8 Financial Analysts jobs in Lehi
Financial Analyst
Posted today
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Job Type
Full-time
Description
The Financial Analyst is focused on analyzing, tracking, and reporting on Wheeler Machinery's financial objectives. This position will work with a Senior Financial Analyst and operational department managers to prepare budgets, forecasts, and financial analysis and other ad-hoc reporting as assigned.
This is a 100% in-office role, Monday to Friday, located in Salt Lake City, Utah.
Duties & Responsibilities:
- Assist in the development and maintenance of the annual budget and periodic financial forecasts.
- Perform variance analysis, comparing actual results to budgeted figures, and provide explanations for any significant discrepancies.
- Perform financial analysis on revenues, gross margins, profitability, product pricing, inventory, costing, SG&A, and project-based IRR.
- Ensure that financial models are accurate, reliable, and aligned with business objectives.
- Monitor operational and financial results. Support and validate the accuracy of operational KPI reporting measures and tools. Provide value add feedback.
- Prepare regular financial reports, dashboards, and presentations for senior management, highlighting key findings and insights.
- Support the preparation of monthly, quarterly, and annual financial reports, including income statements, balance sheets, and cash flow statements.
- Provide ad hoc financial reports and analysis as requested.
- Support operating departments with annual budget and monthly forecasting.
- Track performance against budgeted objectives and provide detailed variance analysis and value add feedback.
- Ensure the accuracy and integrity of financial data by working closely with accounting and finance teams.
- Provide insights to operational teams for continued process improvement.
- Always think safety first.
- Bachelor's degree, preferably in Accounting, Quantitative Economics, or Finance. (Open to candidates that are on-track for graduation in 2025).
- Excellent computer skills, including advanced Excel knowledge.
- Strong interpersonal skills for effectively interacting with all levels of company personnel.
- Strong proficiency in financial modeling and analysis, with advanced Excel skills (e.g., financial formulas, pivot tables, macros).
- Strong attention to detail and accuracy, with the ability to manage multiple tasks and meet tight deadlines.
- Solid written and verbal communication skills and the ability to prepare oral and written reports.
- Knowledge of financial analysis practices and methods.
- Self-starter who can work either independently or as part of a team to meet deadlines.
- Ability to identify, research, coordinate, and resolve issues.
- Must be organized and detail oriented.
- Ability to take large sets of data and make it useful.
- Proficiency with SQL
- Understanding of multi-dimensional financial reporting.
- Experience using analysis and data visualization tools (Power BI/Tableau)
- Experience with and/or understanding of Six Sigma, Lean, 5S.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c).
Financial Analyst Junior
Posted today
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Job Description
Interview: 1 round of interview on Zoom
Location: 680 West 1000 South, South Jordan UT 84095 (On-Site)
Pay Rate: $23.37/hr
Job Description
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.
Responsibilities
- 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.
Requirements
- 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.
Qualifications
- Bachelor's 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.
Should you accept an offer for an opportunity, with this client, we do require a background check (7 years and active cases), fingerprinting which will include verifying your education and your employment history for the last 7 years. You may be required to provide documentation (copy of your diploma, W2's or Paystubs) to help us verify this information
#TMCS
Financial Analyst, Employee Benefits

Posted 6 days ago
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Job Description
As an **Employee Benefits Financial Analyst** , you will provide analytical support to Business Advisors and client services team. **You will** **build relationships** with internal and external customers while providing guidance and assistance. **You will have continuous learning** and development opportunities to work towards your career goals.
**We are the perfect fit if you:**
+ Are seeking a progressive work environment at a rapidly growing organization
+ Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
+ Are focused on learning and development to enhance your industry knowledge and expertise
+ Are a self-starter willing to invest time and energy to learn the technical aspects of our business
+ Believe in integrity and building success by developing relationships with others
**Your job responsibilities as an Employee Benefits Financial Analyst**
+ Provides analytical support to meet the data and reporting needs of our clients. Serve as a reporting and analytics Subject Matter Expert (SME) for internal and external stakeholders, providing information and guidance in resolving inquiries. Develop routine reports for clients to include renewal information, renewal history, mid-year planning, stewardship, monthly or quarterly utilization and claims analysis, etc.
