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Financial Analysis Analyst (AUSTIN)
Ref No.: 20-03073
Location: Austin, Texas
Financial Analysis Analyst
Schedule: Mon-Fri 8am-5pm.
Location: Work at home only until the office is re-opened then the worker will be expected to work in the Austin office.

Job Summary:
Supports the accurate calculation and timely payment of commissions to our various agents/agencies/sales partners and the completion of accounting work related to this including, but not limited to journals, transactions, validations, audits, and data entry. Answers agent's questions via the telephone, emails, faxes, etc.

Core Responsibilities:
  • Answer incoming phone calls from agents regarding compensation or debit balances
  • Respond to agent inquiries via email or phone
  • Audit compensation payments (commissions, overrides) including performing SOX audits
  • Research and resolve compensation issues
  • Prepare necessary journal entries to resolve discrepancies
  • Read and interpret commission schedules
  • Read and interpret commission statements
  • Guide agents through agent web portal
  • Run MS Access or SQL queries
  • Work well independently and under pressure and meet deadlines
  • Ensure accurate payment of commissions according to department standards
  • Create manual commission adjustments, payments, direct deposits, etc.
  • Create General Ledger vouchers, stop payments of checks and reissues of checks
  • Initiate debit balance collection process and establishment of Promissory Notes
  • Develop detailed knowledge of commission schedules and products
  • Submit commission schedules to Information Technology to implement new or revised commission schedules to support our sales partners and programs
  • Performs other duties as assigned
  • Interact with other departments regarding the payment of agent commissions
  • Provide data reports to management as requested
  • Assist with special projects as directed
Minimum Qualifications:
  • Proficient in use of PC based systems used: Microsoft Office, Excel
  • Excellent verbal and written communication skills
  • Effective problem solver
  • Excellent customer service skills
  • Attention to detail and analytical thinking