In this role, the Senior Financial Analyst will be preparing, analyzing, and researching monthly financial results as well as creating and analyzing financial models for budgeting and forecasting and working closely with members of the finance team as well as information technology area.
Processes payroll for multiple tax entities, pay cycles and locations including receipt and management of associates work hours, earnings, deductions, and taxes in compliance with federal and state regulations.
Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt / margins, corporate actions, static data/data management, control, trader support learance / settlement,documentation / confirmations, customer service, new accounts, client valuations, document processing or statement / billing processing.
In this role, the selected candidate will partner with multiple stakeholders to develop high quality deliverables across all phases of a project (from identifying and defining process flows and use cases to user acceptance testing).
In this role, you will develops, interpret, and implement financial concepts for financial planning and control. Assist in the administration variable sales compinsation plans. Interaction with sales personnel regarding compensation. Knowledge of Xactly commission system is a plus.
Develop distribution ready reports, analyses, and presentations on book of business as well as individual clients, providers, or departments; work closely with Sales Team or Provider Relations Team to meet client or provider data reporting needs.
The Business Analyst effectively facilitates the gathering, analysis, prioritization and categorization of complex business requirements in the revenue business lines s/he supports; leads and directs business teams in medium to large projects creating new business solutions or enhancements to existing business solutions.