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Description

Dawoud Kazimee with Robert Half is in search of a Financial Analyst to join our team. In this role, you will be responsible for managing financial data, conducting complex calculations, and ensuring the accuracy of commission payouts.

Responsibilities

• Accurately and efficiently process monthly and quarterly commissions and bonuses

• Translate written agreements with employees into mathematical equations for contract implementation

• Identify and rectify financial discrepancies in data outputs related to commission payouts

• Develop accurate systems that are scalable and consider process efficiency

• Conduct financial data analytics to spot trends, concerns, and areas for process and reporting improvements

• Ensure the higher-level objectives of the contracts are met

• Audit transaction level data for accuracy

• Prepare a variety of monthly and ad hoc reports

• Collaborate with the team to automate and enhance processes

• Utilize skills in Data Analysis, Data Analytics, Microsoft Access, and Power BI

Salary Range:90k-100k

Bonus:discretionary

Benefits

Medical: Yes

Vision:yes

Dental:yes

Life & Disability Insurance:yes

Retirement Plans:yes

Paid Time Off

Paid Vacation:3 weeks

Paid Holidays:12 holidays

Sick leave:1 week

Please contact Dawoud Kazimee with Robert Half to review this position. Job Order: 03600-0013202338

Requirements • Proficiency in data analysis and data analytics is required.

• Experience with a popular database management system is a must.

• Familiarity with a leading business analytics service is essential.

• A strong understanding of the investment advisory industry is needed.

• Prior experience as a Financial Analyst in Financial Services is desirable.

• Exceptional analytical and problem-solving skills are crucial.

• Strong communication skills, both written and verbal, are necessary.

• Ability to work independently and as part of a team is required.

• Excellent time management skills and the ability to meet deadlines are essential.

• A Bachelor's degree in Finance, Economics, or a related field is required.

• Knowledge of financial forecasting and diagnosis, corporate finance, and information analysis is needed.

• Proficient in spreadsheets, databases, office productivity software, and financial software applications.

• Attention to detail and the ability to multi-task are necessary skills.

• Comfortable with numbers and excellent quantitative skills are crucial.

• CFA/CPA or related certification is a plus.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .