Partnering with mission-driven entrepreneurs to build Rocky Mountain technology companies of impact, utility, and value.

Join the Tax Oriented Investments team as an Associate!

As a Tax Oriented Investments Associate within CIB, you'll be responsible for product control, legal entity control, and financial control.

Job Responsibilities:

• Building relationships with the business, middle office, and technology colleagues
• Maintaining LOB portfolio via finance subledger
• Maintaining and overseeing LOB legal entity structure reporting
• Reconciliation and analysis of portfolio data to support controller function
• Month end and quarterly reporting deliverables
• Assist with implementation of process improvements across LOB applications
• Developing subject matter expertise such as portfolio GAAP and LOB controls and understanding how those concepts apply to the LOB’s technology platform.
• Other reporting and analysis activities as needed

Required Qualifications, Capabilities, and Skills:

• Accounting degree
• 3+ years of work experience in an accounting position
• Experience month-end close process (SAP a plus)
• Strong Excel skills
• Ability and desire to problem solve
• Aptitude for numbers and financial analysis