Associate, Corporate Finance
Finance associate job in Salt Lake City, UT
Are you ready to be part of a company that's not just talking about the future, but actively shaping it? Join The AES Corporation (NYSE: AES), a Fortune 500 company that's leading the charge in the global energy revolution. With operations spanning 14 countries, AES is committed to shaping a future through innovation and collaboration. Our dedication to innovation has earned us recognition as one of the Top Ten Best Workplaces for Innovators by Fast Company in 2022. And with our certification as a Great Place to Work, you can be confident that you're joining a company that values its people just as much as its groundbreaking ideas.
AES is proudly ranked #1 globally in renewable energy sales to corporations, and with $12.7B in revenues in 2023, we have the resources and expertise to make a significant impact as we provide electricity to 25 million customers worldwide. As the world moves towards a net-zero future, AES is committed to meeting the Paris Agreement's goals by 2050. Our innovative solutions, such as 24/7 carbon-free energy for data centers, are setting the pace for rapid, global decarbonization.
If you're ready to be part of a company that's not just adapting to change, but driving it, AES is the place for you. We're not just building a cleaner, more sustainable future - we're powering it. Apply now and energize your career with a true leader in the global energy transformation.
At AES, we raise the quality of life around the world by changing the way energy works. Everyone makes an impact every day in our small, global teams. Take the next step in your career and experience our flexible and wide-ranging opportunities. Challenge yourself to continuously improve and innovate, broaden your expertise, and build relationships with a diverse network of professionals.
AES Clean Energy, a subsidiary of the AES Corporation, is a leading renewable energy developer with 3.5 GW of solar, wind, and storage assets in operation; 3.45 GW of renewable contracted backlog; and an extensive US development pipeline.
Reporting to the Treasurer of AES Clean Energy, the Corporate Finance department is responsible for the planning, execution, reporting, administration, and compliance for all AES Clean Energy corporate-level transactions involving credit facilities, bank loans, long-term debt, and credit support for AES Clean Energy.
The Corporate Finance Associate will report to the Manager, Corporate Finance and support the group's initiatives by carrying out a diverse set of analytical activities as well as interacting with internal groups and outside advisors. The primary responsibility of this position is to manage AES Clean Energy's Corporate Debt facilities in addition to supporting the team in executing new corporate-level financings as necessary. This position requires a well-organized, analytic-minded individual with good interpersonal skills and great attention to detail. This position also requires strong time-management skills, as well as staying task focused in order to complete multiple deliverables.
Key Responsibilities:
Management and administration of Corporate debt facilities, including Conditions Precedent for loan draws and ongoing debt service
Support modeling of portfolio-wide project financing facilities
Manage ongoing compliance of the corporate facilities, including coordination with teams to deliver required deliverables and compliance systems to ensure their effectiveness
Support execution of Corporate-level financings in coordination with finance & accounting groups (treasury operations, project finance, FP&A, accounting, AP, etc.), project teams (legal, engineering, construction, land, and project management), and external counsel, lenders, and advisors as needed
Manage data rooms and due diligence processes for corporate finance transactions
Review, analyze, and summarize various financing proposals from banks and advisors
Design or implement improvements in communication, monitoring, or enforcement of compliance standards
Respond to ad hoc data-research and analysis requests from management and business units
Prepare detail-oriented analysis and high-quality presentation materials as directed
Desired Experience and Skills:
Undergraduate degree with a focus in business, finance, economics, or accounting.
5+ years of relevant professional experience in corporate finance, treasury, financial planning, accounting, or banking in the clean energy sector.
Demonstrable knowledge of financial and economic theory, including working knowledge of financial statements.
Understanding of credit agreements and other legal documentation related to debt facilities.
Extensive knowledge and capabilities to work in Microsoft Word, PowerPoint, and Excel, including experience working in corporate/project-finance models.
Self-starter with ability to work independently and with a team in a fast-paced and high-volume environment, with emphasis on accuracy and timeliness.
Highly organized team player-can easily respond to changes in work scope/deadlines as priorities shift.
Outstanding communication (written and verbal) and interpersonal skills.
Highly motivated to learn financial concepts and build out the group's skillset.
AES is an Equal Opportunity Employer who is committed to building strength and delivering long-term sustainability through diversity and inclusion. Respecting all backgrounds, differences and perspectives enables us to improve the lives of our people, customers, suppliers, contractors, and the communities in which we live and work. All qualified applicants will receive consideration for employment without regard to sex, sexual orientation, gender, gender identity and/or expression, race, national origin, ethnicity, age, religion, marital status, physical or mental disability, pregnancy, childbirth, or related medical condition, military or veteran status, or any other characteristic protected under applicable law. E-Verify Notice: AES will provide the Social Security Administration (SSA) and if necessary, the Department of Homeland Security (DHS) with information from each new employee's I-9 to confirm work authorization.The expected salary for this position, at commencement of employment, is between $98,000 and $122,400/Annual; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position may also include other elements such as annual bonus, in addition to a full range of medical, dental, vision, life, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if a candidate receives an offer of employment. If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
Auto-ApplyTrader
Finance associate job in Sandy, UT
Job DescriptionSalary:
About Us
Diversify Advisor Network is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.
