The main tasks in this role will be within a Financial Analyst capacity and you will be expected to work with the team on giving sound financial advice and providing analysis of the key processes. This role carries a high level of responsibility and will involve all of the major financial decisions.
Build client workflow including analyzing output from data sources, application configuration, data derivation, exposure definition and refinement, connectivity and automation, downstream integration, and any additional custom reporting and design requests.
Accurate setup and capturing of capital account balances as well as contribution, distribution and withdrawal transactions for alternative investments; maintain accurate workflow status within the tracking tools provided.
The Financial Planning Analyst is responsible for gathering, preparing, and analyzing financial and other related information for the Corporate Finance organization. Areas of focus are financial reporting (finance model, monthly reporting, and Ad hoc reporting), pricing analysis, planning/budgeting, competitive metric tracking, and sales analysis.
Plan and model commission expense in collaboration with Sales executives, Finance and Human resources. Gather data from multiple sources and develop models for analysis of various plan design options and review incentive payout calculations.
The Financial Analyst will serve as a trusted finance business partner in the area(s) of support, by providing financial guidance and support; builds budgets, forecasts, conducts variance analysis and reporting.