+ Creates custom reports as needed to assist in answering client inquiries, including plan cost variances, plan change analysis, claim history, claim projections, etc. and conduct complex analysis of data when required. You will prepare renewal information, which includes plan data, census, and renewal history.
+ Develops and communicates strategy for RFPs, results and reports to carrier partners/vendors. Responsible for the new and renewal submission and implementation as it relates to the quoting process. Progressive project management for the timely renewal process concerning quality, deadline, workflow, communication and carrier coordination.
+ Interprets client's needs and makes recommendations on direction of RFP and contribution analysis.
+ Quoting new and renewal groups
+ Understands and analyzes the respective markets and products in order to find the best solutions to meet client's needs.
+ Examines benefits and claims data for inclusion in RFPs, organizes carrier & vendor bids received and follows up on non-responses and late submissions.
+ Negotiates with carriers throughout the RFP process.
+ Addresses carrier questions during RFP process and advises carriers on the client benefit strategy.
+ Support Account Executive with data gathering of benchmarking, strategic planning and reporting duties.
+ Conducts claims analysis and contribution modeling.
+ Interprets census data and evaluates it for accuracy.
+ Communicates with Account Executives and Producers on status of marketing activity.
+ Reviews insurance bids for compliance with specifications, identifying key differences in bids, and maintaining client databases within internal systems.
+ Creates and updates templates used during the strategy and marketing process.
+ Adds to and maintains client access to external online portals.
+ Provides training as a subject-matter-expert to other Client Services team members on various topics.
+ Manages and assists with client-related service issues.
+ Attend carrier sales meetings, trainings, and webinars.
+ Maintaining detailed knowledge of new and existing products and relaying between carriers, Account Executives & Producers.
+ Communication and coordination with the carriers and internal HUB Team.
+ Expert user in BenAdmin, workflow, carrier and proposal systems.
+ Perform research and problem resolution of data issues using multiple systems, tools and resources.
+ Maintains positive relationships both internally and externally.
+ Ensures we're meeting HUB turn-around times as outlined in the KPIs.
+ Assist in the development and implementation of new processes and procedures.
+ Functions as the analytical subject matter in strategy meetings with Account Executive and Producer.
+ Works within the project management tool SmartSheet.
**Qualifications:**
+ Bachelor's degree from college or university preferred
+ Minimum two years of experience in benefit brokerage, benefit data analytics, benefits/insurance administration, or related field preferred
+ An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications
+ Must have experience marketing group benefits to carriers
+ Experience with self-funded plans is required
+ Must be a critical thinker, with strong communication, interpersonal, multi-tasking and organizational skills
+ Excellent verbal and written communication skills
+ The preferred candidate is a team player with a great attitude, self-motivation and the ability to work in a fast-paced environment
+ Strong communication, interpersonal, multi-tasking, and organizational skills required
+ Must be thorough, detail-oriented and is responsible for working with confidential information
+ Ability to accommodate immediate requests, perform under short deadlines and coordinate multiple jobs
+ Ability to function independently with minimal supervision
**Why Choose HUB?**
At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program ( endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Financial Analyst - Needed For South Jordan UT - Apply Now
Posted today
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Job Description
We have this Contract opportunity for Financial Analyst with our Direct Client Global Banker. Please let us know if this is something that interests you. If this is not a good match to your profile, please accept my apologies for the inconvenience caused and appreciate your assistance to share the details that shall be a good fit for the role NoteThe person will start on-site. 1 round of interview on Zoom 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. Title: Financial Analyst - Gain and Loss Team Location: South Jordan, UT Requirements: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. Qualifications:Bachelor’s 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. Regards, Peter Swamy Sr. Recruiter, Lenmar Consulting, Inc Direct : P: Ext – 4007 A: Plaza 5, 185 Hudson St, Jersey City, NJ 07311
Business Systems Analyst, Financial Systems
Posted 5 days ago
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Job Description
We're looking for a datadriven Business Systems Analyst, Financial Systems who can connect the dots between our gotomarket stack (Salesforce Marketing Cloud, Sales/Service Cloud, Magentrix, MindMatrix, Vitally) and our finance technology ecosystem (CPQ/Billing, Sage Intacct/NetSuite). You'll partner closely with our Business Systems Product Manager for Finance to ensure campaigntocash data flows are seamless, compliant, and insightready.
