Analyst (Finance)

TL;DR

Analyst (Finance): Collection and analysis of confidential management information for Capital Solutions businesses with an accent on P&L and pipeline review. Focus on driving regular reporting, budgeting, planning, and delivering ad-hoc financial analysis.

Location: Salt Lake City, UT, United States

Company

A leading global investment banking, securities and investment management firm founded in 1869.

What you will do

• Conduct daily review and maintenance of highly confidential management information.
• Manage P&L and pipeline reviews to drive regular financial reporting.
• Act as a liaison between CSG Finance, investment bankers, and other internal divisions.
• Assist in the preparation of weekly, monthly, quarterly, and ad-hoc reports.
• Support budgeting and planning processes.

Requirements

• Bachelor’s degree (Finance or Accounting preferred).
• Proficiency in MS Office (Excel, Word, PowerPoint).
• Strong analytical capabilities and attention to detail.
• Ability to meet tight deadlines and prioritize heavy workloads.
• Confident written and oral communication skills.

Nice to have

• Knowledge of Tableau.

Culture & Benefits

• Commitment to fostering diversity and inclusion in the workplace.
• Extensive training and professional development opportunities.
• Access to firmwide networks and mentorship.
• Comprehensive wellness, personal finance offerings, and mindfulness programs.