We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.
Learn more about us at **************************
About the Position
The Trader role works alongside the other members of the Diversify Asset Management trade team in executing investment strategies and professionally managing client portfolios. This is a full-time, in-office role stationed at our headquarters in Sandy, Utah.
Your Impact:
Trade Execution: Trade equities, ETFs, bonds, and other securities. Rebalance client accounts according to rebalancing protocols.
Data Analysis and Validation: Review and validate large data sets. Conduct post-trade account reviews, trade reconciliations, and other operational tasks.
Database Maintenance: Help maintain the integrity and accuracy of the trading database.
Process Improvement: Drive initiatives to enhance efficiency and optimize workflows. Proactively seek ways to improve the teams processes.
Versatility: Perform various data projects as needed to support the team's goals.
Who You Are
Bachelors degree in finance, business, or a related field.
Trading experience is strongly preferred.
Proficiency with Orions trading platform and/or custodial trading platforms is strongly preferred.
Technical aptitude for process improvement and data analytics is strongly preferred.
Self-starter who can efficiently multitask and prioritize a variety of projects.
Exceptional communication and interpersonal skills, with the ability to build and maintain strong relationships.
Collaborative mindset with a commitment to contributing to team success.
Your Toolkit
High proficiency in Microsoft Office is required. Advanced Excel and data analytic capabilities are preferred.
Top-tier quantitative skills and insatiable intellectual curiosity.
Ability to work unsupervised, think through complex problems, and provide thoughtful, solutions-oriented responses.
Detail oriented with an ownership mentality towards the quality of your work.
Self-starter with excellent organizational skills and the ability to multitask effectively.
Benefits
Core Benefits - Medical with HSA and FSA options, dental, and vision.
Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
Great Team Culture - Team members consistently rave about having great colleagues.
Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.
Join Us Now!
If you're ready to fast-track your investment career, apply now for Diversifys Trader position!
We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify Advisor Network is An Equal Opportunity Employer--M/F/D/V
Financial Analyst (16516)
Finance associate job in Roy, UT
RELOCATION ASSISTANCE: No relocation assistance available CLEARANCE TYPE: SecretTRAVEL: Yes, 10% of the TimeDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history.
Join Northrop Grumman on our continued mission to push the boundaries of possible across land, sea, air, space, and cyberspace. Enjoy a culture where your voice is valued and start contributing to our team of passionate professionals providing real-life solutions to our world's biggest challenges. We take pride in creating purposeful work and allowing our employees to grow and achieve their goals every day by Defining Possible. With our competitive pay and comprehensive benefits, we have the right opportunities to fit your life and launch your career today.
Northrop Grumman Defense Systems is seeking to hire a Financial Analyst to join its team of diverse and qualified individuals. This position will be located in Roy, UT and will support the the Strategic Deterrent Systems (SDS) division.
Roles and Responsibilities
Management of division, including: monthly financial and cost forecasting, reporting and analysis
Prepare and provide weekly/monthly analytical reports to support cost variance/trend analysis
Support division compliance
General ad-hoc business support
Support the development of presentations to be briefed to leadership
Basic Qualifications
Requires US Citizenship and the ability to obtain and maintain a U.S. Government DoD security clearance (Secret, Top Secret; etc.)
Requires a bachelor's degree in Finance, Business, or a related field with 2 years of related experience; 1 year with a master's degree; or 6 years of related experience may be accepted with a HS Diploma (or equivalent) in lieu of a degree
Requires experience with MS Office Suite
Requires experience with SAP, IBM Cognos software
Requires experience with financial analysis or reporting
Preferred Qualifications
Active DoD Secret level security clearance (with the investigation in the past 6 years)
Degree in Finance, Accounting, Economics, or Business-related discipline
Expertise in financial analysis
Strong problem solving and analytical skills; ability to make recommendations and provide guidance to effectively drive projects to completion.
Excellent oral and written communication skills and a keen attention to detail
Position Benefits
As a full-time employee of Northrop Grumman Defense Systems, you are eligible for our robust benefits package including:
Medical, Dental & Vision coverage
401k
Educational Assistance
Life Insurance
Employee Assistance Programs & Work/Life Solutions
Paid Time Off
Health & Wellness Resources
Employee Discounts
This position's standard work schedule is 9/80. The 9/80 schedule allows employees who work a nine-hour day Monday through Thursday to take every other Friday off. This role may offer a competitive relocation assistance package.
