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  • Associate, Corporate Finance

    AES Clean Energy 4.8company rating

    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.
    $98k-122.4k yearly Auto-Apply 13d ago
  • Trader

    Diversify

    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
    $64k-106k yearly est. 60d+ ago
  • 2026 Intern - Data Scientist, Predictive Finance

    Adobe 4.8company rating

    Finance associate job in Lehi, UT

    Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital experiences! We're passionate about empowering people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen. We're on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours! The Opportunity Are you looking for a thrilling opportunity in the field of predictive finance? This internship at Adobe gives you the chance to collaborate with industry professionals, using data to make financial predictions and develop strategies. Our Digital Experience business unit is seeking a motivated individual to join their team in the field of planning and analytics, working under the direct supervision of the Sr. Manager of Strategic Analytics. All 2026 Adobe interns will be co-located hybrid. This means that interns will work between their assigned office and home. Interns will be based in the office where their manager and/or team are located, where they will get the most support to ensure collaboration and the best employee experience. Managers and their organization will determine the frequency they need to go into the office to meet priorities. What You'll Do As a Data Science Intern - Predictive Finance, you will: Gather, analyze, summarize, and prepare data to train predictive AI/ML models for finance. Develop a robust program and method to maintain and govern existing and future models. Collaborate with cross-functional teams to integrate predictive models into business processes. Conduct data validation and ensure the accuracy and reliability of datasets. Help in crafting comprehensive documentation and reports that summarize model performance and insights. Contribute to the continuous improvement of our data science practices and methodologies. What You Need to Succeed Currently enrolled full time and pursuing a Data Science, Statistics, Computer Science, Finance, or a related field; or equivalent degree required with an expected graduation date of December 2026- June 2027 Ability to participate in a full time internship between May-September Strong analytical skills and a proven ability to work with large datasets. Proficiency in programming languages such as SQL, Python or R. Familiarity with AI/ML concepts and tools. Outstanding problem-solving skills and a keen attention to detail. Strong communication skills and the ability to collaborate effectively with team members. Experience with data visualization tools like Power BI or Tableau is a plus. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $38.00 -- $51.00 hourly. Your recruiter can share more about the specific pay rate for your job location during the hiring process. State-Specific Notices: California: Fair Chance Ordinances Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and “fair chance” ordinances. Colorado: Application Window Notice If this role is open to hiring in Colorado (as listed on the job posting), the application window will remain open until at least the date and time stated above in Pacific Time, in compliance with Colorado pay transparency regulations. If this role does not have Colorado listed as a hiring location, no specific application window applies, and the posting may close at any time based on hiring needs. Massachusetts: Massachusetts Legal Notice It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Adobe is proud to be an Equal Employment Opportunity employer. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more. Adobe aims to make Adobe.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email accommodations@adobe.com or call **************.
    $38-51 hourly Auto-Apply 60d+ ago
  • Financial Analyst (16516)

    Northrop Grumman 4.7company rating

    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.
    $63.8k-95.8k yearly Auto-Apply 55d ago
  • Securitization Finance Associate Attorney

    Direct Counsel

    Finance associate job in Salt Lake City, UT

    Job DescriptionSecuritization Finance Associate Attorney Location: Charlotte, Chicago, or New York (Open to other U.S. office locations including Houston, Los Angeles, Palo Alto, San Francisco, Salt Lake City, and Washington D.C.) Direct Counsel is seeking an Associate or Counsel with 4+ years of structured finance and securitization experience to join a prestigious Am Law 100 firm. The successful candidate will focus on lender-side private warehouse and trade receivables financings, with the opportunity to participate in cross-border and off-balance sheet structuring. Key Responsibilities Represent banks, funds, and financial institutions in structured finance transactions, with a focus on trade receivables securitizations. Handle transactions involving trade-related assets, such as inventory, trade credit insurance, and ABCP funding. Work on cross-border deals, including global trade A/R financings, and develop intercreditor arrangements. Provide strategic advice on off-balance sheet structuring for GAAP and IFRS compliance. Anticipate participation in a variety of structured financings involving different types of financial assets. Qualifications Education: J.D. from a top-tier law school. Experience: 4+ years of experience in structured finance and securitization, with a preference for experience in lender-side private warehouse and trade receivables financings. Deal Sheet: Please include a deal sheet with your application. Relevant experience is prioritized over class year. Skills: Strong academic credentials, excellent legal writing and negotiation skills, and the ability to handle complex finance transactions. Work Environment & Compensation Salary Range: $310,000 - $435,000 (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. This firm values a diverse and inclusive work environment, and all qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. This is an exceptional opportunity to work with leading experts in structured finance and securitization while contributing to high-profile transactions.
    $31k-53k yearly est. 9d ago
  • Financial Planning Intern

