13d 2h ago
Expense Management Analyst
Finance
📡Remote In-Country
|Dallas, United States of Americafrom $23 USD/hr
accountingdataexcelms_powerpoint+3
Expense Management Analyst
Finance
Remote In-Country
Contract
United States of America, Dallas
from $23 USD/hr
Position:
Expense Management Analyst
Company:
Not Specified
Compensation:
$23/HR (W2 Only)
Location:
United States, Dallas, TX
Employment type:
Contract
Work Arrangement:
Not Specified
Short Summary:
This role helps support the operational efficiency and financial accuracy of our client’s Asset Management Division, focusing on expense management and collaboration with various operational groups.
Responsibilities:
- Prepare expense management reports by extracting data from firm systems and summarizing it in an organized manner
- Perform expense analysis and tracking, including ledger account maintenance, capitalization, balance substantiation, and expense allocations
- Assist with the setup, processing, and approval of vendor invoices, as well as tracking consultant budgets and actuals
- Provide support for audit and compliance requests
- Build communication skills through interaction with senior leadership and internal teams to resolve issues and collaborate on process improvements
- Display ability to function as a team player while working in a fast-paced environment
- Develop project management skills by assisting with system or process improvement projects
- Develop critical thinking by investigating and resolving complex issues
Requirement:
- Bachelor’s degree with a minimum of two (2) years of experience in financial services
- Proven analytical skills, problem-solving ability, and a control mentality
- Aptitude for building relationships and ability to communicate complex issues to a wide array of internal clients
- Self-motivated and proactive team player with strong organizational skills
- Ability to effectively manage competing priorities and work well under pressure in a team environment
- High level of accuracy with the ability to maintain this standard under deadline pressure
- Proficient in MS Outlook, Word, Excel (including pivot tables and VLOOKUP), PowerPoint, and Zoom
- Risk management focus
- Strong interpersonal, written, and oral communication skills
- Keen attention to detail
Expense Management Analyst
Company:
Not Specified
Compensation:
$23/HR (W2 Only)
Location:
United States, Dallas, TX
Employment type:
Contract
Work Arrangement:
Not Specified
Short Summary:
This role helps support the operational efficiency and financial accuracy of our client’s Asset Management Division, focusing on expense management and collaboration with various operational groups.
Responsibilities:
- Prepare expense management reports by extracting data from firm systems and summarizing it in an organized manner
- Perform expense analysis and tracking, including ledger account maintenance, capitalization, balance substantiation, and expense allocations
- Assist with the setup, processing, and approval of vendor invoices, as well as tracking consultant budgets and actuals
- Provide support for audit and compliance requests
- Build communication skills through interaction with senior leadership and internal teams to resolve issues and collaborate on process improvements
- Display ability to function as a team player while working in a fast-paced environment
- Develop project management skills by assisting with system or process improvement projects
- Develop critical thinking by investigating and resolving complex issues
Requirement:
- Bachelor’s degree with a minimum of two (2) years of experience in financial services
- Proven analytical skills, problem-solving ability, and a control mentality
- Aptitude for building relationships and ability to communicate complex issues to a wide array of internal clients
- Self-motivated and proactive team player with strong organizational skills
- Ability to effectively manage competing priorities and work well under pressure in a team environment
- High level of accuracy with the ability to maintain this standard under deadline pressure
- Proficient in MS Outlook, Word, Excel (including pivot tables and VLOOKUP), PowerPoint, and Zoom
- Risk management focus
- Strong interpersonal, written, and oral communication skills
- Keen attention to detail
Required Skills
accountingdataexcelms_powerpointms_wordrisk_managementzoom
Required Languages
🇬🇧 English
Key competency: Finance