Financial analyst jobs in Utah - Page 2

Job Description Reach Your Potential at Celtic Bank! You're brave, ambitious, and passionate in everything you do? We want you on our team! The Construction Loan Analyst is required to convey an image of professionalism, efficiency, and competence as a member of the Celtic Bank team. The Construction Loan Analyst is expected to deliver exceptional service and maintain all related activities in an organized and consistent manner. As a Construction Loan Analyst, you will work closely with the borrower and general contractors to review, reconcile, and complete the construction underwriting and closing of new construction loans. You will collaborate closely with team members across various departments to ensure deadlines are achieved and will be responsible for ensuring compliance with Celtic Bank General Policies as well as state and federal regulations. With this job you will have the opportunity to work in a fast-paced environment where you are able to interact with internal groups, clients and contractors across the nation on various types of projects. Be it analyzing and validating project budgets, verifying construction documentation, or finding solutions to challenges that may arise through the closing process, there is always something to continue your learning and progression. The ideal Construction Loan Analyst candidate has some experience with construction loans in a lending environment or financial budgeting /administration in a general contractor environment, is highly detail-oriented, and has a good understanding of construction basics. Essential Job Functions • Manage a portfolio of construction loans across underwriting, credit review, and closing stages., • Act as the primary point of contact for borrowers, contractors, and third-party vendors, providing guidance and updates throughout the loan closing process for a seamless experience., • Ability to maintain a great attitude and professional disposition with both internal and external parties, especially while handling deadlines, delays, or setbacks., • Stay up to date on industry trends, regulations, and best practices related to construction lending., • Conduct and create in-depth analysis of construction project sources and uses, construction budgets, architectural plan & site plan review, and financial information during underwriting., • Identify and mitigate risks related to project delays, cost overruns, or other construction-related challenges., • Proactively track, reconcile, and monitor project costs and statuses and ensure alignment with loan terms, • Prepare and present underwriting analyses and project evaluations to managers for Loan Committees., • Obtain, review, and approve all construction documents (e.g., AIA G702/703 forms, contracts, draw procedures) prior to closing ensuring documentation algins with regulatory compliance areas, policies and procedures and best practices., • Collaborate with internal teams, including underwriting/closing, accounting, and disbursement agents to ensure smooth operations., • Leveraging technology to manage documentation files, including uploading documents, entering budget numbers, and reconciling expenses., • Ensure proper documentation is filed for audits and regulatory reviews. ESSENTIAL SKILLS: • Knowledge of SBA and commercial construction lending practices and procedures is preferred., • Understanding of budgeting & accounting principles., • Familiarity with construction funding basics preferred., • Fluency in construction finance, the building process, and associated language preferred., • Technologically-savvy with a mastery of Adobe Acrobat DC, Microsoft 365 (Excel, Word, PowerPoint, OneDrive, Salesforce, Built), and other software platforms., • Detail oriented and possess excellent interpersonal, organizational, and communication (verbal and written) skills., • Ability to problem solve and work independently., • Must possess the ability to prioritize and support various activities simultaneously., • Ability to thrive in a deadline-driven environment, including demonstrating excellent time management, organization, and planning skills., • Ability to learn quickly, adapt to new processes, and work in a collaborative environment., • Ability to establish and maintain effective work relationships., • Detailed oriented and possess excellent interpersonal organization and communication (verbal and written) skills., • Medical, dental, vision, • 401(k) with employer match, • Life and long-term disability coverage, • HSA and FSA plans, • Holidays and paid time off requests, • Robust wellness program (we’re talking catered meals three times a week, lunch and learns, and onsite gym!) Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2024! Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans. Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws. Physical and Other Requirements This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. • Stationary Work: The employee is frequently required to stand; walk; use hands to type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects., • Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc., • Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English., • Work Model: The employee in this position will work either a fully Onsite or Hybrid work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions., • Utah-based employees: Hybrid work schedule available after initial training period in our Salt Lake City, Utah office – department and job requirements will determine eligibility.

