Investment Operations Specialist managing vendor relationships and contract negotiations for investment data services at a global investment management firm. Collaborating with cross - functional teams to ensure data needs are met.
About the role
- Senior Financial Analyst managing revenue tracking, bonus modeling, and T&E support at Real Chemistry. Collaborating with corporate leaders and cross-functional teams in a hybrid role.
Responsibilities
- Oversee revenue tracking, bonus detail management, and T&E support
- Assist with monthly revenue tracking and develop/refine visualization dashboards
- Generate detailed modeling for quarterly bonus updates
- Partner with another Senior Analyst to manage T&E exceptions/escalation process
- Support business relationships with corporate leaders and partner with HR and Sales Ops teams
- Assist in preparation of board materials and run ad-hoc analyses for senior management
Requirements
- 3+ years of experience in FP&A / corporate finance
- Experience with revenue reporting and tracking, T&E and/or Bonus is highly preferred
- Bachelor’s Degree in Accounting, Finance, or related field preferred
- High aptitude and enthusiasm for complex problem solving utilizing financial modeling and analysis, including advanced Excel and PowerPoint
- Excellent communication / collaboration skills required
- Experience working with AI tools (Co-pilot, others) to drive automation and data visualization tools such as Domo/Tableau is a strong plus
- Experience working with Business Services, Advertising, Media, Technology Services or Public Relations firms is a plus
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
- Bonuses
- Access to over 13,000 online classes with LinkedIn Learning
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