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Commissions Analyst
2 months ago
Fisher Investments is growing quickly in its reach, both domestically and abroad, which means there is an ever-increasing amount of demand to compensate our Salespeople on their successes.Keeping them motivated to achieve future growth is critical, and our Commissions Team is an important part of that.
The Opportunity:
The Commissions Team drives the execution of our commission plans by applying information from important applications across the firm, completing complex data calculations to building the commission plans across all product lines and business entities. As a Commission Analyst, you will join a group that is not only trusted to deliver accurate results, but also partners with our sales and management teams across the globe.
The-Day-to-Day
Process monthly and quarterly commissions and bonuses from end-to-end (you will work on the entire process from data sourcing, calculations and statements, all the way through to payroll)
Implement contracts by translating written agreements with employees into usable, mathematical equations
Review data outputs to identify and eliminate financial discrepancies related to commission payouts
Build accurate and scalable systems while taking into account efficiency and process
Perform financial data analytics to identify trends, concerns and areas for process and reporting improvements
Ensure high-level goals of the contracts are being achieved
Audit transaction level data for accuracy
Prepare various monthly and ad hoc reports
Collaborate with the Commissions team to automate and improve processes
Your Qualifications:
5+ years of experience with data warehousing and data mining
Bachelors degree (Advanced degree preferred) or a combination of commensurate experience
Advanced Excel (can perform complex functions) and Microsoft Access experience
Intermediate mathematic skills and experience auditing large datasets
Experience with financial reporting
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO*, plus 10 paid holidays (*17 days of PTO and 3 days of sick time for California employees)
- Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care
- $10,000 fertility, hormonal health and family-forming benefit
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Required Preferred Job Industries- Other