Perform pre‑close and post‑close diagnostic reviews of commissions and advisory billing data to identify anomalies, duplicate billings, rate distortions, and payout irregularities.
Monitor effective payout rates, identifying instances where payout percentages fall outside expected ranges.
Develop and maintain threshold‑based escalation triggers to flag issues before they materially impact advisor payouts or require retroactive corrections.
Perform targeted analytics on advisory billing activity, including duplicate bill detection, timing mismatches, rolling‑period logic validation, and fee completeness.
Support commissions and advisory billing integrations, including new compensation structures, platform migrations, and changes in payout methodology.
Generate management‑level insight reporting explaining drivers of changes in payout rates, commissions expense, or advisory fees.
Produce bridges and diagnostic analyses to explain payout volatility, including cash‑basis views where appropriate.
Identify emerging risks related to: Orphan accounts /Servicing vs. sourcing misalignment, Manual intervention or override risk.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field, or equivalent experience.
Minimum of 2 years of experience in financial analysis, FP&A, controllership support, or a related financial services role.
Strong knowledge of financial controls, governance frameworks, and exception‑based analysis, including root‑cause analysis.
Demonstrated ability to ingest, transform, and analyze large financial datasets (commissions, billing, transactions, reference data) using tools such as Alteryx and Snowflake (or similar).
Ability to apply modern analytical techniques (segmentation, variance decomposition, outlier/anomaly detection, scenario/sensitivity analysis) and to operationalize results into actionable governance triggers; familiarity with Python/R or similar analytical tooling is beneficial.
Strong written and verbal communication skills, including the ability to present complex findings clearly to senior stakeholders; proficiency in Excel and data visualization/reporting tools (e.g., Power BI, Tableau, or similar) to deliver executive‑ready insight.

Benefits

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial analysisFP&Acontrollership supportexception-based analysisroot-cause analysisdata transformationdata analysisanalytical techniquessegmentationanomaly detection

Soft Skills

communication skillspresentation skillsanalytical thinkingproblem-solvingattention to detail