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.
Performs financial research, forecasting, planning, analysis and reporting activities for an established program or function. Determines and reviews customer requirements and translates requirements into organizational plans. Monitors business performance, develops metrics and investigates variances.
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.
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.
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.