Assist with the monthly compensation calculations for Wealth Advisors and Money Managers, preparing, reconciling, and validating data sets
Job Summary
Assist with the monthly compensation calculations for Wealth Advisors and Money Managers, preparing, reconciling, and validating data sets.
Perform data checks, reconciliations, and variance analyses to ensure outputs are accurate and explainable, investigating anomalies and documenting findings.
Identify and implement opportunities to streamline, automate, or modernize workflows, leveraging technology wherever possible.
Matching Summary
Assist with the monthly compensation calculations for Wealth Advisors and Money Managers, preparing, reconciling, and validating data sets.
Salary
Base: $75,000-$95,000; Bonus/Equity: Discretionary bonus; Benefits: Comprehensive package including paid time off, medical/dental/vision insurance, retirement, life insurance
Skills & Requirements
Must-have
Compensation calculations
Data reconciliation and validation
Financial reporting
Process automation
Cross-functional collaboration
Nice-to-have
Process improvement mindset
Tech-forward mindset
Ownership mindset
Fast-paced environment
Key Requirements
Bachelor's degree in Accounting, Finance, or related field
2-4 years of experience in accounting, reporting, or analytical roles