- This position will be hybrid based out of our Lehi, UT HQ
- Reports to: Sr Group Product Manager, Business Systems
- Build & Optimize Marketing Automation - Design journeys, Email Studio sends, and multichannel automations that sync flawlessly with CRM and campaign attribution.
- Partner Technology Configuration - Maintain Magentrix PRM, MindMatrix portals, PartnerStack incentives, and Vitally success integrations.
- QuotetoCash Data Mapping - Document Q2C/O2C flows; define fieldlevel mappings, validation logic, and reconciliation rules with Finance.
- Integration Monitoring & Support - Monitor and troubleshoot CRM/CPQ/Billing ERP integrations; establish automated alerts and errorhandling.
- Roadmap & Delivery - Translate objectives into epics, user stories, acceptance criteria, and phased releases; drive configuration, UAT, and cutover.
- Analytics & Insights - Build dashboards linking campaign spend to pipeline and recognized revenue; surface insights for Marketing, Finance, and FP&A.
- Enablement & Change Management - Create documentation, training, and workshops that boost adoption and empower selfservice.
- 2+ years in Marketing Systems, Business Systems, or Revenue/Sales Ops within a SaaS environment.
- Handson administration and working knowledge of Salesforce with experience in Sales Cloud, CPQ, and Billing.
- Familiarity with Sage Intacct or NetSuite and an understanding of O2C/R2R processes and basic GAAP concepts.
- Proven BA toolkit-process mapping, user stories, UAT scripts, and Agile delivery management.
- Proficiency in Excel & Jira ; ability to experience working on debugging complex data and integration issues.
- Clear communicator who can translate between Sales & finance stakeholders, and engineers.
- Comfort with SDLC and changecontrol processes required for SOX/ITGC compliance.
- Hungry to Grow and understand all Business Process
- Extreme Ownership - Reach out to Stakeholders on your own, Self Learning, Self Motivated
- Steward Leader - We don't own the Process, we own how well the process works
- Salesforce Administrator or ERP Systems Administration Background.
- Experience with iPaaS/ETL tools (MuleSoft, Boomi, Workato) and REST/SOAP APIs.
- Exposure to compliance standards such as SOX and ASC 606 .
Weave is an equal opportunity employer that is committed to fostering an inclusive workplace where all individuals are valued and supported. We welcome anyone who is hungry to learn, problem-solve and progress regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or other applicable legally protected characteristics. If you have a disability or special need that requires accommodation, please let us know.
All official correspondence will occur through Weave branded email. We will never ask you to share bank account information, cash a check from us, or purchase software or equipment as part of your interview or hiring process.
Analyst-Compliance, Global Financial Crimes Compliance, Audit Management

Posted 6 days ago
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Job Description
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
**Team Overview:**
American Express' Global Financial Crimes Compliance (GFCC) team is responsible for leading the enterprise-wide Anti-Money Laundering, Sanctions, and Anti-Corruption compliance functions. This team has global responsibility for identifying, investigating, and reporting suspicious activity, including money laundering and terrorist financing, and provides broad analytical and operational support for the company's enterprise-wide AML functions. GFCC is part of the broader Global Risk & Compliance organization.
