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Financial Analyst - Gain and Loss (Max $23/hr W2)
Job
Lenmar Consulting Inc.
Riverton, UT (In Person)
$47,840 Salary, Full-Time
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Job Description
Financial Analyst - Gain and Loss (Max $23/hr W2) Lenmar Consulting Inc. - 4.0 Riverton, UT Job Details Contract Up to $23 an hour 2 hours ago Qualifications Data model design Financial compliance reporting Data modeling Financial data reconciliation Microsoft Access Spreadsheets Bachelor's degree in business Alteryx Mid-level Compliance reporting Bachelor's degree Financial records management Tax compliance reporting Financial data management Financial regulatory compliance Accounting standards Productivity software Business Financial data analysis tools Regulatory compliance accounting Communication skills Excel data analysis Full Job Description Company Description Finance Job Description The US Tax Operations team handles all reporting obligations for the Firms Wealth Management and Institutional clients, and is responsible for ensuring compliance with the IRS regulations. The team is primarily located in Utah with additional coverage in New York and India. The Gain & Loss department maintains cost basis records and provides Gain/Loss reporting for assets held in MS Wealth Management customer accounts. The Tax teams work closely with cross-organizational operations teams, handle related queries, reconcile discrepancies between various processing systems, ensure accuracy of regulatory reporting (e.g. cost basis and withholding), and support requirements and testing of strategic platform initiatives. The department has a major focus on automation. We work closely with technology and continually look for ways to improve efficiency and reduce risk through Alteryx, UI Path, and EUC tools when resolution isn't immediately available systemically.