Back
Login to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Tier-1 brand, metro location, mid-level generalist finance analytics role increases competition.
Banking revenue, FINRA and ECM/DCM billing knowledge requires strong domain-specific experience.
Explicit 5–6 years requirement plus finance billing and reconciliation skills makes shortlisting moderately strict.
Manage approval and review processes for deal numbers, pipeline transactions, and revenue reconciliation to ensure accurate financial reporting.
Oversee end-to-end closure, billing, and expense recovery for mergers & acquisitions, syndicate settlements, vendor charges, and charitable contributions, ensuring regulatory compliance.
Provide data analysis, reporting, and presentations to senior management; identify and implement process improvements and automation to enhance operational efficiency.
5-6 years of relevant experience in business analytics or related financial operations.
Bachelor’s Degree or equivalent experience.
Proficiency in MS Office and experience with databases/information management.
Work operations include 9-hour shifts between 8 AM to 11 PM, 5 days a week, with occasional weekend availability required on short notice.
Experienced in financial transaction reviews and reconciliation with strong understanding of regulatory frameworks, particularly FINRA.
Capable of leading operational efficiency initiatives, including process automation and continuous improvement.
Skilled in cross-team collaboration and effective communication with senior stakeholders, product partners, and coverage teams for accurate data management and reporting.