Financial Analyst

US Employee Benefits Security Administration; Salt Lake City (UT); On-site; USD 110,000 - 140,000; Full time

Job summary

EBSA in Salt Lake City, UT seeks a GS-14 Financial Analyst to evaluate financial practices and ensure compliance with employee benefit laws. This position requires meeting the IOR and specialized experience standards and offers a path to impactful public service.

The role involves analyzing complex financial data, preparing formal reports, and supporting litigation and investigations. A strong background in finance and related fields is essential for success in this federal service environment.

Qualifications

• 52 weeks of specialized experience equivalent to GS-13 in the Federal Service.
• Ability to perform financial analysis and evaluation across corporate finance, markets, investments, and banking.
• Demonstrated knowledge of financial management practices within corporate or government contexts.

Responsibilities

• Analyze financial practices, transactions, and control systems to identify improper activities and assess impact on employee benefit plan operations.
• Prepare comprehensive analytical products (reports, papers, charts) from financial records for trial preparation.
• Provide litigation support including analysis of financial transactions and testimony preparation.
• Perform valuation and analysis of assets and assess portfolio construction, performance, and risk.
• Collaborate and communicate effectively with investigators, attorneys, and government partners.

Education

Undergraduate and Graduate Education: Finance, Business Administration, Economics, Accounting, Insurance, Engineering, Mathematics, Banking and credit, Law, Real estate operations, Statistics, or related fields

Job description

EBSA plays a vital role in protecting the retirement, health, and other job-based benefits of America's workers, retirees, and their families. We issue effective regulations, offer comprehensive education and assistance to workers, plan sponsors, fiduciaries, and service providers, and rigorously enforce the law. We serve workers, families, and the broader employee benefits community by protecting the security and integrity of the nation's benefit systems.

You must meet the IOR (Individual Occupational Requirement) and Specialized Experience to qualify for the Financial Analyst position, as described below.

For GS-14: Applicants must have 52 weeks of specialized experience equivalent to at least the next lower grade level GS-13 in the Federal Service.

Individual Occupational Requirements:

Education: Undergraduate and Graduate Education: Major study in one or a combination of the following fields - finance, business administration, economics, accounting, insurance, engineering, mathematics, banking and credit, law, real estate operations, statistics, or other fields related to the position, such as agriculture, agricultural economics, farm, livestock or ranch management, or rural sociology.

OR

Experience: Experience such as performing financial analysis and evaluation work requiring a comprehensive knowledge of (1) corporate finance and any specialized fields of finance required such as public finance, securities, international finance, money and securities markets, investments, and banking, and (2) the financial and management structure, operations, and practices of corporate and other organizations.

For the GS-14 grade level: In addition to meeting the requirements above, applicants must demonstrate 52 weeks of qualifying specialized experience equivalent to the GS-13 level in the Federal service. Applicants must meet at least 4 out of the 5 statements below:

• Experience analyzing financial practices, transactions, and control systems to identify prohibited transactions, imprudent investments, excessive or improper fees/charges, prohibited loans, and other improper or illegal financial activities, while determining their impact on employee benefit plan operations and financial status.
• Experience preparing comprehensive, well-documented analytical work products (e.g., reports, work papers, charts, exhibits, and summaries) derived from financial records to create demonstratives and supporting trial preparation.
• Experience providing litigation support, including in-depth analysis of financial transactions, assisting in the identification and preparation of testifying expert witnesses, and testifying as a fact witness.
• Experience performing valuation and analysis of technical and hard-to-value assets (e.g., real estate, closely held equity, debt securities, derivatives, swaps, hedge funds, private equity) and assessing portfolio construction, performance, and risk.
• Experience collaborating and communicating effectively with investigators, attorneys, law enforcement, private industry, banks, insurance companies, auditors, and other government agencies.