Post job

Finance associate jobs in West Jordan, UT - 190 jobs

All
Finance Associate
Finance Internship
Finance Service Representative
Relationship Banker
Corporate Finance Analyst
Banker
Finance Analyst
Finance & Sales Representative
Finance Representative
  • Relationship Banker

    Bank of America 4.7company rating

    Finance associate job in West Valley City, UT

    Riverton, Utah;West Jordan, Utah; Sandy, Utah; West Jordan, Utah; Taylorsville, Utah **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. ****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**** **Responsibilities:** + **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance + **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $26k-30k yearly est. 8d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • 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 42d ago
  • Sales / Finance Representative

    Lease End

    Finance associate job in Lehi, UT

    Lease End is revolutionizing the auto leasing industry and is rapidly growing across the nation! Our Vision is to be the only loved end of lease experience in the nation! Weve created a way for someone who has leased a vehicle to finalize that lease from the comfort of their home, instead of dealing with the headache of the car dealership! Last year we were on the Inc 5000 list for fastest growing companies in the nation! Our standards are simple: stay customer focused, get 1% better daily, keep it lean, have fun, and get the job done! Job Description: If youre a team player who wants to make a big impact, this Sales Representative role with hot leads at Lease End is for you. You will be given approved credit applications and your job is to call the customer, review their approval, sell them additional products (VSC & GAP Insurance), and get all documentation signed! Benefits: Consistent schedule Competitive pay structure with uncapped commissions Exciting incentives to recognize your hard work Ongoing training and opportunities for career advancement Joining a reputable brand with a success focused team Responsibilities: Take approved credit applications and convert them into Lease End Customers Follow guidelines within our software to get the correct documents signed Be detail oriented so all paperwork is completed properly Ensure the customer has a 5-star sales experience using our services Requirements: Work in office at our Lehi location 5 days a week Ability to properly help the customer understand the benefits of purchasing VSC and Gap insurance with the purchase of their vehicle Ability to adapt to the customers needs Demonstrated professionalism and strong interpersonal skills. Proven ability to be metrics and results driven! Why Join Us? At Lease End, we foster an environment that values growth, excellence, and team satisfaction. If youre ready to improve your life and work hard, join Lease End. We value employee growth and excellence in all we do.To apply, please submit your application below, and well be in touch soon. Job Type: Full-time Pay: Commission averaging $7,000 - $14,000 ++ per month
    $52k-82k yearly est. 1d ago
  • Sr. Corporate Financial Analyst

