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Financial Reporting Associate Jobs in Utah (NOW HIRING)

Client Delivery Specialist - Associate

Salt Lake City, UT ยท Hybrid

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data ... Financial reporting and data aggregation tools: * Analyze and explain portfolio performance results.

Work closely with the Controller, Billing Manager, and Revenue Operations Manager to support accounting projects, financial reporting, month end close, and other duties as assigned. Who You Are โ€ข ...

Communicate proper transaction recording to delivery associates * Perform cash handling in ... Ensure Integrity in Financial reporting * Value creation using modern tools and methods * Empower ...

Communicate proper transaction recording to delivery associates * Perform cash handling in ... Ensure Integrity in Financial reporting * Value creation using modern tools and methods * Empower ...

Communicate proper transaction recording to delivery associates * Perform cash handling in ... Ensure Integrity in Financial reporting * Value creation using modern tools and methods * Empower ...

Associate Director of Finance, Sales & Marketing

Lehi, UT ยท On-site

$120 - $150/hr

  • Medical

  • Retirement

  • PTO

Position Title Associate Director of Finance, Sales & Marketing Company Reef Capital Salary $120 ... Prepare financial summaries and performance narratives for executive and cross-functional reporting ...

Accounting Clerk

Salt Lake City, UT ยท Remote

$18 - $23/hr

  • Medical

  • Dental

  • Vision

  • PTO

This position reports directly to the Director of Finance and is responsible for maintaining ... Associate degree in Accounting, Finance, Business, or a related field, or equivalent professional ...

Accounting Clerk

Salt Lake City, UT ยท On-site

$18 - $23/hr

  • Medical

  • Dental

  • Vision

  • PTO

This position reports directly to the Director of Finance and is responsible for maintaining ... Associate degree in Accounting, Finance, Business, or a related field, or equivalent professional ...

Consumer Finance Associate Attorney

Salt Lake City, UT ยท On-site

$260K - $310K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... Financial Regulatory practice. The team advises banks, credit unions, FinTech companies, non-bank lenders, servicers, consumer reporting agencies, and technology providers on a broad range of federal ...

Financial Aid Counselor - RVU

Ivins, UT ยท On-site +1

$35K - $47K/yr

This position reports to the Associate Director, Financial Aid. About Rocky Vista University Rocky Vista University is a health sciences university dedicated to providing quality healthcare education ...

Showing results 41-60

Financial Reporting Associate information

What are some common challenges financial reporting associates face when consolidating financial statements across multiple entities?

One common challenge Financial Reporting Associates encounter is ensuring accuracy and consistency when consolidating financial statements from various subsidiaries or departments, especially if each uses different accounting systems or follows slightly different processes. This often requires strong attention to detail, effective communication with other teams, and a solid understanding of relevant accounting standards like GAAP or IFRS. Additionally, tight reporting deadlines can make it more difficult to resolve discrepancies quickly, so time management and problem-solving skills are crucial for success in this role.

What does a financial reporting associate do?

A Financial Reporting Associate is responsible for preparing, analyzing, and presenting financial statements and reports for an organization. They ensure that all financial documents comply with regulatory requirements and company policies. Their role often includes collaborating with accounting teams, assisting with audits, and supporting the month-end or year-end close processes. Attention to detail, strong analytical skills, and knowledge of financial regulations are essential for success in this position.

What is the difference between Financial Reporting Associate vs Financial Analyst?

AspectFinancial Reporting AssociateFinancial Analyst
Primary FocusPreparing financial statements, ensuring compliance, and reporting accuracyAnalyzing financial data, forecasting, and providing investment insights
Required SkillsAccounting knowledge, attention to detail, familiarity with reporting standardsFinancial modeling, data analysis, strategic thinking
CertificationsCPA or similar accounting credentials often preferred CFA, CPA, or related certifications beneficial
Work EnvironmentCorporate finance or accounting departments, often in finance or accounting firmsInvestment firms, corporate finance, consulting

The main difference is that Financial Reporting Associates focus on preparing and verifying financial reports, ensuring compliance with standards, while Financial Analysts analyze financial data to support decision-making and strategic planning. Both roles require strong analytical skills and relevant certifications, but their core responsibilities differ in scope and purpose.