    Capita Financial Network

    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.
    $31k-40k yearly est. 60d+ ago
  • Private Client Banker - Sandy South Towne - Sandy, Utah

    Jpmorganchase 4.8company rating

    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: **************************************************************************
    $42k-81k yearly est. Auto-Apply 7d ago
  • finance analyst draper, ut hold

    Esrhealthcare

    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.
    $45 hourly 60d ago
  • Financial Counseling Rep I

    R1 Revenue Cycle Management

    Finance associate job in Riverton, UT

    R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration 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: Spanish Bi-Lingual 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.). 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
    $17.8-24.7 hourly Auto-Apply 6d ago
  • Financial Analyst I

    Thatcher Group Inc. 4.7company rating

    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.
    $49k-72k yearly est. 7d ago
  • Finance & Operations Intern

    Magleby Professional Services LLC 3.7company rating

    Finance associate job in Lindon, UT

    Magleby Construction is an award-winning custom, luxury residential builder located in the heart of Utah. For 50 years Magleby Construction has been well known for its professionalism and leadership. The company operates in Utah, priding itself in many successful residential, commercial and remodel projects. Twice recognized by the National Association of Home Builders as Custom Builder of the year in 2006 and 2016, Magleby Construction made history as the first custom builder to receive this prestigious award twice. Magleby Construction is seeking a motivated Finance & Operations Intern to support key functions across our finance, fleet, and insurance operations. This role is ideal for a self-starter pursuing or holding a degree in Accounting, Finance, or Business Analytics who enjoys working with data and learning how financial and operational systems come together to drive a company forward. The intern will support key financial and operational functions, including financial analysis, budgeting, cash flow forecasting, fleet and equipment tracking, and insurance program initiatives. This part-time position offers hands-on experience in a real-world business environment and reports directly to the CFO. The internship duration will be determined at the time of hire. Key Responsibilities Financial Analysis & Reporting Assist with monthly financial reports, trend analysis, and variance reviews Help track KPIs and performance metrics for company divisions and projects Support data collection and visualization using Excel, Power BI, or Business Central Cash Flow & Budget Support Participate in the preparation and review of company and project-level budgets Help update and maintain 13-week cash flow forecasts Support analysis of vendor spend, purchasing trends, and cost-saving opportunities Fleet & Equipment Management Help organize and analyze data for the company's fleet and equipment tracking systems Assist with utilization and cost analysis to inform replacement or purchasing decisions Support initiatives around fuel tracking, maintenance, and asset reporting Insurance & Risk Support Assist with data gathering for policy renewals and claims tracking Support documentation and reporting related to builder's risk, vehicle, and liability policies Recommend process improvements that align with company safety and insurance goals Qualifications Currently pursuing or recently completed a bachelor's degree in accounting, finance, construction management or business (with analytical or data emphasis) Strong analytical, organizational, and problem-solving skills High proficiency in Excel and familiarity with financial modeling or data visualization tools Ability to work independently and manage multiple tasks in a fast-paced environment Detail-oriented with excellent written and verbal communication skills What You'll Gain Real-world experience in construction finance and operations Exposure to leadership-level decision-making and cross-functional collaboration Mentorship from seasoned professionals in finance, operations, and risk management Potential for continued employment or future opportunities within Magleby Construction Magleby Construction is an equal opportunity employer and does not discriminate against any protected class including, but not limited to, race, gender, color, national origin, veteran status, disability, sexual orientation, and gender identity. We participate in E-Verify and pre-employment drug screening.
    $32k-37k yearly est. Auto-Apply 60d+ ago
  • Entry-Level Financial Representative

    Cambridge Financial Network

    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.
    $24k-36k yearly est. 29d ago
  • Financial Analyst 1 (Deseret Trust Company)

