

• Operate Excel and UMB accounting systems to pull data for client financial statements.
• Reconcile and clean up data for audited financial statements.
• Partner with Fund Accounting to ensure accuracy and client satisfaction.

Skills

Communication

Review skills

Attention to detail

Education

Undergrad business

Tools

Excel

Accounting software

Job description

UMB Bank is seeking an Audit Specialist to support the annual audit of the financial reporting process for alternative investment fund clients. You will learn audit concepts, work with the team, and contribute to efficient financial statement preparation.

The role emphasizes Excel usage, data reconciliation, and collaboration with the Fund Accounting team to ensure accuracy and client satisfaction throughout the busy audit season.