Job Description

Job Title: Expense Management Analyst

Location: Dallas, TX

Duration: 3 months + Possibility to Extend and/or Convert to FTE

Pay Rate: $23/HR (W2 Only)

Job/Role Description:

• This role helps support the operational efficiency and financial accuracy of our client's Asset Management Division.
• This position will provide support for the approval, allocation, and accounting of expenses, collaborating with controllers, portfolio managers, and various operational groups.
• This position will ensure high quality service delivery through meticulous data analysis, expense tracking, and adherence to risk management and control standards.
• 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
• Build communication skills through interaction with senior leadership and internal teams to resolve issues and collaborate on process improvements
• Display ability to function as a team player while working in a fast-paced environment
• Develop project management skills by assisting with system or process improvement projects
• Develop critical thinking by investigating and resolving complex issues

Required Qualifications

• Bachelor’s degree with a minimum of two (2) years of experience in financial services
• Proven analytical skills, problem-solving ability, and a control mentality
• Aptitude for building relationships and ability to communicate complex issues to a wide array of internal clients
• Self-motivated and proactive team player with strong organizational skills
• Ability to effectively manage competing priorities and work well under pressure in a team environment
• High level of accuracy with the ability to maintain this standard under deadline pressure
• Proficient in MS Outlook, Word, Excel (including pivot tables and VLOOKUP), PowerPoint, and Zoom
• Risk management focus
• Strong interpersonal, written, and oral communication skills
• Keen attention to detail