Settlements Analyst

2 weeks ago


Kansas City, Missouri, United States Energy Transfer Full time
Position Overview:
The Settlements Analyst serves as a crucial link between the Marketing and Accounting departments. This role is essential for ensuring accurate invoicing and contract performance monitoring.

Key Responsibilities:
  • Input and verify all movement data into Right Angle for invoice generation.
  • Ensure all transactions are accurately valued and address any discrepancies.
  • Facilitate timely and precise billing for external clients.
  • Maintain and update pricing information in Right Angle.
  • Resolve billing disputes and manage unforeseen fees.
  • Monitor shared inboxes for inquiries from both internal and external stakeholders.
  • Act as a representative for customer service, providing support to various teams.
  • Conduct month-end processes and reconciliations.
  • Review and confirm data for the monthly Profit & Loss Statement.
  • Collaborate with team members to ensure comprehensive coverage of responsibilities.
  • Communicate proactively with customers, Marketers, Schedulers, and the Cash Management team.
  • Demonstrate high performance in stressful market conditions.
  • Take initiative in problem-solving with minimal guidance.
  • Identify opportunities for process improvements within Analyst responsibilities.

Qualifications:
To excel in this role, candidates should possess:
  • A degree in Accounting, Finance, or a related field.
  • Proficiency in Microsoft Office Suite, particularly Excel.
  • Experience with Openlink Right Angle is advantageous.

Experience Requirements:
Experience levels vary by position:
  • Specialist/Analyst: Bachelor's degree with 2-5 years of relevant experience.
  • Senior Specialist/Analyst: Bachelor's degree with 5-8 years of relevant experience.
  • Lead Specialist/Analyst: Bachelor's degree with 8+ years of relevant experience.

Working Environment:
Typically, this role is performed in a standard office setting. Candidates should be prepared for:
  • Prolonged periods of sitting or standing.
  • Occasional overnight travel.
  • Visits to industrial settings with potential exposure to various materials and conditions.

Equal Opportunity Statement:
Energy Transfer is committed to equal opportunity employment and does not discriminate against qualified applicants based on any protected status. Reasonable accommodations will be made for individuals with disabilities to perform essential job functions.
  • Settlements Analyst

    2 weeks ago


    Kansas City, Missouri, United States Energy Transfer Full time

    Position Overview:The Settlements Analyst role serves as a crucial link between our Marketing and Accounting departments. This position involves a variety of responsibilities aimed at ensuring accurate financial operations and customer interactions.Key Responsibilities:- Monitor contract allocations and assess performance metrics.- Ensure precise invoicing...

  • Settlements Analyst

    2 weeks ago


    Kansas City, Missouri, United States Energy Transfer Full time

    Join Our Team:Are you looking to be part of a dynamic organization? Engage with our digital assistant to discover more about Energy Transfer and explore your application options right from your mobile device.About Energy Transfer:Recognized by Forbes as one of America's best large employers, Energy Transfer is committed to delivering energy responsibly and...

  • Financial Analyst II

    2 weeks ago


    Kansas City, Missouri, United States City of Kansas City, MO Full time

    Position Overview:We are seeking a dedicated and detail-oriented Financial Analyst II to join our Finance Accounting Division. This role is essential in ensuring the accuracy and integrity of financial data.Compensation and Work Schedule:This is a full-time position with a competitive salary range. The typical work schedule is Monday through Friday, from...

  • Analyst Publications

    1 month ago


    Kansas City, Missouri, United States CPKC Full time

    Canadian Pacific (CP) and Kansas City Southern (KCS) are now CPKC. As the only truly North American railway, we are making big moves Drawing on our strong foundations and heritage, CPKC moves essential goods across our 20,000-mile network to support economic growth throughout Canada, the U.S. and Mexico. Be a part of history as we connect a continent and...

  • Analyst Publications

    4 weeks ago


    Kansas City, Missouri, United States CPKC Full time

    ​ ​Canadian Pacific (CP) and Kansas City Southern (KCS) are now CPKC. As the only truly North American railway, we are making big moves Drawing on our strong foundations and heritage, CPKC moves essential goods across our 20,000-mile network to support economic growth throughout Canada, the U.S. and Mexico. Be a part of history as we connect a continent...

  • Financial Analyst

    2 weeks ago


    Jefferson City, Missouri, United States Creative Financial Staffing Full time

    Job Summary:The Cost Accountant position is a key role within our organization, responsible for providing financial analysis and support to our manufacturing operations. As a Cost Accountant, you will play a critical role in ensuring the accuracy and integrity of our financial reporting, while also providing insights and recommendations to drive business...


