Found Description
Process Ownership: Lead the end-to-end commission lifecycle and act as the senior escalation point for all compensation-related inquiries across the firm.
Accuracy & Validation: Oversee the precise calculation, reconciliation, and distribution of commissions, managing both standard payouts and advisor-specific exceptions.
Discrepancy Resolution: Perform deep-dive investigations into discrepancies by tracing data across accounting records and commission platforms to ensure full resolution.
Compliance & Audit: Support external audits and regulatory filings by maintaining rigorous internal controls, detailed audit trails, and comprehensive working papers.
Financial Reporting: Partner with the broader Finance team on month-end closing procedures, variance analysis, and management reporting.
Workflow Optimization: Proactively identify opportunities to automate manual adjustments, streamline wor...