    Waystar 4.6company rating

    Finance associate job in Lehi, UT

    ** As part of the Waystar (NASDAQ: WAY) Finance Team, this role is instrumental to the reporting, financial analysis, and forecasting for Waystar. This role involves conducting in-depth analysis using complex financial models, preparing deliverables for internal and external stakeholders, and communicating insights to senior leadership. Senior Analysts are expected to take ownership of business-critical analyses and collaborate closely with multiple departments to drive informed decision-making. We are looking for team members that thrive in a fast-paced, multi-tasking environment and are seeking an opportunity to advance their leadership and analytical capabilities. The Senior Corporate Financial Analyst plays a critical role in driving strategic planning, business performance analysis, and corporate initiatives. This individual partners with executive leadership and business units to support long-term planning, financial modeling, and key strategic projects that align with the company's overall vision and goals. **WHAT YOU'LL DO** + Conduct advanced financial analysis, modeling, and reporting related to business operations and adjusted financial results. + Prepare, analyze, and explain historical actual, adjusted, and projected financial information with increased autonomy. + Create and update presentation materials for public company reporting, board meetings and reporting to debt holders, taking a lead role in the process. + Develop financial models and perform scenario analyses to support strategic business decisions, including complex three-statement modeling and cash flow forecasting. + Provide detailed reports and present analyses to executive leadership on an ad-hoc basis. + Lead initiatives to identify opportunities for financial and operational improvements. + Enhance business insights and reporting by leveraging PowerBI. + Gathering, combining, and analyzing data from a variety of sources and systems + Proactively and independently identify opportunities for improvement and communicate to management. **WHAT YOU'LL NEED** + Bachelor's degree in Economics, Finance, Business, Accounting, Mathematics, or a related field. + 3-5+ years of similar work experience. + Assurance or advisory experience with Big Four accounting firms is strongly preferred. + Attainment or pursuit of CPA, CFA, or other relevant certifications. + Experience working for a publicly traded company or private equity-backed business. + Strong understanding of financial metrics, accounting concepts, and US GAAP. + Exceptional critical thinking and analytical skills, with the ability to work independently on complex analyses. + Attention to detail and the ability to communicate financial information clearly to senior stakeholders. + Self-motivated with the ability to manage multiple ongoing tasks and assignments. + A passion for personal development, aspiring to be a subject matter expert and leader within the Finance team. + Active use of artificial intelligence (AI) tools and techniques to enhance performance, drive innovation, and improve decision-making across business functions. + Ability to leverage AI tools and platforms to streamline workflows, improve decision-making, and drive innovation. + Curiosity and adaptability in exploring emerging AI technologies, with a mindset for continuous learning and experimentation. **ABOUT WAYSTAR** Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle. Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun. Waystar products have won multiple Best in KLAS or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar (**************************** on Twitter. **WAYSTAR PERKS** + Competitive total rewards (base salary + bonus, if applicable) + Customizable benefits package (3 medical plans with Health Saving Account company match) + We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays + Paid parental leave (including maternity + paternity leave) + Education assistance opportunities and free LinkedIn Learning access + Free mental health and family planning programs, including adoption assistance and fertility support + 401(K) program with company match + Pet insurance + Employee resource groups Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. **Job Category:** Accounting/Finance **Job Type:** Full time **Req ID:** R2751
    $49k-70k yearly est. 60d+ 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
  • Financial Planning Intern

    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 Financial Planning Intern role provides hands-on experience in a collaborative, advisor-focused environment. This internship is designed for individuals who are actively pursuing, or plan to pursue, the education and licensing required to become a Certified Financial Planner (CFP ). Across six to nine months, interns gain exposure to real world financial planning processes, client experience workflows, and industry standard tools-building a strong foundation for launching a successful career in financial planning. This role is designed for learners - candidates should have curiosity, professionalism, and a desire to grow. This is a part-time, in-office role stationed at our headquarters in Sandy, Utah. Your Impact: Financial Planning Support Help gather client information and complete data entry, modeling, and analysis for financial plans for both new and existing clients. Assist with research on financial planning topics as needed. Contribute to projects that strengthen and improve planning processes. Client Experience & Operations Prepare materials for client planning meetings and assist with meeting notes as needed. Observe advisor-client interactions to learn effective planning practices. Who You Are: Currently enrolled in, or recently completed, a bachelor's degree program in financial planning, finance, economics, or a related field. Pursuing the Certified Financial Planner (CFP ) designation. Curious, motivated, and eager to learn from experienced professionals. Strong communicator with a professional, positive presence. Detail-oriented, organized, and able to manage multiple assignments. Comfortable using technology and learning new systems. Your Toolkit: Strong computer and technical skills. Basic knowledge of financial planning concepts from coursework. Strong analytical thinking and problem-solving skills. Proficiency with Microsoft Office tools (Word, Excel, PowerPoint). Prefer experience with eMoney Advisor, MoneyGuidePro, and RightCapital. A proactive, self-starter mindset with a willingness to ask questions and seek feedback. Benefits Hands-on training and mentorship from experienced financial professionals. Exposure to financial planning tools, process, and workflows. Opportunities to build professional relationships across the wealth management industry. Ability to apply internship experience toward future CFP certification requirements (as applicable). Join Us Now! If you are ready to fast-track your career, make meaningful connections, and embark on a thrilling journey, apply now! 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
    $31k-40k yearly est. 7d ago
  • Private Client Banker - Ogden - Ogden, UT - Rocky Mountains

