Expense Management Analyst
$47,840–$47,840 year
On-siteDallas, Texas, United States
Job Summary
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 while collaborating with controllers, portfolio managers, and operational groups. Build communication skills through interaction with senior leadership to resolve issues and collaborate on process improvements. This three-month contract offers a possibility to extend or convert to FTE. The role supports the operational efficiency and financial accuracy of the Asset Management Division.
Required Qualifications
- Bachelor's degree
- minimum of two (2) years of experience in financial services
- Proven analytical skills
- problem-solving ability
- control mentality
- Aptitude for building relationships
- ability to communicate complex issues to a wide array of internal clients
- Self-motivated
- proactive team player
- strong organizational skills
- Ability to effectively manage competing priorities
- work well under pressure in a team environment
- High level of accuracy
- ability to maintain this standard under deadline pressure
- Proficient in MS Outlook
- Proficient in Word
- Proficient in Excel
- including pivot tables
- including VLOOKUP
- Proficient in PowerPoint
- Proficient in Zoom
- Risk management focus
- Strong interpersonal skills
- Strong written communication skills
- Strong oral communication skills
- Keen attention to detail
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