UMB Bank · 21 hours ago
Financial Control Analyst I
Milwaukee, WI
Full-time
Onsite
New Grad, Entry Level
$37K/yr - $72K/yr
0+ years expUMB Bank is seeking a Financial Control Analyst I to analyze error funds and respond to fund inquiries. The role involves monitoring exceptions, resolving discrepancies, and conducting fund audits with minimal supervision.
BankingFinanceFinancial Services
Responsibilities
Respond to questions/inquiries that an internal or external client may have regarding the share sheet activity or cash postings
Resolve discrepancies between the custody account and the share sheet’s net cash activity
Monitor exceptions to ensure items are cleared within department standards
Analyze and complete fund’s FYE audits
Researching discrepancies between fund accountants and transfer agency system
Qualification
Required
You possess a Bachelor's degree in business or related field
You have 0 to 2 years' experience in mutual fund transfer agency
Preferred
You have knowledge of mutual funds products including load structures and their cash flow
You can create and adjust spreadsheets in excel
Benefits
Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
A comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
Health savings
Flexible spending, and dependent care accounts
Adoption assistance
An employee assistance program
Fitness reimbursement
Tuition reimbursement
An associate wellbeing program
An associate emergency fund
Various associate banking benefits
Company
UMB Bank
UMB Financial Corporation is a commercial bank that offers various financial services.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$606.13M2025-05-29Post Ipo Equity· $294.53M
2024-04-29Post Ipo Equity· $201.6M
2022-09-23Post Ipo Debt· $110M
Leadership Team
Brian Hutchin
Executive Vice President, Director of Healthcare Services at UMB, Institutional Banking Division
Phillip Mason
President of Institutional Banking
Recent News
Life Insurance International
2026-01-15
2026-01-09
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