The Church of Jesus Christ of Latter-day Saints

Financial Analyst

The Church of Jesus Christ of Latter-day Saints

full-time

Posted on:

Location Type: Hybrid

Location: Salt Lake City • Utah • United States

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About the role

  • Securities Lending – Transfer securities lending files to the lending agent promptly. This requires starting work before 7:00 AM and monitoring throughout the day.
  • Trade Settlements – Ensure trades settle on time and communicate any issues clearly. Prepare end-of-day reports.
  • Deposits – Accurately and promptly process check deposits in compliance with company policies for safeguarding funds.
  • Disbursements – Process wire, check, and ACH disbursements accurately and on time.
  • Other Transactions – Handle credit card transactions, wire templates, corporate actions, class action claims, and prepare quarterly/monthly reports as needed. Perform backup duties as assigned.
  • Certification – Active CTOP (Certified Trust Operations Professional) certification required. On-the-job training and certification will be provided over a 3-year period.
  • Required Skills – Ability to work independently under pressure and meet daily deadlines. Strong attention to detail and accuracy; ability to self-check work. Provide complete supporting documentation for all transactions. Maintain a professional attitude in all communications.

Requirements

  • Bachelor's degree in Finance, Management, or a related field is required.
  • CMA, CPA or MBA preferred.
  • Four to five years of relevant experience in accounting, auditing, business management, or equivalent.
  • Demonstrate understanding of accounting principles and Church accounting systems.
  • Proficient in computer use, including word processing and spreadsheets (especially Microsoft Excel).
  • High level of proficiency in written and verbal English sufficient to prepare clear financial analyses, author detailed reports, and communicate recommendations to managers and senior leaders.
  • Must operate a personal computer and have knowledge of word processing and spreadsheet. Must be able to learn new software.
  • Preferred: Familiarity with Excel macros, Power Automate, and Power BI
Benefits
  • Health insurance
  • Paid time off
  • Training and development opportunities
  • Flexible work arrangements,
  • Work on church holidays as needed
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
trade settlementssecurities lendingcheck depositswire disbursementsACH disbursementscredit card transactionsfinancial analysisaccounting principlesreport preparationattention to detail
Soft Skills
ability to work independentlyability to meet deadlinesstrong communication skillsprofessional attitudeability to self-check work
Certifications
CTOPCMACPAMBA