    Jpmorgan Chase 4.8company rating

    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: ************************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $40k-79k yearly est. 13d 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
  • Financial Planning Associate (Intern)

    Dentist Advisors

    Finance associate job in Holladay, UT

    About Us Dentist Advisors has grown from a small startup into a nationwide leader in personal financial planning and investment management for dentists. Our deep expertise in the dental industry, combined with a strong commitment to technology and education, allows us to deliver proactive, personalized financial advice to dentists across the country. We are a fast-growing firm that values collaboration, clear communication, adaptability, and follow-through, all while keeping work enjoyable. If you are looking for a dynamic environment where you can grow your career in financial services, we would love to hear from you. The Role We're hiring a Financial Planning Associate to support our advisors and help deliver an exceptional client experience. This role is ideal for someone early in their financial services career who enjoys organization, communication, and being a key part of a client-focused team. You'll work closely with advisors to maintain client data, assist with onboarding, and ensure clients receive timely, accurate support. What You'll Do Assist advisors with daily administrative and client-related tasks Facilitate new client onboarding, including gathering information and preparing required documentation Maintain and update each client's dashboard and financial scorecard Audit, organize, and process quarterly financial reports Communicate with clients to request, collect, and update personal documents Organize and maintain client files in Box and ensure documentation is complete and accurate Support internal data requests and help enhance workflows as our team grows What Makes You a Great Fit Personality You're interested in financial services and excited to grow your career in client support or advisory operations You thrive in a fast-paced environment and adapt easily as needs change You take initiative, solve problems independently, and stay one step ahead of what needs to be done You're highly organized, detail-oriented, and able to juggle multiple tasks without losing focus You enjoy building relationships, collaborating with your team, and creating a positive experience for clients Skills & Qualifications Strong written and verbal communication skills Excellent organization and time-management abilities Experience working in a deadline-driven environment Ability to work both independently and as part of a team Familiarity with financial services, client service roles, or professional office settings Comfortable learning new systems and managing data accurately Bonus Points Experience or interest in financial planning, financial operations, or client service in a professional services firm A BA/BS degree (or working toward one) in a related field Familiarity with Salesforce, eMoney, Black Diamond, Charles Schwab, and Box.
    $31k-40k yearly est. 15d 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 $15.35 - $23.13 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
    $15.4-23.1 hourly Auto-Apply 2d ago
  • Analyst,Financial,2

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

    Finance associate job in Salt Lake City, UT

    This role supports the finance division of the Priesthood and Family Department where our purpose is to help God's children joyfully live the gospel of Jesus Christ. A Finance Analyst will 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. Required: Bachelor's degree in Accounting (or Finance or Business Management) is required. Minimum of 5 years of relevant experience in accounting, auditing, business management, or equivalent. Demonstrate understanding of accounting principles and Church accounting systems. Proficient in Excel and other Microsoft Office tools. Must be able to learn new software. Preferred: CMA, CPA or MBA Prepare and analyze budgets and financial statements using information from operating statements and account ledgers. Reconcile appropriation and cash flow budgets to the general ledger. Ensure correct coding to the general ledger. Ensure compliance with generally accepted accounting principles. Identify trends and potential areas of concern. Anticipate future needs. Initiate adjustments, as needed, and report actions. Prepare management reports. Investigate alternatives. Create reports, charts, and graphs illustrating findings. Recommend adjustments. Work with division managers to resolve differences. Prepare financial procedures. Lead the department's transition to the "Elevate" Oracle Cloud general ledger system, serving as the primary liaison to ensure reporting and payment process requirements are fully integrated. Serve as the department's subject matter expert (SME) on finance issues related to systems used to collect participation fees for events and conferences (Eventbrite). Coordinate with areas and other departments as needed.
    $45k-71k yearly est. Auto-Apply 3d 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 Service Representative (Teller)

