Data Analysis Incorporated

Financial Planning and Analysis

• Develops, interprets and implements financial concepts for financial planning and control
• Performs technical analysis to determine present and future financial performance
• Gathers, analyzes, prepares and summarizes recommendations for financial plans and operating forecasts
• Performs economic research and studies in the areas of rates of return and investment opportunities

Senior Financial Analyst

Payroll

• Ensures payroll is processed with speed and accuracy
• Serves as liaison to employees and with third party payroll vendors
• Audits employee pay records and reconciles totals by department, location, country, etc.
• Coordinates third party payroll system implementations and upgrades
• Interprets pay policies and ensures appropriate amounts/deductions are calculated and applied correctly
• Verifies compliance with federal and state payroll requirements
• May assist with audits of internal records, workers compensation, tax filings and related documentation
• Documents payroll processes and procedures; may train payroll department staff
• May back up those who perform specialized tasks

Payroll Partner

Director

• Executes Equity Derivative orders accurately and timely as presented by clients.
• Communicates effectively and concisely information surrounding a client’s order.
• Reviews execution transactions to ensure accuracy of information and to ensure trades conform to regulatory requirements of governing agencies.
• Develops and implements short and long term sales and trading strategies to achieve revenue growth goals.
• Generate and present Equity Derivative ideas for both external and internal clients.
• Develops and cultivates new client relationships
• Performs other duties as requested by management.

Senior Financial Analyst

Payroll Partner

Managing Director, Equity Derivatives Trading