#SentinelBusMgmt
Primary Level Salary Range: $63,800.00 - $95,800.00The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit *********************************** U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
Auto-ApplyCLO Finance Associate Attorney
Finance associate job in Salt Lake City, UT
Job DescriptionCLO Finance Associate Attorney
Location: New York (Open to other U.S. office locations including Charlotte, Chicago, D.C., Houston, Los Angeles, Palo Alto, San Francisco, Salt Lake City)
Direct Counsel is seeking an Associate with 3 to 5 years of experience to join a prestigious Am Law 100 firm in their CLO Finance practice. The successful candidate will have experience in collateralized loan obligations (CLOs) and related structured finance transactions. This is an excellent opportunity for an attorney looking to join a firm with a strong commitment to professional growth and development.
Key Responsibilities
Handle CLO and related structured finance transactions.
Work on securitizations, warehouse financing, and other complex financing structures.
Advise clients on sophisticated financing deals, ensuring compliance and best practices.
Collaborate with partners and other team members in the Banking & Finance practice group to manage large, complex transactions.
Qualifications
Education: J.D. from a top-tier law school.
Experience: 3-5 years of experience in CLOs, structured finance, and securitization.
Skills: Strong academic credentials, with excellent legal research, writing, and communication skills. Experience in CLO finance and complex financing transactions is required.
Work Environment & Compensation
Salary Range: $260,000 - $365,000 (compensation may vary based on experience, skills, and firm policies).
Comprehensive Benefits Package:
Medical, dental, vision, life, and AD&D insurance.
401(k) retirement savings plan.
Back-up childcare and eldercare support.
Professional development programs, mentorship opportunities, and career advancement support.
Additional Rewards: Potential for annual bonuses based on individual performance, utilization, and other metrics.
This firm promotes a collaborative and inclusive work culture with opportunities for career advancement. Equal opportunity for all applicants is a core value.
Private Client Banker - Sandy South Towne - Sandy, Utah
Finance associate job in Sandy, UT
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyPrivate Client Banker - Wall & 12th - Ogden, UT - Rocky Mountains
Finance associate job in Ogden, UT
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyFinancial Planning Intern
Finance associate job in Draper, UT
Who we are: Capita is a large Registered Investment Advisor firm growing at a fast pace. We focus on building long-lasting relationships with individuals, families, and business owners through comprehensive financial planning. At Capita Financial Network, we're always looking to the future. Our team is constantly on the lookout for top talent to drive our company's growth and innovation. While we might not have an immediate job opening, we believe in building connections and relationships with exceptional individuals who can potentially join our team in the future.
If you're excited about the prospect of connecting and helping Capita grow, submit your resume here. When an internship becomes available, we'll be in touch.
Job: Monday - Friday, Flexible
Location: Draper, Ut (not remote)
Role and Responsibilities:
* Assist financial advisors in providing impeccable service to clients.
* Track projects and requests for assigned clients.
* Provide continuous client support, including opening and funding new accounts, withdrawals, Roth conversions, charitable distributions, and updating client information.
* Support Advisor in preparation for annual reviews.
* Filing, data entry, CRM software management.
Qualifications/Requirements:
* Interest in the Financial Services Industry.
* Preference given to those enrolled in a finance degree program or related field.
* Expected graduation date in 2025 or early 2026.
* Extremely organized, focused on quality and great attention to the smallest detail.
* Strong ability to problem solve and deliver phenomenal customer service.
* Interpersonal skills and ability to work as a team in a fast-paced environment.
* Friendly and cheerful disposition on phones and in person.
* Ability to manage multiple tasks simultaneously, prioritize and meet deadlines.
* Enjoys creating, implementing, and executing processes for higher efficiency.
* Must be well-versed in Microsoft Office applications, and be a quick learner.
We offer competitive pay and a great opportunity for learning and growth.
finance analyst draper, ut hold
Finance associate job in Draper, UT
Experience level: Mid-senior Experience required: 5 Years Education level: Bachelors degree Job function: Finance Industry: Financial Services Pay rate : $45 per hour Total position: 1 Relocation assistance: No Visa sponsorship eligibility: No
Only local candidates can apply for this role.
Job Description:
We are seeking a collaborative and analytical individual to join our Financial Planning & Analysis (FP&A) team. This position will be instrumental in providing financial support and strategic insights to our go-to-market and product teams, helping shape the future of our business.
Key Responsibilities:
Strategically lead as the primary finance business partner to many of our Sales and Post-Sales leaders, providing comprehensive financial planning, budgeting, and forecasting support for headcount, commissions, and operational expenses, including critical analysis and actionable recommendations to drive performance.
Architect and drive detailed financial modeling and analysis for sales productivity, customer retention initiatives, and post-sales efficiency programs, proactively identifying strategic opportunities and risks, and presenting insights to senior leadership to influence business decisions.