    Cyprus Credit Union 3.7company rating

    Finance associate job in West Jordan, UT

    Join Our Team as a Part-Time Member Service Representative (Teller) for Our Southern Branches! Are you passionate about developing meaningful relationships and helping others achieve their financial goals? Do you thrive in a dynamic relationship-focused environment that emphasizes building connections, fostering, professional growth, and teamwork? If you're ready to make an impact with a respected financial institution that prioritizes its members and employees, this is your chance to shine! At Cyprus Credit Union, our team is the heart of everything we do. We're dedicated to creating a culture where every employee feels valued, supported, and inspired to succeed. That's why we offer: * Competitive pay with opportunities for bonuses and incentives. * A bilingual pay increase for English/Spanish speakers. * Comprehensive benefits, including health, dental, vision, life insurance, and more. * Retirement savings plans like 401k. * Generous PTO from day one, with additional time off for your birthday and volunteer work. * Tuition reimbursement for ongoing education and professional development. * A vibrant, inclusive environment focused on community impact and sustainability. It's no surprise we've been recognized as one of the BEST credit unions to work for from 2020 to 2025! What Makes Working at Cyprus Special? As a Member Service Representative, you're more than just a teller-you're a trusted partner in our members' financial journeys. You'll build relationships, educate members about our products and services, and ensure every interaction leaves them feeling valued and supported. Through our innovative "career pathing" programs, we'll help you grow your skills, advance your career, and make an impact. What You'll Do: Be a Financial Guide: Engage members in meaningful conversations to uncover their financial goals, challenges, and opportunities. Promote Solutions: Share our diverse suite of products and services, such as savings accounts, loans, and investment options, tailored to help members achieve their unique financial aspirations. Educate and Empower: Help members understand the value of our offerings and how they can make informed decisions for a secure financial future. Drive Member Success: Offer proactive solutions to address immediate needs and anticipate future opportunities, creating a pathway for long-term financial well-being. Execute Transactions: Perform deposits, withdrawals, transfers, and other transactions with care and accuracy, ensuring a seamless experience. Be a Trusted Partner: Build and nurture strong relationships with members, becoming their go-to resource for financial advice and support. Your Skills & Experience: Education: A high school diploma or equivalent (or work release papers). Service Mindset: You excel at connecting with people, understanding their needs, and presenting tailored solutions. Previous experience in customer service or sales is a plus, highlighting your ability to deliver exceptional results and create value for members. Relationship Builder: You have a natural ability to establish trust, build lasting relationships, and genuinely care about helping members achieve their financial goals. Persuasive Communicator: Strong communication skills that allow you to clearly explain products and services, inspire confidence, and motivate members to take action toward their financial success. Empathetic Listener: You know how to ask the right questions, actively listen, and respond with solutions that resonate with each member's unique situation. Team Player with a Positive Attitude: Enthusiasm for collaborating with colleagues and contributing to a supportive, dynamic team environment. Passion for Helping Others: A genuine desire to guide members toward financial solutions that enrich their lives. Your Schedule: This part-time role offers a set schedule: Monday-Friday, 1:00 PM - 6:15 PM, with some Saturdays required from 8:45 AM - 2:15 PM. Enjoy your evenings and Sundays free to recharge! Why Wait? Your Future Starts Here! At Cyprus Credit Union, we believe in fostering an environment where both our members and employees can thrive. If you're ready to be part of a team that celebrates success, encourages growth, and makes a difference in the community, apply today!
    $24k-32k yearly est. 12d ago
  • Analyst,Financial,2

