Dawoud Kazimee with Robert Half is in search of a Financial Analyst to join our team. In this role, you will be responsible for managing financial data, conducting complex calculations, and ensuring the accuracy of commission payouts.
Responsibilities
• Accurately and efficiently process monthly and quarterly commissions and bonuses
• Translate written agreements with employees into mathematical equations for contract implementation
• Identify and rectify financial discrepancies in data outputs related to commission payouts
• Develop accurate systems that are scalable and consider process efficiency
• Conduct financial data analytics to spot trends, concerns, and areas for process and reporting improvements
• Ensure the higher-level objectives of the contracts are met
• Audit transaction level data for accuracy
• Prepare a variety of monthly and ad hoc reports
• Collaborate with the team to automate and enhance processes
• Utilize skills in Data Analysis, Data Analytics, Microsoft Access, and Power BI
Salary Range:90k-100k
Bonus:discretionary
Benefits
Medical: Yes
Vision:yes
Dental:yes
Life & Disability Insurance:yes
Retirement Plans:yes
Paid Time Off
Paid Vacation:3 weeks
Paid Holidays:12 holidays
Sick leave:1 week
Please contact Dawoud Kazimee with Robert Half to review this position. Job Order: 03600-0013202338
• Proficiency in data analysis and data analytics is required.
• Experience with a popular database management system is a must.
• Familiarity with a leading business analytics service is essential.
• A strong understanding of the investment advisory industry is needed.
• Prior experience as a Financial Analyst in Financial Services is desirable.
• Exceptional analytical and problem-solving skills are crucial.
• Strong communication skills, both written and verbal, are necessary.
• Ability to work independently and as part of a team is required.
• Excellent time management skills and the ability to meet deadlines are essential.
• A Bachelor's degree in Finance, Economics, or a related field is required.
• Knowledge of financial forecasting and diagnosis, corporate finance, and information analysis is needed.
• Proficient in spreadsheets, databases, office productivity software, and financial software applications.
• Attention to detail and the ability to multi-task are necessary skills.
• Comfortable with numbers and excellent quantitative skills are crucial.
• CFA/CPA or related certification is a plus.
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