The Program Governance team oversees project management, inter-company agreements (ICA), issue management, the new product approval process, audit and review management, and financial institution due diligence (FIDD) for GFCC.
This is an exciting opportunity to join the GFCC Program Governance team in a role that will help the successful applicant build knowledge of virtually all GFCC processes, create relationships with stakeholders across GFCC, Compliance, and all lines of defense, and lead impactful decisions and projects.
**Role Overview:**
This role will focus on Audit Management, Regulatory Response Management, and as applicable, Finding Management. In addition, the role will support the broader GFCC Program Governance team in other Audit Management, Financial Institution Due Diligence, and Product Approval work.
**Audit Management:**
Global Financial Crimes Compliance (GFCC) is reviewed by various oversight teams including the Internal Audit Group (IAG), Independent Compliance Testing (ICT), and Global Risk Oversight. These reviews, associated requests, and resulting responses are managed and/or tracked centrally by the GFCC Audit Management function. This work requires broad understanding of all Financial Crimes Compliance disciplines and detailed understanding of GFCC organization and structure. As part of this function, the analyst will interact with all levels of leadership, provide regular updates to stakeholders, and ensure that stakeholders send and receive timely responses.
Audit Management also includes oversight of findings and action plans resulting from these reviews to ensure on-time closure.
**Regulatory Response Management:**
AMEX is subject to financial institution regulation and oversight in markets around the world. Similar to Audit Management, this work requires understanding of Financial Crimes Compliance processes and structure. Additionally, the analyst will need to work with stakeholders to interpret regulatory requests and questionnaires based on the unique circumstances within each market, including AMEX's status as either an issuer, acquirer or network operator, the level of outsourcing in the market, and where services may be provided between legal entities.
**Financial Institution Due Diligence:**
The analyst may help support responses to financial crime-related inquiries by third-party financial institutions with which American Express has relationships or is establishing a relationship. The analyst will work with GFCC SMEs to ensure appropriate responses for each of American Express's legal entities, lines of business, and markets are provided to financial institutions.
**Product Approval:**
The analyst may provide some support to Product Approval functions on the Program Governance team. Product Approval consists of understanding new product initiatives for American Express products, socializing those initiatives with GFCC Subject Matter Experts, and guiding the initiative through the review, sign off, and formal approval processes required by AEMP54.
**Responsibilities:**
+ Coordinate and manage communication between non-GFCC stakeholders, GFCC SMEs, and GFCC Leadership to address detailed questions regarding GFCC processes.
+ Manage multiple project and request deadlines to ensure compliance with IAG, Risk Oversight, and Compliance Testing requirements.
+ Maintain documentation and evidence for requests and responses.
+ Become an expert in GFCC processes, including Sanctions Screening, Transaction Monitoring, Investigations, Risk Management, etc. to provide direction and context to all stakeholders.
+ Contribute to and provide support to DFS504, Finding Management, FIDD, and New Product Approval processes as needed, including coordinating with the other managers and analysts on the Program Governance team to ensure appropriate resourcing as priorities and demands change.
**Minimum Qualifications:**
+ Three years professional experience
+ Two years in any of the following areas: Transaction Monitoring, Suspicious Activity Reporting, Sanctions/Politically Exposed Persons (PEP) Screening, Regulatory Exam Management, Audit Management, or other Compliance functions.
+ Experience with and/or knowledge of Global Financial Crimes Compliance roles/responsibilities and application platforms.
+ Strong written and verbal communication skills; ability to interact with all levels of management.
+ Strong skills with Microsoft Office products including Excel and PowerPoint.
+ Ability to effectively manage multiple and often conflicting priorities under tight timeframes.
+ Self-starter with demonstrated ability in taking the initiative to address issues, and strong eye for detail and organizational skills.