    Presbyterian Church 4.4company rating

    Finance associate job in Salt Lake City, UT

    This role supports the finance division of the Priesthood and Family Department where our purpose is to help God's children joyfully live the gospel of Jesus Christ. A Finance Analyst will 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. Required: Bachelor's degree in Accounting (or Finance or Business Management) is required. Minimum of 5 years of relevant experience in accounting, auditing, business management, or equivalent. Demonstrate understanding of accounting principles and Church accounting systems. Proficient in Excel and other Microsoft Office tools. Must be able to learn new software. Preferred: CMA, CPA or MBA Prepare and analyze budgets and financial statements using information from operating statements and account ledgers. Reconcile appropriation and cash flow budgets to the general ledger. Ensure correct coding to the general ledger. Ensure compliance with generally accepted accounting principles. Identify trends and potential areas of concern. Anticipate future needs. Initiate adjustments, as needed, and report actions. Prepare management reports. Investigate alternatives. Create reports, charts, and graphs illustrating findings. Recommend adjustments. Work with division managers to resolve differences. Prepare financial procedures. Lead the department's transition to the "Elevate" Oracle Cloud general ledger system, serving as the primary liaison to ensure reporting and payment process requirements are fully integrated. Serve as the department's subject matter expert (SME) on finance issues related to systems used to collect participation fees for events and conferences (Eventbrite). Coordinate with areas and other departments as needed.
    $42k-74k yearly est. Auto-Apply 3d 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 22d ago
  • Relationship Banker

    Bank of America 4.7company rating

    Finance associate job in Salt Lake City, UT

    West Valley City, Utah;West Valley City, Utah; Murray, Utah; Salt Lake City, Utah **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************ **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. ****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**** **Responsibilities:** + **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Is confident in identifying solutions for new and existing clients based on their needs + Communicates effectively and confidently and is comfortable engaging all clients + Has the ability to learn and adapt to new information and technology platforms + Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) + Applies strong critical thinking and problem-solving skills to meet clients' needs + Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations + Efficiently manages time and capacity + Focuses on results while acting in the best interest of the client + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance + **Desired Qualifications:** + Experience in financial services and knowledge of financial services industry, products and solutions + One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals + Six months of cash handling experience + Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance **Skills:** + Adaptability + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $26k-30k yearly est. 6d ago
  • Financial Analyst - FP&A Innovation & AI Enablement

    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 Adobe is seeking a Senior Financial Analyst with strong technical and analytical skills to join our Strategic Planning & Analytics team, a key driver of innovation within the FP&A organization. This role sits at the intersection of finance, technology, and data strategy, enabling accelerated insights, operational efficiencies, and adoption of AI tools across a global, matrixed environment You will play a pivotal role in creating the future of financial planning by using AI, automation, predictive analytics, and business intelligence. These tools will help influence decision-making and support Adobe's strategic priorities. If you are passionate about transforming traditional FP&A processes through technology and collaboration, this is your chance to create a significant impact. What you'll Do Build and deploy solutions powered by artificial intelligence, including Gen AI agent development and automation frameworks, to streamline FP&A processes. Partner with Finance Systems Engineering to integrate AI tools into finance workflows and drive adoption across the FP&A ecosystem. Lead initiatives that improve efficiency and scalability through automation beyond Gen AI. Develop and maintain predictive models using heuristic methods, machine learning, and advanced analytics to forecast business performance. Validate and govern data models, ensuring accuracy, reliability, and compliance with guidelines. Collaborate cross-functionally to embed predictive insights into planning and decision-making processes. Deliver actionable insights through Power BI dashboards and other visualization tools, enabling leadership-friendly reporting. Contribute to long-term innovation projects, crafting frameworks, methodologies, and presentation materials that influence strategic direction. Champion continuous improvement in data science practices and financial modeling techniques. What you need to succeed Technical Expertise: Advanced Excel skills; proficiency in SQL and Python (pandas); experience with BI tools (Power BI preferred). Analytical Competence: Ability to assess situations, propose, and implement solutions independently. Communication & Influence: Outstanding ability to translate complex models and insights into clear, compelling narratives for senior leadership. Outlook: Intellectual curiosity, adaptability, and a passion for bringing to bear technology to transform finance. Preferred Qualifications: Bachelor's degree in business, finance, or a related field, or equivalent experience. 3-5 years of FP&A or related experience with a track record of technology-enabled improvements. 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 $79,900 -- $159,800 annually. Pay within this range varies by work location and may also depend on job-related knowledge, skills, and experience. Your recruiter can share more about the specific salary range for the job location during the hiring process.In California, the pay range for this position is $110,300 - $159,800 At Adobe, for sales roles starting salaries are expressed as total target compensation (TTC = base + commission), and short-term incentives are in the form of sales commission plans. Non-sales roles starting salaries are expressed as base salary and short-term incentives are in the form of the Annual Incentive Plan (AIP). In addition, certain roles may be eligible for long-term incentives in the form of a new hire equity award. 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 **************.
    $110.3k-159.8k yearly Auto-Apply 11d ago
  • Sr. Corporate Financial Analyst