Job DescriptionCompany Overview: Wasatch Global Investors is a leading independent investment management firm specializing in global small-cap, mid-cap and micro-cap equities. We have a fifty year history of delivering superior investment results to our clients across the globe. Wasatch is a 100% employee-owned firm with 93 employees managing approximately $26B in AUM out of our Salt Lake City, Utah headquarters. At our core, we are team-oriented, high-quality growth investors focused on active management and a long-term investment horizon. Position: Client Portfolio Manager (U.S. Equity Strategies) Location: Salt Lake City, Utah Role Summary: The U.S. Client Portfolio Manager (CPM) is a multi-faceted, senior role at Wasatch working collaboratively with the investment research team as well as client facing and marketing roles. The CPM will be expected to integrate with our U.S. investment team to understand our portfolio investments and communicate our U.S. equity investment strategies, performance, and market insights to internal and external constituents. The CPM will play a key role in building and maintaining strong relationships with our institutional and retail clients, acting as a proxy for the investment team in client and marketing meetings, as well as leading the aggregation, interpretation, and presentation of complex investment data to support other client and fundraising interactions. A qualified candidate will have extensive experience in investment management, either directly working as a portfolio manager, analyst, or CPM, or as a decision maker at a consultant or allocator. The U.S. CPM’s skills and expertise will help drive Wasatch’s client acquisition and retention and AUM/firm growth. Responsibilities:1.Client Relationship Management: • Cultivate and nurture relationships with existing and prospective clients, • Understand their investment needs, risk tolerance, and financial goals, • Provide tailored investment client service for our equity offerings2.Investment Communication:, • Articulate our investment philosophy, process, and performance to clients, • Conduct regular portfolio reviews and market updates, • Collaborate with sales and marketing teams to create compelling investment marketing materials, white papers and investment insights, • Assist the research team in preparing for meetings & client engagements3.Product Expertise:, • Gain deep understanding of Wasatch’s U.S. equity funds and strategies, • Explain investment decisions, holdings, and performance drivers, • Address client inquiries and concerns promptly and professionally4.Sales Support:, • Assist the sales team in client meetings, presentations, and RFPs, • Provide technical expertise and respond to due diligence requests, • Participate in industry conferences and events5.Market/Investment Insights:, • Stay abreast of U.S. equity markets, economic trends, and industry developments, • Share relevant investment/market insights with clients and internal teams, • Generate strategy-level and broad equity market research that helps clients understand strategy performance and the current market opportunities Qualifications:, • Bachelor’s degree in finance, economics, or related field (MBA/CFA preferred), • Minimum of 10 years of experience in client portfolio management or related roles, e.g., equity research, equity manager research or equity strategy, • A passion for markets and investing, solid analytical skills, intellectual curiosity and a growth-oriented mindset, • Strong knowledge of U.S. equity markets and investment products, • Excellent communication, research, presentation, and relationship-building skills, • Success working in a team-based, collaborative environment, • Experience using Factset, Bloomberg, Barra, or similar systems, • Series 7 and 63 licenses (or willingness to obtain)Why Wasatch Global Investors?, • A collaborative, entrepreneurial and supportive work environment, • A commitment to active management and long-term investing

Who We Are Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in New York City, Salt Lake City, Chicago, London, Edinburgh, Pune and Dubai. The Role As an Investment Data Analyst, you will partner with clients to integrate and analyze multi-asset class portfolios, performance data, and market data from a wide range of sources. You’ll consult on investment workflows, ensuring accuracy and consistency, while collaborating closely with other Data Solutions Consultants and internal teams to deliver seamless client outcomes. This role is ideal for someone who thrives at the intersection of finance and data, is solutions-oriented, and enjoys working directly with clients. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $90,000 - $112,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. What You’ll Do • Translate unique client requirements into flexible and scalable investment data solutions, • Lead data conversion projects to integrate historical portfolio data from legacy systems into Addepar, • Work directly with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources, • Consult with clients on investment data workflows, ensuring accuracy, consistency, and scalability, • Collaborate closely with other Data Solutions Consultants on technical implementations to ensure smooth onboarding and delivery, • Identify and drive opportunities to improve processes, tools, and data quality standards, • Communicate proactively and professionally with clients and internal stakeholders Who You Are • Minimum 2+ years of experience working in technology, finance, or consulting, • Deep understanding of a wide range of financial instruments, including equities, fixed income, derivatives, and alternative investments, • Hands-on experience working with complex investment datasets, including multi-asset class portfolios, performance data, and market data from various sources, • Solution-oriented mentality and passion for problem-solving, • Excellent communication, organizational, and time-management skills\, • Strong work ethic, proactive, and a high-contributing teammate, • Highly organized with close attention to detail, driven to make processes more efficient, • Independent, adaptable, and able to thrive in a fast-paced environment, • Strong proficiency with Excel (pivot tables, lookups, nested formulas, data cleaning/validation); ability to structure and manipulate complex datasets, • Experience with Python programming language is a bonus but not a requirement Our Values • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes., • Build Together - Collaborate to unlock the best solutions. Deliver lasting value., • Champion Our Clients - Exceed client expectations. Our clients’ success is our success., • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry., • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ___.