  • Kansas City, Missouri, United States Federal Reserve Bank of Kansas City Full time

    CompanyFederal Reserve Bank of Kansas CityWhen you join the Federal Reserve - The nation's central bank - you'll play a key role, collaborating with leading professionals to strengthen and protect our economic, financial and payments systems. We dedicate more than $1 billion to technology each year to support the Federal Reserve and our economy, and we're...


  • Kansas City, Missouri, United States Federal Reserve Bank of Kansas City Full time

    CompanyFederal Reserve Bank of Kansas CityFederal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine Solutions, Fedwire, National Settlement Service (NSS), FedCash, FedACH (Automated Clearing House), Check Services, and the FedNow Service. In 2020, we undertook a strategic effort to transform FRFS...


  • Jefferson City, Missouri, United States Sedgwick Full time

    Overview: At Sedgwick, we prioritize the well-being of our employees, fostering a culture that emphasizes care and support. We believe in providing a flexible work environment that allows you to balance your professional and personal life effectively.Purpose of the Role: The primary responsibility of the Claim Examiner is to evaluate intricate general...


  • Jefferson City, Missouri, United States Sedgwick Full time

    Overview: At Sedgwick, we prioritize the well-being of our colleagues, ensuring a supportive and flexible work environment. Our commitment to a culture of care means that you can focus on what matters most to you while contributing to meaningful work every day.Purpose of the Role: The primary responsibility of the Claim Examiner is to evaluate intricate...

  • Analyst - Settlements

    3 weeks ago


    Kansas City, United States Sunoco LP Full time

    Are you interested in joining our team? Chat with our digital assistant to learn more about our company and apply right from your mobile device! Text ETP to 25000 to get started or apply through this web posting if you prefer. Energy Transfer, recogn Analyst, Settlement, Accounting, Customer Service, Technology, Skills

  • Analyst - Settlements

    4 weeks ago


    Kansas City, United States Energy Transfer Full time

    Are you interested in joining our team? Chat with our digital assistant to learn more about our company and apply right from your mobile device! Text ETP to 25000 to get started or apply through this web posting if you prefer. Energy Transfer, recognized by Forbes as one of America's best large employers, is dedicated to responsibly and safely delivering...

  • Settlement Analyst

    2 weeks ago


    Salt Lake City, United States Net2Source Inc. Full time

    Role Title: Settlement Analyst Location: Salt Lake City, UT 84111Duration: 6 Months with possibility of extensionClient: Banking FinancialJob Duties:Analyst will initiate transfer requests from client signed ACAT instruction to bring assets into the firm. This will require attention to detail with the understanding of industry and system requirements. (30%...


  • Jersey City, United States Depository Trust & Clearing Corporation Full time

    Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financ Settlement, Senior Analyst, Operations, Analyst, Senior, Operation, Technology


  • Jersey City, New Jersey, United States Depository Trust & Clearing Corporation Full time

    About the RoleWe are seeking a highly skilled Clearance and Settlement Senior Analyst to join our team at the Depository Trust & Clearing Corporation. As a key member of our FICC Settlement Operations team, you will play a critical role in ensuring the smooth and efficient settlement of financial transactions.Key ResponsibilitiesCollaborate with...


  • Jersey City, United States Dtcc Full time

    Job Description Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you...


  • Jersey City, New Jersey, United States Dtcc Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our Fixed Income Clearance and Settlement Operations Team as a Senior Analyst. In this role, you will provide operational support for the Government Security and Mortgage Back Security divisions of FICC, focusing on trade capture, comparison, netting, and settlement services...

  • TPM Analyst

    3 months ago


    Kansas City, United States TEEMA Full time

    Job DescriptionJob DescriptionJob Title: TPM AnalystJob ID: HB71257125Location: Kansas City, MOResponsibilities:Define technical and functional standards and ensure delivered work meets technical, functional, performance and business requirements as well as best practices.Lead the requirements’ definition and convert requirements into program...

  • Business Analyst

    7 days ago


    Jersey City, United States Envision Technology Solutions Full time

    Job DescriptionJob DescriptionJob Title:- Lead Business Analyst (Cards Domain SME)Location:- Jersey City, New JerseyJob Type:- ContractOn-SiteJob Description:-Technical Skills:Card issuance setupSettlement and tokenizationTransaction processing,Authentication, clearing,Disputes and chargebacks.Familiar with agileIdeal candidate would be those who hands on...