    Waystar 4.6company rating

    Finance associate job in Lehi, UT

    As part of the Waystar (NASDAQ: WAY) Finance Team, this role is instrumental to the reporting, financial analysis, and forecasting for Waystar. This role involves conducting in-depth analysis using complex financial models, preparing deliverables for internal and external stakeholders, and communicating insights to senior leadership. Senior Analysts are expected to take ownership of business-critical analyses and collaborate closely with multiple departments to drive informed decision-making. We are looking for team members that thrive in a fast-paced, multi-tasking environment and are seeking an opportunity to advance their leadership and analytical capabilities. The Senior Corporate Financial Analyst plays a critical role in driving strategic planning, business performance analysis, and corporate initiatives. This individual partners with executive leadership and business units to support long-term planning, financial modeling, and key strategic projects that align with the company's overall vision and goals. WHAT YOU'LL DO * Conduct advanced financial analysis, modeling, and reporting related to business operations and adjusted financial results. * Prepare, analyze, and explain historical actual, adjusted, and projected financial information with increased autonomy. * Create and update presentation materials for public company reporting, board meetings and reporting to debt holders, taking a lead role in the process. * Develop financial models and perform scenario analyses to support strategic business decisions, including complex three-statement modeling and cash flow forecasting. * Provide detailed reports and present analyses to executive leadership on an ad-hoc basis. * Lead initiatives to identify opportunities for financial and operational improvements. * Enhance business insights and reporting by leveraging PowerBI. * Gathering, combining, and analyzing data from a variety of sources and systems * Proactively and independently identify opportunities for improvement and communicate to management. WHAT YOU'LL NEED * Bachelor's degree in Economics, Finance, Business, Accounting, Mathematics, or a related field. * 3-5+ years of similar work experience. * Assurance or advisory experience with Big Four accounting firms is strongly preferred. * Attainment or pursuit of CPA, CFA, or other relevant certifications. * Experience working for a publicly traded company or private equity-backed business. * Strong understanding of financial metrics, accounting concepts, and US GAAP. * Exceptional critical thinking and analytical skills, with the ability to work independently on complex analyses. * Attention to detail and the ability to communicate financial information clearly to senior stakeholders. * Self-motivated with the ability to manage multiple ongoing tasks and assignments. * A passion for personal development, aspiring to be a subject matter expert and leader within the Finance team. * Active use of artificial intelligence (AI) tools and techniques to enhance performance, drive innovation, and improve decision-making across business functions. * Ability to leverage AI tools and platforms to streamline workflows, improve decision-making, and drive innovation. * Curiosity and adaptability in exploring emerging AI technologies, with a mindset for continuous learning and experimentation. ABOUT WAYSTAR Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle. Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun. Waystar products have won multiple Best in KLAS or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar on Twitter. WAYSTAR PERKS * Competitive total rewards (base salary + bonus, if applicable) * Customizable benefits package (3 medical plans with Health Saving Account company match) * We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays * Paid parental leave (including maternity + paternity leave) * Education assistance opportunities and free LinkedIn Learning access * Free mental health and family planning programs, including adoption assistance and fertility support * 401(K) program with company match * Pet insurance * Employee resource groups Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
    $49k-70k yearly est. Auto-Apply 21d ago
  • Financial Service Representative (Teller)

