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Senior Financial Analyst

Senior Financial Analyst

PRIME CORPORATE SERVICES LLCSalt Lake City, UT, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Description :

Position Type - IN OFFICE ONLY. THIS IS NOT A REMOTE BASED ROLE

Our Company Mission

Prime Corporate Services (PCS) was founded with the goal of helping entrepreneurs, investors, traders, and small business owners. The firm was established to increase resources and support for entrepreneurs and businesses struggling to scale due to debt, insufficient tax knowledge, and inadequate entity structures.

Your Team

Prime Corporate Services is a fast growing, acquisitive company which is growing both organically and inorganically. We are looking to add to our high caliber, high performing finance team to support the company on its growth journey.

About the Role

Specifically, we are seeking a Senior Financial Analyst who will play a critical role in driving insights from data and shaping decision-making across the business. This person will be responsible for analyzing Salesforce and other operational data, building ad-hoc reports and dashboards, identifying trends, and challenging assumptions with a data-driven mindset.

This is an opportunity for someone entrepreneurial, curious, and proactive, someone who not only crunches numbers but also interprets what they mean for the business and communicates those insights clearly.

What We’re Looking For

  • Someone who is not just a “report builder” but a critical thinker who challenges assumptions.
  • A fast learner who embraces new tools and technologies.
  • A collaborator who works well across departments but thrives when given ownership.
  • A problem-solver who is excited to work in a dynamic, growing environment.

Key Responsibilities

  • Analyze Salesforce and other business data to uncover insights and trends.
  • Build, maintain, and automate ad-hoc reports and dashboards (Salesforce & Power BI experience a plus; willingness to learn required).
  • Partner with departments across the business to provide actionable insights and support decision-making.
  • Challenge data integrity and assumptions, develop a “trust but verify” mindset when working with data.
  • Identify gaps, inconsistencies, or opportunities in existing reporting and suggest improvements.
  • Take full ownership of projects from inception to delivery with minimal supervision.
  • Support financial and operational planning processes with data-driven insights.
  • Requirements : Qualifications

  • Bachelor’s degree in Finance, Economics, Business Analytics, or related field.
  • 3–5+ years of experience in financial analysis, business analytics, or related roles.
  • Strong experience working with Salesforce data (reporting, data extraction, trend analysis).
  • Ability to build dashboards and visualizations; Power BI experience preferred (or proven ability to learn quickly).
  • Strong Excel / Google Sheets skills; experience with SQL or other data tools is a plus.
  • Natural curiosity, skepticism of data, and ability to dig deeper to ensure accuracy.
  • Excellent communication skills—able to present findings in a clear, business-friendly way.
  • Self-starter with an entrepreneurial mindset, comfortable working independently and driving projects forward without daily direction.
  • Strong understanding of business operations and financial drivers.
  • Benefits You’ll Love :

    Your dedication and hard work are genuinely appreciated at PRIME. Our benefits package is designed to support your overall success and well-being. Join us on this exciting journey, excel in your role, and experience the rewards firsthand.

    Our package includes :

  • 401k + Company Match 100% of first 4% employee contribution
  • Paid Holidays
  • Paid Time Off
  • Gym Membership - 100% covered
  • Health, Dental, and Vision Coverage : We contribute to your health insurance premiums, covering 70% in year 1 graduating each year to 100% after year 4.
  • Long-Term and Short-Term Disability
  • Accident Coverage
  • In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how a profitable and very successful company operates and manages their finances, giving you invaluable hands-on experience to help grow your career!

    As one of the finance team members at Prime Corporate Services you can also expect to have the most professionally fulfilling experience to date in your career. You can expect to learn and to grow. You can expect to be able to play a significant role in building out and maintaining a finance infrastructure to scale a business to multiple times the size it is today. You can expect to have fun and be rewarded for a job well done. You can expect to be mentored and prepared to take on new and expanded responsibilities.

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    Senior Financial Analyst • Salt Lake City, UT, US

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