What are the key skills and qualifications needed to thrive as a financial reporting associate, and why are they important?

To thrive as a Financial Reporting Associate, you need strong analytical abilities, attention to detail, and a background in accounting or finance, typically supported by a bachelor's degree. Familiarity with financial reporting standards (like GAAP or IFRS), advanced Excel skills, and experience with ERP systems such as SAP or Oracle are commonly required. Excellent organizational skills, clear communication, and the ability to work under deadlines help individuals excel in this role. These skills ensure the accurate preparation of financial statements, compliance with regulatory requirements, and effective collaboration with stakeholders.

Is a financial reporting associate a good career?

A financial reporting associate is a valuable role in finance, responsible for preparing and analyzing financial statements and ensuring compliance with accounting standards. It offers opportunities for skill development in accounting, data analysis, and familiarity with financial software, making it a solid entry or mid-level career path in finance. Career growth can lead to senior accounting or finance positions, especially with relevant certifications like CPA or CFA.

What are the most commonly searched types of Financial Reporting jobs in Utah?

The most popular types of Financial Reporting jobs in Utah are:

What are popular job titles related to Financial Reporting Associate jobs in Utah?

For Financial Reporting Associate jobs in Utah, the most frequently searched job titles are:

What cities in Utah are hiring for Financial Reporting Associate jobs?

Cities in Utah with the most Financial Reporting Associate job openings:

Infographic showing various Financial Reporting Associate job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution.

Client Delivery Specialist - Associate

iCapital

Salt Lake City, UT โ€ข Hybrid

$75K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 10 days ago


Job description

About the Role

iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize, assist clients with issues, work on special projects, and help with ad-hoc tasks associated with building an innovative company. This role is a mix of finance and technology.

Responsibilities

  • Financial reporting and data aggregation tools:
    • Analyze and explain portfolio performance results.
    • Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects.
    • Perform analysis of private equity and hedge fund statements for input into the system
    • Work with clients and partners to resolve data issues.
  • Develop and strengthen client relationships:
    • Help manage client onboarding, client account setup and training and day-to-day support and issue management.
  • Software maintenance and setup:
    • Perform system setup and configuration, new client setup, new financial account and asset set-up and classification.
    • Assist in data feed management.
    • Create custom reports based on client-specific needs.
    • Liaise with the vendor partners for enhancements, and system and data issues.
  • Work as part of a team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
  • Establish operational effectiveness through the development and adoption of policies, procedures, and controls.
  • Assess and act upon client and company needs proactively.

Qualifications

  • 3-5 years of experience in a related field
  • Bachelor's degree from an undergraduate program
  • Excellent customer service skills and the ability to foster and maintain effective relationships
  • Strong understanding of financial instruments
  • Experience with RIA/Wealth management policies, procedures, and client serviceย 
  • Experience working with wirehouses or custodians
  • Organized and self-motivated with the ability to prioritize tasks and meet deadlines
  • Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
  • Comfortable with technology, software tools, and applications:
    • Able to learn new software quickly
    • Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms
    • Experience with planning tools such as eMoney, MoneyGuidePro, or similar software
    • Strong MS Excel and PowerPoint skills
    • Basic knowledge of database concepts, and any type of programming
    • Working knowledge of Photoshop, HTML design, and/or similar tools
  • Knowledge of various financial products and indices, particularly:
    • Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA
    • Alternative investments
    • Performance reporting calculations and methodologies
    • Portfolio management and rebalancing
    • How Family Offices, RIAs, and investment advisors work
  • Critical thinker, that possesses strong problem-solving skills and can summarize information clearly and concisely, both written and verbal
  • Collaborative and able to thrive in a team environment while working independently
  • Able to learn quickly and adapt to an expanding environment

Benefits

The base salary range for this role is $75,000 to $85,000.ย  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-usย  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.