    Cyprus Credit Union 3.7company rating

    Finance associate job in Millcreek, UT

    Join Our Team as a Part-Time Member Service Representative (Teller) for Our Northern Branches! Are you passionate about developing meaningful relationships and helping others achieve their financial goals? Do you thrive in a dynamic relationship-focused environment that emphasizes building connections, fostering, professional growth, and teamwork? If you're ready to make an impact with a respected financial institution that prioritizes its members and employees, this is your chance to shine! At Cyprus Credit Union, our team is the heart of everything we do. We're dedicated to creating a culture where every employee feels valued, supported, and inspired to succeed. That's why we offer: Competitive pay with opportunities for bonuses and incentives. A bilingual pay increase for English/Spanish speakers. Comprehensive benefits, including health, dental, vision, life insurance, and more. Retirement savings plans like 401k. Generous PTO from day one, with additional time off for your birthday and volunteer work. Tuition reimbursement for ongoing education and professional development. A vibrant, inclusive environment focused on community impact and sustainability. It's no surprise we've been recognized as one of the BEST credit unions to work for from 2020 to 2025! What Makes Working at Cyprus Special? As a Member Service Representative, you're more than just a teller-you're a trusted partner in our members' financial journeys. You'll build relationships, educate members about our products and services, and ensure every interaction leaves them feeling valued and supported. Through our innovative "career pathing" programs, we'll help you grow your skills, advance your career, and make an impact. What You'll Do: Be a Financial Guide: Engage members in meaningful conversations to uncover their financial goals, challenges, and opportunities. Promote Solutions: Share our diverse suite of products and services, such as savings accounts, loans, and investment options, tailored to help members achieve their unique financial aspirations. Educate and Empower: Help members understand the value of our offerings and how they can make informed decisions for a secure financial future. Drive Member Success: Offer proactive solutions to address immediate needs and anticipate future opportunities, creating a pathway for long-term financial well-being. Execute Transactions: Perform deposits, withdrawals, transfers, and other transactions with care and accuracy, ensuring a seamless experience. Be a Trusted Partner: Build and nurture strong relationships with members, becoming their go-to resource for financial advice and support. Your Skills & Experience: Education: A high school diploma or equivalent (or work release papers). Service Mindset: You excel at connecting with people, understanding their needs, and presenting tailored solutions. Previous experience in customer service or sales is a plus, highlighting your ability to deliver exceptional results and create value for members. Relationship Builder: You have a natural ability to establish trust, build lasting relationships, and genuinely care about helping members achieve their financial goals. Persuasive Communicator: Strong communication skills that allow you to clearly explain products and services, inspire confidence, and motivate members to take action toward their financial success. Empathetic Listener: You know how to ask the right questions, actively listen, and respond with solutions that resonate with each member's unique situation. Team Player with a Positive Attitude: Enthusiasm for collaborating with colleagues and contributing to a supportive, dynamic team environment. Passion for Helping Others: A genuine desire to guide members toward financial solutions that enrich their lives. Your Schedule: This part-time role offers a set schedule: Monday-Friday, 1:00 PM - 6:15 PM, with some Saturdays required from 8:45 AM - 2:15 PM. Enjoy your evenings and Sundays free to recharge! Why Wait? Your Future Starts Here! At Cyprus Credit Union, we believe in fostering an environment where both our members and employees can thrive. If you're ready to be part of a team that celebrates success, encourages growth, and makes a difference in the community, apply today !
    $24k-32k yearly est. 12d 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 West Jordan, UT?

The average finance associate in West 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 West Jordan, UT

$40,000
Job type you want
Full Time
Part Time
Internship
Temporary