4 часа назад
Financial Analyst, Global Revenue Operations
80 000 - 150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Analyst, Global Revenue Operations (Revenue Accounting/Financial Analysis): Managing revenue accounting, fee modeling, monthly close, and reporting for complex investment management revenue streams with an accent on performance fees, reconciliations, forecasting, and data transformation. Focus on analyzing revenue variances, resolving discrepancies across systems, enhancing performance fee models, and applying AI tools to improve accounting workflows.
Location: Boston, United States; hybrid schedule with office work 4 days a week and remote work 1 day a week
Salary: USD 80,000–150,000 per year, plus potential discretionary bonus, incentives, and benefits
Company
is a private partnership providing investment management solutions across global capital markets for institutional clients in more than 60 countries, managing approximately $1.3 trillion in client assets.
What you will do
- Calculate and account for management fees, including base and performance fees for complex hedge fund and private market structures.
- Perform monthly close activities, including revenue accruals, cash collection, and reconciliations.
- Maintain client profiles and fee schedules in revenue systems and resolve discrepancies across RevPort, reporting tools, and data tables.
- Support revenue reporting, forecasting, variance analysis, audit, tax, and regulatory deliverables.
- Build, validate, maintain, and enhance performance fee models and analyze underlying revenue drivers.
- Use Power Query, Tableau Prep, and AI tools to improve data transformation, validation, extraction, reconciliation, and reporting workflows.
Requirements
- Bachelor’s degree in Finance, Accounting, or a related field.
- 1–5 years of relevant experience.
- Advanced Microsoft Excel and Word skills.
- Experience building performance models, including revenue forecasting, fee modeling, or scenario analysis.
- Strong analytical, communication, organizational, and attention-to-detail skills with the ability to manage multiple priorities.
- Experience identifying and implementing process improvements and system enhancements.
Nice to have
- Exposure to Power BI, Tableau, data visualization, workflow tools, and emerging AI tools.
Culture & Benefits
- Collaborative culture that encourages independent thought and healthy debate.
- Retirement plan, health, dental, vision, pharmacy, health savings account, and flexible spending account coverage.
- Commuter program, employee assistance program, life and disability insurance, adoption assistance, and backup childcare.
- Tuition and CFA reimbursement, paid holidays, sick and vacation time, and other paid leave.
- Flexible hybrid work environment with regular in-person collaboration.
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