  • Jersey City, New Jersey, United States Hudson Data Full time

    Job Title: Senior Business Systems Analyst Location: Remote Duration: Long Term (W2) Employment Eligibility: H1 Transfer/ GC/ Citizen Job Overview: Engage in a dynamic and agile work environment collaborating with Management, Business, Operations, and Technology teams. Exhibit a robust understanding and experience in Equities Settlements,...


  • Salt Lake City, United States Strategic Staffing Solutions Full time

    FX Confirmations Analyst Salt Lake City, UT 6 months - W2 ONLY – “Beware of scams. S3 never asks for money during its onboarding process.” YOUR IMPACT Your role within FX Confirmations provides opportunities to provide excellent client service to our institutional client base. Through processing trades, cash transfers , settlements and...


  • new york city, United States ScaleneWorks People Solutions LLP Full time

    Hi,Hope you are doing well. I have an Urgent Requirement mentioned Below. If you are interested in this Job role, please let me know and share your updated resume and i will get back to you.Job role : Finance Technical AnalystLocation : NYC, NY-HybridJob Type: Contract2 Business Analyst - ADM -(Middle Office Technical Analyst – Investment Opera) ( Middle...


  • new york city, United States ScaleneWorks People Solutions LLP Full time

    Hi,Hope you are doing well. I have an Urgent Requirement mentioned Below. If you are interested in this Job role, please let me know and share your updated resume and i will get back to you.Job role : Finance Technical AnalystLocation : NYC, NY-HybridJob Type: Contract2 Business Analyst - ADM -(Middle Office Technical Analyst – Investment Opera) ( Middle...


  • Michigan City, Indiana, United States UnitedLex Full time

    Job Overview The Senior Analyst in Syndicated Loan Operations will play a crucial role within UnitedLex's financial services division. This position is focused on managing all lifecycle events associated with Syndicated Loans, while providing expert insights for projects and process improvements. This role is primarily office-based due to the nature of the...


  • Jersey City, New Jersey, United States CHUBB Full time

    Senior Claims Analyst - TPA Oversight - Major Accounts - Moderate Overview of the Opportunity at Chubb The Senior Claims Analyst - TPA Oversight role is designed for a hybrid work environment, allowing for a combination of in-office and remote work. Position Summary This position is centered around the technical management of claims for Chubb...


  • Jersey City, New Jersey, United States CHUBB Full time

    Senior Claims Analyst - TPA Oversight - Major Accounts - Moderate About The Chubb Career Opportunity The Chubb Senior Claims Analyst - TPA Oversight position operates on a hybrid work schedule (3 days in office, 2 days remote). Overview This role is centered on the technical management of claims for Chubb's insured clients across the nation....


  • Jersey City, New Jersey, United States CHUBB Full time

    Senior Claims Analyst - TPA Oversight - Major Accounts - Moderate Overview of the Chubb Opportunity The Senior Claims Analyst - TPA Oversight role operates under a hybrid work model, combining in-office and remote work. Position Summary This position is dedicated to the technical management of claims for Chubb's insured clients across the...


  • Jersey City, New Jersey, United States Hire Talent Full time

    JOB DESCRIPTION: At Hire Talent, we are committed to enhancing the efficiency of our Institutional Trade Processing (ITP) operations. Our goal is to facilitate seamless end-to-end processing throughout the post-trade lifecycle, providing our clients—spanning buy-side, sell-side, and custodial sectors—with a cohesive platform that minimizes manual...

  • Analyst Publications

    3 months ago


    Kansas City, United States CPKC Full time

    ​  ​ Canadian Pacific (CP) and Kansas City Southern (KCS) are now CPKC. As the only truly North American railway, we are making big moves! Drawing on our strong foundations and heritage, CPKC moves essential goods across our 20,000-mile network to support economic growth throughout Canada, the U.S. and Mexico. Be a part of history as we connect...

  • Analyst Publications

    1 month ago


    Kansas City, United States CPKC Full time

      Canadian Pacific (CP) and Kansas City Southern (KCS) are now CPKC. As the only truly North American railway, we are making big moves! Drawing on our strong foundations and heritage, CPKC moves essential goods across our 20,000-mile network to support economic growth throughout Canada, the U.S. and Mexico. Be a part of history as we connect a...