Innovate with purpose At BILL, we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools, we help businesses—from startups to established brands—make smarter decisions and gain control of their operations. And we don’t stop there: we’re creating the future of financial automation so businesses can spend more time on what matters. Working here means you become part of a vision-driven team that’s ready to tackle challenges and build cutting-edge solutions. We value purpose, drive, and curiosity—and we thrive in a fast-paced, ever-changing environment. Whether in one of our offices in San Jose, CA, Draper, UT, or working remotely, BILLders collaborate to deliver real impact for businesses that need more time in their busy weeks. BILL builds high performing teams and we seek to hire the best talent for every role. We're committed to building a workplace that fosters inclusion and diverse perspectives, valuing each person’s unique skills and experiences. We’d love to hear from you—you might be just what we’re looking for, whether in this role or another. ✨ Let’s give businesses more time for what matters. Make your impact within a rapidly growing Fintech Company Join our Data & Analytics – Data Enablement team, where we empower the business with scalable, reliable, and actionable data solutions. As a Principal Data Analyst, you will play a pivotal role in architecting robust data pipelines, auditing data quality, and enabling advanced analytics across the organization. This is an opportunity to shape the future of data-driven decision-making at BILL, collaborating with cross-functional teams to deliver high-impact insights and drive innovation. Responsibilities: • Audit and enhance existing data infrastructure, proactively identifying and resolving data quality issues., • Design and implement analytics solutions that enable self-service and empower analytics with greater clarity & velocity., • Architect and optimize end-to-end data pipelines to ensure data integrity, scalability, and performance., • Collaborate with data platform, data enablement, and analytics teams to define data requirements and deliver integrated solutions., • Lead the development and adoption of best practices for data governance, documentation, and process automation., • Mentor and guide team members, fostering a culture of continuous learning and technical excellence., • Evaluate emerging technologies and recommend tools or frameworks to advance the team’s capabilities. We’d love to chat if you have: • Deep expertise in data architecture, pipeline development, and analytics solution design., • Proficiency with modern data platforms (e.g., Snowflake, BigQuery), ETL tools, and SQL., • Strong problem-solving skills and a track record of driving data quality and process improvements., • Excellent communication and collaboration abilities, with experience working cross-functionally., • A passion for mentoring others and advancing data best practices within a high-growth environment. Visa Sponsorship: Please note that this position is not eligible for visa sponsorship. Applicants must have authorization to work in the United States without requiring visa sponsorship now or in the future The estimated salary range for this role is noted below for our San Jose based role. Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits. San Jose pay range$185,100—$230,900 USD The estimated base salary range for this role is noted below for our office location in Draper, UT. Additionally, this role is eligible to participate in BILL’s bonus and equity plan. Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits. Draper UT pay range$157,400—$196,200 USD What’s in it for you? Redefining how businesses automate their work is a fast-paced, exciting, and fun environment. But we also have benefits and perks to ensure the magic isn’t only experienced by our customers, but by our employees as well. Here is a preview of some of the amazing benefits here at BILL: • 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP), • HSA & FSA accounts, • Life Insurance, Long & Short-term disability coverage, • Employee Assistance Program (EAP), • 11+ Observed holidays and wellness days and flexible time off, • Employee Stock Purchase Program with employee discounts, • Wellness & Fitness initiatives, • Employee recognition and referral programs, • And much more Don’t believe us? Check out our culture, benefits, and teams on our ___, ___, or ___ pages. BILL is an Equal Opportunity Employer. We believe our best ideas come from the unique stories, perspectives, and experiences of our team members. We welcome people of all backgrounds, abilities, and identities to bring their authentic selves and contribute to our culture. We are committed to a transparent, inclusive hiring process that reflects our values. If you need accommodations at any stage, please contact ___. Our ___ describes how BILL treats the personal information it receives from applicants.

