Hybrid Financial Analyst

at The Church of Jesus Christ of Latter-day Saints

• Job title: Financial Analyst
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Salt Lake City, United States

About the role

• Analyst managing financial resources and internal controls for the Church's mission. Handling trade settlements, deposits, disbursements, and ensuring compliance with policies and procedures.

Responsibilities

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

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