Strategize and refine our subscription revenue forecasts, meticulously creating and maintaining detailed financial models to project attrition, lifetime value, and revenue per customer.
Orchestrate and oversee close collaboration with Sales Operations, Customer Success Operations, and Accounting to ensure accurate and timely tracking of revenue, commissions, and departmental expenses during month-end and quarter-end close processes, driving process improvements and ensuring data accuracy for critical business reporting.
Wed love to chat if you have:
5+ years of relevant experience in corporate finance, preferably in a high-growth environment with a strong focus on data and analytics
Advanced proficiency in financial planning, modeling, reporting, and large-scale data analysis
Demonstrated experience in providing analytical support to improve financial outcomes
Proven success in optimizing financial reporting processes
Hands-on experience using budgeting and forecasting tools such as Adaptive Insights
Familiarity with accounting processes related to monthly or quarterly close cycles
Preferred Qualifications:
Experience working in a Software-as-a-Service (SaaS) or FinTech environment
Experience partnering with Go-to-Market (GTM) teams on budgeting, forecasting, or performance analysis
Ability to communicate complex financial concepts to cross-functional stakeholders
Proactive mindset with a focus on continuous improvement
Strong interpersonal skills and the ability to work effectively in a team-oriented setting
Hiring Manager Notes:
Work Arrangement: Hybrid (on-site at Draper office on Monday, Tuesday, and Thursday)
Contract Duration: 4-month contract with the possibility of extension based on business needs
Interview Process: Two rounds via Zoom first with the hiring manager, second with a team member
Preferred Skills: Experience with Adaptive (nice to have)
Required Skills: Strong financial modeling experience, including budgeting and forecasting.
MUST HAVE:
5+ years of relevant experience in corporate finance, preferably in a high-growth environment with a strong focus on data and analytics
Advanced proficiency in financial planning, modeling, reporting, and large-scale data analysis
Demonstrated experience in providing analytical support to improve financial outcomes
Proven success in optimizing financial reporting processes
Hands-on experience using budgeting and forecasting tools such as Adaptive Insights
Strong financial modeling experience, including budgeting and forecasting.
Financial Analyst I
Finance associate job in Salt Lake City, UT
Make a meaningful difference: At Thatcher Chemical facilities across the nation, our manufacturing teams create the essential chemistries, processes, and solutions that support clean water, safe environments, reliable infrastructure, and critical industries. From production and quality to logistics and distribution, your precision, dedication, and commitment to continuous improvement help transform raw materials and innovative science into real-world solutions. Your purpose-driven work plays a vital role in protecting public health, supporting communities, and shaping a safer, more sustainable future.
We are hiring a Financial Analyst supporting our Chemical Manufacturing and distribution in Salt Lake City, Utah
Responsibilities:
Financial Reporting & Analysis
* Prepare monthly, quarterly, and annual financial statements.
* Analyze financial performance and trends to support strategic decision-making.
* Develop and maintain financial models and forecasts.
* Develop tools to assist with modeling product, customer, and industry profitability, return on assets and transportation pricing and costs.
* Assist sales team with costing transportation for customer pricing
Accounting Operations
* Manage general ledger entries, account reconciliations, and month-end close processes.
* Ensure compliance with GAAP and internal accounting policies.
* Assist with audits and tax filings.
Cost & Operational Analysis
* Work closely and partner with the V.P. of Transportation to:
* Develop, implement, and track KPIs including cost-per-mile, load efficiency, on-time performance, and utilization.
* Evaluate profitability by route, customer, and vehicle.
* Monitor and control operating costs (fuel, maintenance, labor) while maximizing fleet productivity.
* Support pricing strategies and contract evaluations.
Budgeting & Forecasting
* Assist in the preparation of annual budgets and periodic forecasts. o Monitor budget variances and recommend corrective actions.
Process Improvement
* Develop a detailed understanding of the ERP interface with our logistics software platform
* Identify opportunities to streamline accounting and reporting processes.
* Participate in an ERP implementation and support Business Intelligence tools assessment
* Implement best practices in financial planning and analysis.
Finance Analyst
Finance associate job in Draper, UT
Job Title: Financial Analyst
We are seeking a collaborative and analytical individual to join our Financial Planning & Analysis (FP&A) team. This position will be instrumental in providing financial support and strategic insights to our go\-to\-market and product teams, helping shape the future of our business.
Key Responsibilities:
Strategically lead as the primary finance business partner to many of our Sales and Post\-Sales leaders, providing comprehensive financial planning, budgeting, and forecasting support for headcount, commissions, and operational expenses, including critical analysis and actionable recommendations to drive performance.