A&K Railroad Materials Inc. is a leading supplier of new and used railroad track materials. A&K has sales offices, and a network of storage and distribution facilities strategically located throughout the United States. Together, these offices and inventory locations maintain an extensive and comprehensive inventory of track materials across the nation. Our mission is to provide innovative solutions to promote lasting railway infrastructure. We are looking for a technically skilled and solution-oriented Data Analyst to join our Salt Lake City, UT office. This role is central to providing business intelligence and supporting data-driven decision-making across all departments. We’re in the midst of a meaningful cultural transformation. We’re building a company where clarity of expectations, personal accountability, and team results are the norm. Our people show up, follow through, and take pride in getting things done together. This role requires someone who can not only write SQL queries and build Power BI dashboards, but also collaborate across departments, ask the right questions, and translate business needs into technical solutions. We need someone who thrives with clear goals but can navigate the ambiguity between the problem and the solution with confidence, creativity, and ownership. Key Tasks • Develop and maintain dashboards and reporting tools (Power BI, Excel) that serve various departments, • Work directly with Sales, Operations, Accounting, and other teams to understand reporting needs and translate them into scalable data solutions, • Support regular reporting cycles (weekly/monthly/quarterly) by preparing and distributing standardized reports to stakeholders, • Help define and track key performance indicators (KPIs) across departments to measure progress toward business goals, • Identify opportunities to automate manual processes and increase operational efficiency, • Support training efforts by helping end users understand and navigate dashboards and reports, • Assist in data quality efforts by identifying anomalies, missing data, or inconsistencies and coordinating with appropriate teams to resolve them, • Strong communicator who can ask thoughtful questions to uncover real needs, • Creative problem-solver, • Comfortable collaborating across departments and understanding different perspectives, • Personally accountable and highly reliable — you “own it” and follow through, • Strong interpersonal skills, with a team-first mindset and professional presence Qualifications / Requirements • Proficient in building dashboards and reports using Power BI and Excel, • Demonstrated ability to work cross-functionally and gather business requirements, • Excellent documentation habits and attention to detail, • Experience analyzing operational, financial, or sales data is preferred, • Experience with Microsoft Dynamics 365 is a plus We are building a strong, healthy organization grounded in: • Clarity – We strive for clear expectations in every area of our business, • Teamwork – We prioritize team success over personal agendas, • Accountability – We own our work and follow through, • Results – We care about delivering value, not just completing tasks

About the Role At SoFi, we’re on a mission to help our members achieve financial independence and reach their goals — from owning a home to paying off debt to investing for the future. Our Operations team is at the heart of delivering a world-class member experience. We’re looking for a Staff Data Analyst to join our Operations Performance Management team. In this role, you’ll turn data into insights and insights into action. You’ll help us understand what drives performance, where we can improve, and how we can continue to deliver seamless experiences to our members. This role will report to the leader of Ops Business Intelligence and will work closely with our VP of Operations. This is a highly visible role within SoFi’s data science and Business Intelligence community and directly contributes towards key company goals and objectives. What You’ll Do ● Build and maintain agent scorecards, dashboards, reports, and KPIs that measure operational performance and the member experience. ● Conduct variance analysis, root cause investigations, and deep-dive studies to identify opportunities for improvement. ● Partner with Operations leadership to analyze performance drivers and develop actionable recommendations that enhance efficiency and quality. ● Translate data findings into clear insights and stories that influence strategic decisions. ● Collaborate with Product, Engineering, Data Science, and other partners to ensure reliable data sources and scalable reporting infrastructure. ● Promote a data-driven culture across Operations by empowering teams with tools, training, and analytical best practices. What You’ll Need ● Bachelor’s degree in Data Science, Statistics, Analytics, Economics, Engineering, or a related field (Master’s preferred). ● 5+ years of experience in data analytics, operations analytics, or business intelligence. ● Advanced SQL skills and experience with visualization tools such as Tableau, Looker, or Power BI. ● Proven ability to perform root cause and variance analysis in operational settings. ● Excellent communication skills — able to simplify complex data and influence non- technical audiences. ● Strong business acumen and a passion for improving member experiences through data. Nice to Have ● Experience in financial services, fintech, or contact center operations. ● Familiarity with Python, R, or other analytical tools. ● Knowledge of process improvement frameworks (Lean, Six Sigma, etc.)

Are you a Financial Analyst ready to work with operations, R&D, and accounting to drive insights and performance? We are looking for someone analytical, detail-oriented, and eager to grow within a purpose-driven CPG company! This Jobot Job is hosted by: Ray Madden Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $70,000 - $85,000 per year A bit about us: A high-growth, consumer-focused food brand headquartered in the Rocky Mountains is seeking a Financial Analyst to support its Supply Chain Finance function. Why join us? This team member will collaborate with operations, accounting, and R&D to drive smarter decision-making and improve financial performance. Ideal for someone who thrives in a fast-paced, mission-driven environment with a passion for wellness and nature. Job Details Highlights: Support monthly close, variance analysis, and budget-to-actual reporting Analyze trends across cost of sales and operational expenses Contribute to budgeting, forecasting, and system/process improvement Prepare financial models and ad hoc analysis for supply chain initiatives Develop fluency with financial systems and data structures to improve reporting accuracy Be part of a collaborative, entrepreneurial team working to scale a nationally recognized brand Qualifications: Degree in Finance, Accounting, Economics, or Supply Chain 1+ years of financial analysis or accounting experience Strong Excel & PowerPoint skills; FP&A software a plus Detail-oriented, self-motivated, and collaborative mindset Strong communication skills with the ability to explain financial data to non-finance partners Demonstrated ability to manage multiple projects with tight timelines Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy