Financial Planning Manager

Forget the stereotype of the back-office accountant; this Financial Planning Manager sits beside decision-makers in Orem. We're looking for 7+ years of CFA Certification; in return you'll get $100,000 - $152,000, ownership, and a team worth joining.

Key Responsibilities

• Settle expense reports fast enough that nobody chases you twice
• Reconcile bank and balance-sheet accounts down to the last cent
• Keep the fixed-asset register current as equipment moves through Orem, UT
• Own the manager sign-off on journal entries above the threshold
• Analyze financial data using Transfer Pricing to surface trends and risks
• Own the DCF Analysis-to-Accountability handoff so reporting never stalls between teams
• Reconcile the inventory ledger to a physical count without the drama

What You'll Bring

• Clear thinking under the kind of pressure Orem, UT deadlines bring
• Comfort presenting to an UT-wide audience without a script
• A portfolio that speaks louder than any line on your resume
• A collaborator's reflex to share credit and absorb blame
• An UT work history, or strong reasons you'll thrive here anyway

We started Wealth Management Corp in an Orem garage because the finance status quo deserved a builder-led reckoning. Growth budgets at Wealth Management Corp are generous because a sharper DCF Analysis you means a stronger team.

Earn a $100,000 - $152,000 base while a mentor accelerates your jump from manager to lead, with benefits and flexibility along for the ride.

As of right now, Wealth Management Corp is still reading every resume that lands here.