Architect and drive detailed financial modeling and analysis for sales productivity, customer retention initiatives, and post\-sales efficiency programs, proactively identifying strategic opportunities and risks, and presenting insights to senior leadership to influence business decisions.
Strategize and refine our subscription revenue forecasts, meticulously creating and maintaining detailed financial models to project attrition, lifetime value, and revenue per customer.
Orchestrate and oversee close collaboration with Sales Operations, Customer Success Operations, and Accounting to ensure accurate and timely tracking of revenue, commissions, and departmental expenses during month\-end and quarter\-end close processes, driving process improvements and ensuring data accuracy for critical business reporting.
We'd love to chat if you have:
5+ years of relevant experience in corporate finance, preferably in a high\-growth environment with a strong focus on data and analytics
Advanced proficiency in financial planning, modeling, reporting, and large\-scale data analysis
Demonstrated experience in providing analytical support to improve financial outcomes
Proven success in optimizing financial reporting processes
Hands\-on experience using budgeting and forecasting tools such as Adaptive Insights
Familiarity with accounting processes related to monthly or quarterly close cycles
Preferred Qualifications:
Experience working in a Software\-as\-a\-Service (SaaS) or FinTech environment
Experience partnering with Go\-to\-Market (GTM) teams on budgeting, forecasting, or performance analysis
Ability to communicate complex financial concepts to cross\-functional stakeholders
Proactive mindset with a focus on continuous improvement
Strong interpersonal skills and the ability to work effectively in a team\-oriented setting
MUST HAVE:
5+ years of relevant experience in corporate finance, preferably in a high\-growth environment with a strong focus on data and analytics
Advanced proficiency in financial planning, modeling, reporting, and large\-scale data analysis
Demonstrated experience in providing analytical support to improve financial outcomes
Proven success in optimizing financial reporting processes
Hands\-on experience using budgeting and forecasting tools such as Adaptive Insights
Strong financial modeling experience, including budgeting and forecasting.
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College Financial Representative, Internship Program
Finance associate job in Logan, UT
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplyFinancial Analyst 1 (Deseret Trust Company)
Finance associate job in Salt Lake City, UT
Finance employees receive, account for, monitor, and design internal controls to safeguard sacred funds (donated confidentially in obedience to God's commandments) for the Church's religious mission under the direction of senior ecclesiastical leaders.
Deseret Trust assists in preparing the way for the work of salvation and exaltation by being a trusted partner in providing essential financial resources and fiduciary services. To learn more about Deseret Trust you can visit their website at: *****************************
Responsibilities
Securities Lending - Transfer securities lending files to the lending agent promptly. This requires starting work before 7:00 AM and monitoring throughout the day.
Trade Settlements - Ensure trades settle on time and communicate any issues clearly. Prepare end-of-day reports.
Deposits - Accurately and promptly process check deposits in compliance with company policies for safeguarding funds.
Disbursements - Process wire, check, and ACH disbursements accurately and on time.
Other Transactions - Handle credit card transactions, wire templates, corporate actions, class action claims, and prepare quarterly/monthly reports as needed. Perform backup duties as assigned.
Certification - Active CTOP (Certified Trust Operations Professional) certification required. On-the-job training and certification will be provided over a 3-year period.
Required Skills
Ability to work independently under pressure and meet daily deadlines.
Strong attention to detail and accuracy; ability to self-check work.
Provide complete supporting documentation for all transactions.
Maintain a professional attitude in all communications.
Qualifications
Bachelor's degree in Finance, Management, or a related field (required).
4-5 years of relevant experience.
Proficient in computer use, including word processing and spreadsheets (especially Microsoft Excel).
Familiarity with Excel macros, Power Automate, and Power BI is a plus but not required.
Auto-ApplyFinancial Analyst
Finance associate job in Salt Lake City, UT
The Financial Analyst role will include Accounts Receivable / Payable, and Credit Review responsibilities. It will be key to collaborate closely with the Team to reconcile accounts and resolve any discrepancies, thereby contributing to the overall financial health and operational efficiency of the organization. Prompt and assertive Collections efforts will be required for past-due customer accounts. Your attention to detail and ability to maintain clear records will play a crucial role in supporting the company's financial objectives and maintaining positive relationships with customers.
**This is an in-person position based in Salt Lake City, Utah. Candidates must be able to commute to the office daily, Monday through Friday.**
**Duties and Responsibilities**
+ Post and apply customer payments
1. Wires
2. Credit Card
3. ACH / eCheck
4. Lockbox (checks)
+ Deposit customer checks and cash payments into the bank daily.
+ Reconcile AR journal entries with the bank statements.
+ Resolve customer account questions related to:
1. Finance charges
2. Match requests
3. Payment research
+ Provide excellent customer service to all customers.
+ Credit Assessment: Evaluate the creditworthiness of individuals or businesses by analyzing credit reports (Dun & Bradstreet), financial documents, vendor and bank references, personal guarantees, etc.
+ Credit Policy Adherence: Ensure compliance with company credit policies and guidelines while making recommendations for credit limits and terms.
+ Relationship Management: Collaborate with sales teams and customer service to understand customer needs and negotiate credit terms that balance risk and business objectives.
+ Monitoring and Review: Monitor the financial performance and credit status of existing customers, identifying potential risks or opportunities for adjustments in credit terms.
+ Commit time to special outreach efforts to past-due customers, adhering to an escalation plan that puts pressure on customers to make payments.
+ Use various Collections tools to your advantage (e.g. Account Holds, Service Charges, Payment Plans) and recommend any improvement to processes for favorable changes in Days Sales Outstanding KPI.
+ Ensure timely and accurate processing of vendor invoices.
+ Code A/P transactions to correct account.
+ Complete vendor credit applications.
+ Assist in month end closing processes.
+ Help provide support for year-end audit.
**Qualifications**
+ Education
+ High School Diploma
+ Bachelor's Degree strongly preferred
+ Personalized Skills
+ Proficient in Microsoft Office (Excel and Outlook)
+ Experience with ERP systems (e.g. Business Central, Netsuite)
+ Characteristics
+ Team player who prioritizes the success of the Group, in addition to oneself.
+ Attention to detail and accuracy.
+ Excellent organizational skills.
+ Excellent written and verbal communication skills - comfortable on the phone.
+ Self-motivated and persistent.
+ Ability to meet deadlines / time management.
_________________________________________________________________________________________________________________
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c).
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Financial Counseling Rep I
Finance associate job in Murray, UT
The Financial Counselor will be responsible for counseling patients or parties responsible for payment. The Patient Financial Counselor will educate patients on their responsibilities and potential options. The PFC is responsible for accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. In addition, the counselor must obtain any necessary pre-certifications or authorizations and assist with any financing or third-party applications. In this role, the successful candidate must display a strong sense of patient care and attention to detail.
Responsibilities:
* Explain financial responsibilities for services received, payment options and collection procedures to patients or parties responsible for payment.
* Counsel patients regarding insurance benefits and recommend alternative sources of payment and financial assistance when appropriate.
* Contact insurance carriers or other sources and act as an advocate for the patient.
* Initiate process for collecting prepays due and perform follow up activity to insure maximum collection is achieved.
* Identify hospital, public and private financial assistance programs for patients unable to meet their financial obligations.
* Work with Case Management, Clinical Staff, Medicaid Vendor, and Family Independence Agency to assist patients and families in completing assistance program applications and determine eligibility and coverage.
* Notify manager, physician and servicing department of possible delay of service for any elective, urgent admissions, procedures and scheduled diagnostic testing which have not been approved prior to the date of service.
* Maintain accurate documentation of pre-processing information.
* Provide assistance to uninsured patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency.
* Perform all other duties and projects as assigned.
Required Qualifications:
* High school diploma is required
* At least one year of call center experience
* Attention to detail
* Strong customer service experience
* Ability to multi-task and navigate between multiple systems simultaneously
* Ability to handle a large volume of incoming calls
Desired Qualifications:
* Previous experience as a financial counselor with background in medical terminology preferred
* Understanding of State and Federal assistance
Physical Requirements:
* See, read, and/or operate computers, telephones, office equipment, documents, labels, including manipulating paper requiring the ability to move fingers and hands.
* Remain sitting, standing, or walking for long periods of time to perform work on a computer, telephone, or other equipment.
* Frequent interactions with associates, patient care providers, patients, and visitors that require associate to verbally communicate as well as hear and understand spoken information, alarms, needs, and issues quickly and accurately, particularly during emergency situations.
* Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use and typing for documenting patient care, accessing needed information banding patients, etc.
* Need to walk and assist with transporting/ambulating patients and obtaining and distributing supplies and equipment. This includes pushing/pulling gurneys and portable equipment, including heavy items (over 5 lbs.).
* Why are you searching for a new position?
* What are your main duties in the job you now have or in your most recent job?
* What computer systems are you familiar with and how would you rank your skills using that software?
* What do you see as your strongest skills?
* What is an area of opportunity to improve upon?
* Is the salary range for this position within your acceptable range?
* Working in the hospital can be a stressful environment. The range of patients that arrive can vary and at times can be very stressful situations. Do you feel this is an environment you will be able to thrive in?
* When faced with a difficult customer, how do you handle that situation?
* Sometime time you will have face to face situation that require you to wear PPE ( Patient Protective Equipment). Would you be comfortable working under those circumstances.
* This role also requires you to have a wellness exam where they will verify or give you updated immunization shots. Are you ok with that?
This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status.
For this US-based position, the base pay range is $17.80 - $24.73 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training.
The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career.
Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package.
R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories.
If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance.
CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent
To learn more, visit: R1RCM.com
Visit us on Facebook
LI-TJ2022 #financialcounseling #healthcare #rcm #customerservice
Auto-ApplyFinancial Analyst- Salt Lake City, UT (On-site)
Finance associate job in Salt Lake City, UT
At Veracio, we're unlocking the value and utility of scarce resources, and it all starts with the orebody. Whether that's unlocking hard-to-find minerals that are critical for a sustainable future. Or liberating time through the automation workflows from exploration through to production geoscience. Or the workforce, with cloud connected systems keeping the world's brightest minds at your fingertips. It's through a fusion of science and technology that we're helping miners leverage their orebody knowledge to realize more opportunities while mitigating the social and environmental impact of their decisions.
We are currently looking for a Financial Analyst to join our team in Salt Lake City, Utah. This is a full time in-office position. Only local applicants will be considered.
The Financial Analyst is responsible for the day-to-day treasury activities and analysis of financial data, including the processing of financial transactions, reconciliation of accounts, and the preparation and analysis of financial statements to ensure financial records are accurate and adhere to relevant standards and regulations.
Key responsibilities include, but are not limited to:
Analyze financial data to identify trends, anomalies, and opportunities for improvement.
Analyze financial statements, such as income statements, balance sheets, and cash flow statements.
Perform daily treasury functions, including international cash funding and cash flow projections.
Assist with global payroll activities where required.
Assist in processing day-to-day financial transactions, including recording journal entries and reconciling accounts.
Verify the accuracy and completeness of financial records.
Ensure compliance with accounting standards and regulatory requirements.
Maintain and reconcile the general ledger.
Investigate and resolve discrepancies or variances.
Provide insights and recommendations for better financial management.
The ideal candidate will have:
Bachelor's degree in accounting or finance.
At least 3 years of proven experience in accounting, financial analysis, or a related role.
Strong understanding of accounting principles and practices.
Proficiency in accounting software and Microsoft Excel.
Excellent analytical and problem-solving skills.
Attention to detail and commitment to accuracy.
Effective communication and teamwork abilities.
Ability to adapt to evolving accounting standards and technologies.
Compensation, Benefits and Perks
Talented people are attracted to companies with long-term success and a supportive workplace culture that encourages work-life balance. Veracio offers competitive pay, comprehensive benefits, and career advancement opportunities. If hired, you can expect:
a strong compensation plan
medical, vision, and dental program
paid time off (PTO)
retirement program)
employee assistance program
Company Overview
Veracio is a wholly owned subsidiary of Boart Longyear with a principal focus on orebody knowledge and technologies for mining. Veracio leverages artificial intelligence and advanced analytics to accelerate real-time decision making and significantly lower the cost of mineral exploration. Bringing together over 100 years of heritage in mining equipment, tooling and services with a passion for cutting-edge science and technology. A passion that's purpose-built to challenge the status-quo and encourage miners all over the world to think with a bigger vision, work with smarter data and strive to achieve a smaller footprint.
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Manufacturing Finance Analyst
Finance associate job in Salt Lake City, UT
Weir Minerals Salt Lake City Onsite Purpose of Role: Will lead the Operational Finance for Salt Lake City and St. Louis and take overall responsibility for Financial Analytics, reporting operational performance, developing and ensuring compliance with costing policies, and cost accounting oversight while driving continuous improvement and efficiency in the business operations.
Why choose Weir: Be part of a global organization dedicated to building a better future: At Weir, the growing world depends on us. It depends on us constantly reinventing, quickly adapting and continually finding better, faster, more sustainable ways to access the resources it needs to thrive. And it depends on each of us doing the best work of our lives. It's a big challenge - but it is exciting.
An opportunity to grow your own way: Everything moves fast in the dynamic world of Weir. This creates opportunities for us to take on new challenges, explore new areas, learn, progress and excel. Best of all, there is no set path that our people must take. Instead, everyone is given the support and freedom to tailor-make their own career and do the best work of their lives.
Feel empowered to be yourself and belong: Weir is a welcoming, inclusive place, where each individual's contribution is recognized and all employees are encouraged to innovate, collaborate and be themselves. We continually focus on people and their wellbeing. We believe in fairness and choose to be honest, transparent and authentic in everything we do.
Key Responsibilities: Financial Analytics & Driving operational performance Improvements
* Maintain and enforce the divisional cost accounting principles and policies, including training where necessary to ensure operational teams fully understand the principles and policies
* Review, report and analyze operational performance of the Salt Lake City and St Louis businesses; with regular interaction with operations leaders to drive performance
* Lead the cost roll process across the business, validating increases / decreases where required
* Support development of standard operational KPI reports
* Develop early warning, gap analysis and countermeasure recommendations for various operations financial KPIs.
