The Business Analytics Analyst 1 is a trainee professional role requiring a good knowledge of processes, procedures, and systems within the Expense Management team, which supports the Banking team in Revenue and Expense reporting
Job Summary
The Business Analytics Analyst 1 is a trainee professional role requiring a good knowledge of processes, procedures, and systems within the Expense Management team, which supports the Banking team in Revenue and Expense reporting.
Core responsibilities include reviewing and approving deal numbers and pipeline transactions, performing revenue reconciliation, managing syndicate settlements, handling M&A billing, reviewing deal expenses, processing vendor charges, and communicating with syndicate members.
The role involves providing data and analysis to senior management, managing charge backs and charitable processes, engaging in cross-team collaboration for technology enhancements, addressing ad-hoc requests, and identifying opportunities for automation and process improvement.
Matching Summary
The Business Analytics Analyst 1 is a trainee professional role requiring a good knowledge of processes, procedures, and systems within the Expense Management team, which supports the Banking team in Revenue and Expense reporting.
Skills & Requirements
Must-have
Expense Management
Revenue and Expense reporting
Client-ready output
FINRA regulations understanding
M&A direct client billing
Deal-related expense review
Vendor charge processing
Syndicate member communication
Product partner liaison
Data analysis for senior management
Monthly charge back processes
Charitable and Sponsorship process management
Automation and process improvement identification
KPI reporting accuracy
Nice-to-have
Strategic planning skills
Mentoring abilities
Conflict resolution skills
Sound judgment
Continuous improvement drive
Technology best practices
Performance management focus
Root cause analysis
Cross-team collaboration
Key Requirements
1-4 years of relevant experience
MS Office expertise
Experience with databases and information management
Clear and concise written and verbal communication skills
Bachelor’s Degree/University degree or equivalent experience