Financial Analyst Junior - South Jordan, UT

eTeam; South Jordan (UT); On-site; USD 52,000 - 65,000; Full time

Job summary

eTeam is seeking a Junior Financial Analyst to support the US Tax Operations team in South Jordan, UT. The role focuses on cost basis records, Gain/Loss reporting, and ensuring accuracy of regulatory filings. You will collaborate with cross-functional teams and help streamline processes through automation.

Ideal candidates bring a business-focused degree, strong Excel skills, and attention to detail. This onsite role offers growth through diverse project exposure and tight annual deadlines.

Qualifications

• Bachelor's degree in Business or related field.
• Knowledge of general accounting principles as they apply to industry.
• Familiarity with data modelling; proficient in Microsoft Excel and Access.

Responsibilities

• Support Gain & Loss functions and cost basis recordkeeping.
• Assist with regulatory reporting and reconciliation of data across systems.
• Contribute to automation initiatives to improve accuracy and efficiency.

Skills

Time management

Interpersonal skills

Problem solving

Attention to detail

Judgment

Education

Bachelor's degree in business

Tools

Microsoft Excel

Access

Office tools

Job description

Title: Financial Analyst Junior
Location: South Jordan, UT - Onsite
Duration: 12 Months

The US Tax Operations team handles all reporting obligations for the Firms Wealth Management and Institutional clients, and is responsible for ensuring compliance with the IRS regulations. The team is primarily located in Utah with additional coverage in New York and India. 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. The department has a major focus on automation. We work closely with technology and continually look for ways to improve efficiency and reduce risk through Alteryx, UI Path, and EUC tools when resolution isn't immediately available systemically.

Requirements

• - Ability to work independently well 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

• - Bachelors 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.