Lenmar Consulting Inc · 1 month ago
Financial Analyst - Gain and Loss
South Jordan, UT
Full-time
Onsite
New Grad, Entry Level
$23.37/hr - $23.37/hrLenmar Consulting Inc is seeking a Financial Analyst to join their US Tax Operations team in South Jordan, UT. The role involves handling reporting obligations for Wealth Management clients and ensuring compliance with IRS regulations while maintaining cost basis records and providing Gain/Loss reporting.
Information Technology & Services
Responsibilities
Handle all reporting obligations for the Firms Wealth Management and Institutional clients
Ensure compliance with the IRS regulations
Maintain cost basis records
Provide Gain/Loss reporting for assets held in Wealth Management customer accounts
Work closely with cross-organizational operations teams
Handle related queries
Reconcile discrepancies between various processing systems
Ensure accuracy of regulatory reporting
Support requirements and testing of strategic platform initiatives
Focus on automation
Look for ways to improve efficiency and reduce risk through Alteryx, UI Path, and EUC tools
Qualification
Required
Ability to work independently well within a team environment
Excellent Time Management, Interpersonal, and Problem-Solving Skills
Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm
Attention to detail and quality of work
Ability to consistently exercise sound and decisive judgment
Commitment to personal development
Bachelors Degree in a Business field and/or experience in the Financial Industry
Understanding of general accounting principles as they apply to the industry
Understanding of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access and other Office applications
Superior Communication Skills, both oral and written
Company
Lenmar Consulting Inc
Established in 1998, Lenmar’s Professional Services (Contingent/SOW Staffing & Managed Services) provides highly-skilled financial services professionals (contract/contract-to-hire/permanent) and helps clients to keep or bring back challenging projects in-house by bridging the technology and domain skills gap.
Founded in 1998
501-1000 employees
H1B Sponsorship
Lenmar Consulting Inc has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (11)
2024 (10)
2023 (8)
2022 (14)
2021 (16)
2020 (33)
Funding
Current Stage
Late StageCompany data provided by crunchbase