Revenue Analyst

What You’ll Do

• Support consolidated revenue reporting across business lines
• Prepare and analyze monthly revenue results, including variance analysis vs. prior period and budget
• Aid in developing reporting packages and dashboards covering key metrics such as AUM-based fees, commissions, and net flows
• Partner with FP&A and Accounting to ensure alignment between reporting and financial statements
• Assist with revenue forecasting, including budget and reforecasting processes
• Build and maintain financial models to support projections and analysis
• Perform ad hoc analysis to support business decisions and growth initiatives
• Support preparation of materials for leadership and external stakeholders
• Continuously improve reporting processes and data quality

What You Bring

• Bachelor’s Degree in Finance or Accounting or related field. 2-5 years’ experience using advanced Excel functionality
• Strong understanding of financial analysis and revenue drivers
• Advanced Excel skills
• Solid understanding of financial statements and accounting
• Strong analytical and problem-solving skills
• Effective communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Collaborative mindset with cross-functional teams
• Prowess in partnering effectively across business lines and influencing senior stakeholders
• Highly analytical, detail-oriented, and able to balance strategic thinking with hands-on execution