    The Church of Jesus Christ of Latter-Day Saints 4.1company rating

    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.
    $45k-71k yearly est. Auto-Apply 16d ago
  • Private Client Banker - One Utah - Salt Lake City, UT

    JPMC

    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: **************************************************************************
    $29k-52k yearly est. Auto-Apply 60d+ ago
  • Financial Analyst

    Nexio

    Finance associate job in Orem, UT

    Financial Analyst In-person in Orem, UT Nexio is seeking a Financial Analyst to join our Finance Planning & Analysis (FP&A) team! This role will report to the Manager of Financial Planning and Analysis, and will be a key contributor in driving accurate and insightful forecasting, analysis, and reporting of financial results and key metrics. The ideal candidate is detail-oriented, analytically strong, and thrives in a dynamic, data-driven environment. Responsibilities Forecasting & Modeling: Assist in maintaining detailed financial models to forecast company revenue, expenses, and key metrics. Support the monthly and quarterly forecasting and reporting cycles. Cost Analysis: Track and analyze operating expenses against budget and identify opportunities for savings. Support the monthly Budget vs. Actuals process by compiling data, preparing variance analyses, and identifying key drivers of costs and performance Track and analyze operating expenses across departments, ensuring spend aligns with budget and identifying trends or anomalies. Manage the External Commission calculations and reporting. Reporting & Insights: Assist in preparing recurring management reports and variance analyses comparing actual results to forecast, budget, and prior periods. Translate complex data into tables, graphs, and slides that are easily understood by business leaders throughout the company. Identify actionable insights and strategic recommendations for Finance and company leadership. Produce ad hoc analyses and reports as requested. Cross-Functional Collaboration: Partner with Accounting, Operations, Data Analytics, and Data Engineering teams to ensure data availability, integrity, and accuracy for financial reporting and analysis. Collaborate with the Manager of FP&A to improve forecasting accuracy, automate reporting, enhance financial visibility across the organization, and identify areas for improvement. Process Improvement: Identify and implement process improvements to increase efficiency in data gathering, analysis, reporting, and delivery. Support system enhancements and automation efforts related to financial modeling and data visualization. Qualifications Required: Bachelor's degree in Finance, Accounting, Economics, or a related field. 0-2 years of progressive financial planning and analysis experience. Excel and financial modeling skills Ability to synthesize complex financial data into clear, concise analyses and recommendations. Communication and presentation skills; comfortable working cross-functionally in a fast-paced environment. Attention to detail and ability to manage multiple priorities with accuracy and timeliness. Preferred: MBA or CFA or CMA Experience in a mid-sized, growth-stage company Experience in payments, fintech, SaaS, or transaction-based businesses Experience with BI tools (e.g., Domo, Power BI, Tableau, or Looker). Strong understanding of payment economics-especially interchange and processing fee structures. What is Nexio? Nexio transforms payment chaos into simplicity, giving merchants the freedom to focus on what truly matters to them-growing their business. From smoothing out inefficiencies to securing seamless transactions, Nexio helps turn payments into a business's competitive edge. Benefits Unlimited PTO Medical, Dental, Vision, Life, STD, and LTD insurances; 5% 401k match, HSA match Free therapy for employees and their dependents Nail Tech, Barber, Massage Therapist on-site Costco snacks for days!
    $46k-67k yearly est. 37d ago
  • Financial Services Representative (Bilingual Preferred)

    Worldacceptance

    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.
    $18-19.8 hourly Auto-Apply 56d ago
  • College Financial Representative, Internship Program

    Northwesternmutual 4.5company rating

    Finance associate job in Provo, 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.
    $500 weekly Auto-Apply 25d ago
  • Trader

    Diversify

    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
    $64k-106k yearly est. 18d ago
  • Financial Counseling Rep I

    R1 Revenue Cycle Management

    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
    $17.8-24.7 hourly Auto-Apply 6d ago
  • Private Client Banker - Wall & 12th - Ogden, UT - Rocky Mountains

    JPMC

    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: **************************************************************************
    $29k-51k yearly est. Auto-Apply 60d+ ago

Learn more about finance associate jobs

How much does a finance associate earn in South Jordan, UT?

The average finance associate in South Jordan, UT earns between $24,000 and $68,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.

Average finance associate salary in South Jordan, UT

$40,000
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