NEOGOV · 19 hours ago
Finance and Operations Analyst
Salt Lake County, UT
Full-time
Onsite
Entry, Mid Level
$38.58/hr - $52.29/hr
2+ years expNEOGOV is seeking a Finance and Operations Analyst to support the State of Utah's School and Institutional Trust Funds Office (SITFO) in managing a $4 billion portfolio. The role involves critical support in portfolio operations, finance and accounting tasks, and collaboration with investment professionals to maximize investment returns.
GovTechHuman ResourcesInformation TechnologySoftware
Responsibilities
Work with investment team, consultants, and external managers to ensure operational data is complete, accurate, and up to date
Monitor and update daily cash reports, highlight material changes, and present fund cash flow forecast to investment team for rebalancing needs
Coordinate various counterparties to ensure that account opening, trade entry, payments, distributions, new investments, and required legal and tax documents are submitted in an accurate and timely manner
Compile and produce reports for understanding the performance and accounting of the portfolio
Assume ownership and accountability of the collection, interpretation, entry, and quality control of investment data
Prepare reconciliations of market values reported by custodian and investment consultants, coordinate necessary updates, and highlight differences for review
Develop and maintain strong working relationships with service providers to ensure clear and timely communication on routine and ad hoc data requests
Monitor upcoming capital calls and distributions for illiquid investments and schedule related transactions
Develop and maintain internal policies and procedures to support investment office functions. Maintain understanding of applicable governmental rules and policies
Conduct financial and accounting entries, reporting, and analysis
Track, monitor and report on the budget and assist in the annual process
Assist with the comprehensive annual financial statements and other audits
Assist in project work and administrative tasks including preparing and implementing budget recommendations, record-keeping functions, financial reports, and other ad-hoc data requests
Qualification
Required
A minimum of 2 years of work experience related to business management, accounting, auditing, finance, data-oriented work, or in a comparable field
Preferred
Bachelor's Degree in Business, Accounting, Finance, Economics, or related field
Experience in preparing and interpreting reports, and managing data inputs
Prior experience performing accounting functions, preferably in an investment or finance related role
Strong analytical skills with the ability to think critically and solve complex problems
Ability to apply policies, procedures, rules, and laws to independently make decisions and solve problems in ways that promote the objectives of the organization
A strong interest in institutional finance
Benefits
This position is eligible for a full benefits package.
The State of Utah offers eligible employees a variety of benefits including medical, dental, life and disability insurance, as well as a comprehensive leave program.
Company
NEOGOV
NEOGOV is the leading provider of workforce management software uniquely designed for the public sector, education, and public safety.
501-1000 employees
H1B Sponsorship
NEOGOV 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 (13)
2024 (10)
2023 (10)
2022 (18)
2021 (14)
2020 (16)
Funding
Current Stage
Late StageTotal Funding
$700MKey Investors
Warburg Pincus
2025-07-28Secondary Market· $700M
2025-07-28Acquired
2021-06-02Private Equity
Leadership Team
Shane Evangelist
CEO
Brandon McDonald
Head Of Marketing
Recent News
Canada NewsWire
2025-11-14
2025-11-14
Government Technology US
2025-10-31
Company data provided by crunchbase