Compensation Analyst, Finance & Banking

We are seeking a detail-oriented Senior Analyst to support a major transformation of sales reporting and incentive compensation processes within a Wealth Management organization.

This position will focus on financial data analysis, reconciliation, reporting, and validation as the organization transitions from legacy reporting processes to a new Salesforce and Varicent environment.

The ideal candidate has advanced Microsoft Excel skills, strong analytical capabilities, and experience working with complex datasets. Experience supporting incentive compensation, sales compensation, or financial reporting processes is highly preferred.

• Analyze and reconcile large datasets to ensure accuracy across sales reporting and incentive compensation processes.
• Utilize advanced Microsoft Excel functions, including VLOOKUP, INDEX/MATCH, and data queries, to identify discrepancies and validate information.
• Support incentive compensation calculations, reporting, data validation, and reconciliation activities.
• Perform parallel testing and compare legacy reporting outputs against new system calculations.
• Investigate missing or inaccurate information, identify root causes, and resolve data inconsistencies.
• Communicate with sales representatives and business stakeholders to gather information, address discrepancies, and resolve compensation-related questions.
• Support the transition from manual reporting and validation processes to more automated solutions.
• Assist with financial reporting, control documentation, testing, and audit-related activities as needed.
• Identify opportunities to improve reporting accuracy, data integrity, and operational efficiency.
• Work independently to troubleshoot issues, manage competing priorities, and recommend solutions.