+ Bachelor's degree or relevant work experience required
**Qualifications**
Salary Range: $50,000.00 to $90,000.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Compliance
**Primary Location:** US-Arizona-Phoenix
**Other Locations:** US-Utah-Sandy
**Schedule** Full-time
**Req ID:** 25011122
Analyst-Compliance, Global Financial Crimes Compliance, Product Approval

Posted 10 days ago
Job Viewed
Job Description
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
Team Overview:
The Product Approval team (PAT) is part of Global Financial Crimes Compliance (GFCC) and oversees its reviews of all AEMP-54-related matters. The team is part of the broader GFCC Shared Services group, tasked with oversight for a number of GFCC functions across the different geographic regions in which American Express operates. GFCC Shared Services goal is to design, deliver, and oversee programs that will protect the company and our communities from the effects of financial crime by ensuring American Express meets its AML, sanctions, and anti-corruption regulatory obligations.
Role Overview:
This analyst will join the PAT team to assist with management of the day-to-day tasks that are part of GFCC's Product Approval reviews, with a focus on both US and International reviews. The analyst will be responsible for coordinating with a wide range of stakeholders including Operational Excellence (OE), Line of Business Compliance Officers (LOBCO), business/product development teams, and GFCC subject matter experts (SME). The role requires a strong interest in financial crimes compliance, familiarity with the different lines of business at American Express, and a strong appreciation for the governance aspects of operational risk. The role also requires exceptional communication skills, both written and verbal.
Responsibilities:
+ Assist with management of GFCC new product and discontinuation reviews, including scheduling presentations by business stakeholders, memorializing discussions and takeaways, and gathering requirements/signoffs.
+ Assist in reviewing new product proposals and compliance requirements to identify potential financial crimes risk.
+ Help to oversee pre- and post-launch governance activities associated with product approval
+ Help drive memorialization of GFCC's assessment of the risks identified with product approvals, and how they will be mitigated.
+ Track issues, mitigations, or requirements identified and follow up with stakeholders for timely resolution.
+ Manage weekly Product Approval reporting and maintain the GFCC-PAT dashboard.
+ Assist in updating and tracking status of GFCC Product Approval matters (including New Product approvals, Discontinuations, Stipulation and Action Item due dates, and approvals) from GFCC SMEs.
+ Organize, track, store, and maintain the team's documentation for all GFCC AEMP-54-related reviews as well as maintain the GFCC PAT Knowledgebase.
+ Learn and understand various technology platforms used at American Express to help drive various tech-based efforts.
+ Develop and maintain strong partnerships with GFCC SMEs, OE, LOBCOs, business stakeholders, and Operational Risk Governance Group
+ Assist in developing and enhancing guidance materials, trainings, and templates.
Qualifications & Skills:
+ Bachelor's degree required. An advanced degree in a related field is a plus
+ Strong communication and writing skills
+ Effective time management and organizational skills
+ Self-motivated with a sense of urgency
+ Experience working in a team-oriented, collaborative environment
+ Ability to understand and adapt to rapidly changing priorities and to prioritize accordingly
+ Knowledge of Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) compliance and/or the credit card industry is a plus
Visa Sponsorship: Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position.
**Qualifications**
Salary Range: $50,000.00 to $90,000.00 annually bonus benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Compliance
**Primary Location:** US-Arizona-Phoenix
**Other Locations:** US-Utah-Sandy
**Schedule** Full-time
**Req ID:** 25011313
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Senior Analyst, Technical Success Manager - Financial Services

Posted 1 day ago
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When you join one of our teams, you'll be part of a nimble group that's empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together, by passing the mic and iterating until the best solution comes to light. You won't have to look to find growth opportunities-ready or not, they'll find you. From retail to government to healthcare, we're on a mission to bring humanity, connection, and empathy back to business. Join over 5,000 people across the globe who think that's work worth doing.
