Analyst,Financial,1

The Church of Jesus Christ of Latter-day Saints • Salt Lake, UT

13h

About The Position

Finance employees receive, account for, monitor, and design internal controls to safeguard sacred funds (donated confidentially in obedience to God's commandments) for the Church's religious mission under the direction of senior ecclesiastical leaders. Deseret Trust assists in preparing the way for the work of salvation and exaltation by being a trusted partner in providing essential financial resources and fiduciary services. To learn more about Deseret Trust you can visit their website at: https://www.deserettrust.com/

Requirements

• 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.
• Bachelor's degree in Finance, Management, or a related field is required.
• 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.

Nice To Haves

• CMA, CPA or MBA preferred.
• Familiarity with Excel macros, Power Automate, and Power BI

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level