Senior Financial Analyst

The Senior Financial Analyst – Commissions Governance & Analytics is responsible for supporting the Finance–Operations commissions and advisory billing ecosystem through control‑oriented financial analytics, governance reporting, integration support, and exception intelligence.

This role provides an independent, post‑close review layer focused on identifying anomalies, payout distortions, billing irregularities, and emerging risk before issues cascade into commissions, advisor payouts, or downstream true‑ups.

The position emphasizes trend analysis, rate validation, integration solutioning, and business insight generation, rather than transactional commission processing or operational reconciliation. The analyst partners closely with FP&A, Commissions Operations, Advisory Billing, Technology, Accounting, and Risk to deliver enterprise‑ready governance reporting and escalation across commissions and advisory billing activity.

What You Will Do: 

• Governance & Control Analytics:

  • 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.

• Advisory Billing Oversight:

  • Perform targeted analytics on advisory billing activity, including duplicate bill detection, timing mismatches, rolling‑period logic validation, and fee completeness.

     

     

     

• Integration & Change Solutioning:

  • Support commissions and advisory billing integrations, including new compensation structures, platform migrations, and changes in payout methodology.

• Business Insight & Risk Identification:

  • 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

What You Need to Have: 

• 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.

What's Nice to Have: 

• Experience supporting commissions, advisory billing, or compensation‑related analytics a plus
• Ability to design and mature hybrid KPI frameworks combining controls, milestones, and insight generation.

Travel Requirements:

• Up to 10%, as business needs require.

Compensation: 

The base annual salary range for this role is $78,000 to $108,000, plus a competitive performance-based bonus.  Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. 

#LI-Hybrid