**Senior Analyst, Technical Success Manager - Financial Services**
**Why We Have This Role**
The XM Success Team is at the heart of Qualtrics. From the initial onboarding to ongoing adoption, we assist customers throughout their lifecycle, helping them unlock the most value from our products and services. We understand their goals and, as trusted advisors, will help them deliver on their business objectives and recommend solutions to the challenges they face. We are looking for resourceful individuals to join our team who aren't afraid to dive into the details and understand the tools our customers use, and working with them to realize long term value. We have impressive members on this team, and are always looking for more amazing talent!
**How You'll Find Success**
Technical Success Managers are Qualtrics experts who work with our clients and customers to realize the potential of the Qualtrics product. In this role, you will work with clients to understand the customers programs and objectives, and leverage your technical expertise to build programs that drive adoption and value for the customer. Technical Success Managers work in a post-sales capacity that directly contributes to the long-term success of our customers' programs, and deepen relationships with the clients they support. As a Technical Success Manager, you should both be a tech-savvy professional and someone who excels at nurturing relationships to deliver exceptional client service.
**How You'll Grow**
+ Enhance your software platform knowledge and technical troubleshooting skills
+ Build your creative problem-solving and critical-thinking skills to deliver actionable, scalable recommendations that improve the end to end customer experience for customers
+ Develop critical customer relationship and communication skills to develop impactful, trusted relationships
**Things You'll Do**
+ Drive Customer Adoption and Optimize Programs
+ Build, configure, and execute services that align to client objectives, strategic goals, maximizing client value
+ Leverage customer usage data to deliver actionable insights & recommendations
+ Develop a deep understanding of Qualtrics' service offerings to meet client needs, guiding them through use cases to drive program maturity.
+ Establish and maintain multi-level stakeholder relationships to ensure customer health and support.
+ Serve as a platform expert, advising clients on high-value usage and translating customer goals into tailored recommendations.
+ Act as a point of escalation for complex issues, championing customer needs internally and mobilizing resources for maximum impact.
+ Drive adoption of key platform features through demos and proof of concepts, leveraging best practices for implementation.
**What We're Looking For On Your Resume**
+ Bachelor's degree from a competitive university
+ 4-8 years experience working in a technical, consulting, or client-facing role
+ Ability to thrive in a fast paced environment, managing multiple projects simultaneously across various customers
+ Experience working with customers in all phases of their adoption journey
+ Hard-working self-starter capable of concurrently running multiple projects in a dynamic environment
+ Comfort in working both autonomously and collaboratively
+ Ability to articulate technical concepts to a non-technical audience
+ Detail-oriented with an ability to prioritize and meet deadlines
+ Familiarity with software and front-end development
+ Excellent verbal and written communication skills
+ Strong problem-solving skills
**What You Should Know About This team**
+ Supportive environment with opportunities to work both autonomously and collaboratively
+ Fun, inviting, and inclusive work environment
+ This team is made up of passionate, kind, and smart people who exemplify what it means to be a team
**Our Team's Favorite Perks and Benefits**
+ Work life integration is deeply important to us - we have frequent office events, team outings, and happy hours
+ Qualtrics Experience Program - $1,800 for an experience of your choosing (eligible after a year)
+ 30 paid days off - 15 PTO + 5 Personal Days + 10 Holiday Closures (additional after a year)
+ On top of standard benefits package (medical employees and their families, dental, vision, life insurance, etc) we provide snacks, drinks, and free lunches in our offices
**The Qualtrics Hybrid Work Model:** Our hybrid work model is elegantly simple: we all gather in the office three days a week; Mondays and Thursdays, plus one day selected by your organizational leader. These purposeful in-person days in thoughtfully designed offices help us do our best work and harness the power of collaboration and innovation. For the rest of the week, work where you want, owning the integration of work and life.
Qualtrics is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic.
?Applicants in the United States of America have rights under Federal Employment Laws:Family & Medical Leave Act ( ,Equal Opportunity Employment ( ,Employee Polygraph Protection Act ( is committed to the inclusion of all qualified individuals. As part of this commitment, Qualtrics will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please let your Qualtrics contact/recruiter know.
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