Strategic operational initiatives and planning
* Lead finance operations input into the annual budget and quarterly forecasting cycle - including assumptions on costs, recoveries and variances
* Lead and drive inventory financial analytics / Annual inventory verification and work with Supply Chain leaders to improve processes
* Provide proactive, reliable, and credible financial advice on a broad range of operational issues to key business partners
* Develop and implement capital expenditure business cases to support investment decisions and priorities.
* Ad-hoc operational finance projects as they arise
* Safety First: Demonstrate 100% commitment to our zero harm behaviors in support of our drive towards developing a world class safety culture.
Job Knowledge/Education and Qualifications:
* Previous Finance Experience in a Product Based Business
* Large Manufacturing Based company is a Plus
* Bachelor's degree in Accounting or Finance
* At least 5 years finance experience (Several different Finance experiences) Commercial roles, Cost accounting roles and General Finance roles are a plus
* Experience using SAP or Large ERP System
Founded in 1871, Weir is a world leading engineering business with a purpose to make mining operations smarter, more efficient and sustainable. Thanks to Weir's technology, our customers can produce essential metals and minerals using less energy, water and waste at lower cost. With the increasing need for metals and minerals for climate change solutions, Weir colleagues are playing their part in powering a low carbon future. We are a global family of 11,000 uniquely talented people in over 60 counties, inspiring each other to do the best work of our lives.
For additional information about what it is like to work at Weir, please visit our Career Page and LinkedIn Life Page.
#LI-JB1
#Minerals
Auto-ApplyFinancial Services Representative (Bilingual Preferred)
Finance associate job in Salt Lake City, UT
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative (Bilingual Preferred) is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $18- $19.75
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyEntry-Level Financial Representative
Finance associate job in South Jordan, UT
Job Description
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
Flexible schedule with remote and in-person work options.
Full benefits package: health, dental, vision, 401(k), pension, life insurance.
Training stipend and performance-based bonuses.
Company-sponsored travel and professional development programs.
Sponsorship for required licenses and continuing education.
We can only consider applicants authorized to work in the United States.
Responsibilities:
Attend virtual and in-person training to enhance financial expertise.
Utilize marketing tools and resources to grow your client base.
Work with clients to assess financial needs and develop personalized strategies.
Provide guidance on insurance, investments, and retirement planning.
Engage in structured coaching, mentorship, and training programs.
Qualifications:
Self-motivated, coachable, and driven to succeed.
Excellent communication and relationship-building abilities.
No prior financial experience is required, and comprehensive training is included.
Demonstrated leadership or a proven track record of success.
Must be authorized to work in the US.
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
Trader
Finance associate job in Sandy, UT
About Us
Diversify Advisor Network is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.
We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.
Learn more about us at **************************
About the Position
The Trader role works alongside the other members of the Diversify Asset Management trade team in executing investment strategies and professionally managing client portfolios. This is a full-time, in-office role stationed at our headquarters in Sandy, Utah.
Your Impact:
Trade Execution: Trade equities, ETFs, bonds, and other securities. Rebalance client accounts according to rebalancing protocols.
Data Analysis and Validation: Review and validate large data sets. Conduct post-trade account reviews, trade reconciliations, and other operational tasks.
Database Maintenance: Help maintain the integrity and accuracy of the trading database.
Process Improvement: Drive initiatives to enhance efficiency and optimize workflows. Proactively seek ways to improve the team's processes.
Versatility: Perform various data projects as needed to support the team's goals.
Who You Are
Bachelor's degree in finance, business, or a related field.
Trading experience is strongly preferred.
Proficiency with Orion's trading platform and/or custodial trading platforms is strongly preferred.
Technical aptitude for process improvement and data analytics is strongly preferred.
Self-starter who can efficiently multitask and prioritize a variety of projects.
Exceptional communication and interpersonal skills, with the ability to build and maintain strong relationships.
Collaborative mindset with a commitment to contributing to team success.
Your Toolkit
High proficiency in Microsoft Office is required. Advanced Excel and data analytic capabilities are preferred.
Top-tier quantitative skills and insatiable intellectual curiosity.
Ability to work unsupervised, think through complex problems, and provide thoughtful, solutions-oriented responses.
Detail oriented with an ownership mentality towards the quality of your work.
Self-starter with excellent organizational skills and the ability to multitask effectively.
Benefits
Core Benefits - Medical with HSA and FSA options, dental, and vision.
Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
Great Team Culture - Team members consistently rave about having great colleagues.
Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.
Join Us Now!
If you're ready to fast-track your investment career, apply now for Diversify's Trader position!
We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify Advisor Network is An Equal Opportunity Employer--M/F/D/V
Private Client Banker - One Utah - Salt Lake City, UT
Finance associate job in Salt Lake City, UT
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
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