Title- CW Analyst
Location- Salt Lake City, UT, 84111
Duration- 6 months

Position Summary:

• The Fees and Commissions team manages income, fee and interest charges for the client and house businesses.
• The team impacts the success of millions of trades a day and uses data-based decision making to influence strategic business decisions.
• Adapting to changing client and business needs and accurate management of charges is critical to the profitability of our organization.
• Team responsibilities include rate maintenance, charge validations, reconciliations, adjustments, payments, cost allocations, system developments, regulatory updates, strategic projects, and business query support.
• The team uses data analytics and tools such as Alteryx, Tableau and SQL to make data-driven decisions and suggestions.

Key Responsibilities:

• Enhance and improve processes and functions by developing a deeper understanding of the function and becoming a technical expert
• Collaborate with technology and business partners as well as external contacts to improve strategic process workflows
• Provide timely client or business query support
• Identify control weaknesses and recommend robust solutions
• Monitor futures/listed derivative fees, commission or interest related functions for clients and house businesses
• Maintain accurate commission, interest and fee rates for clients in all firm systems
• Ensure accurate collection and payment for millions of trades a day
• Monitor and approve functions across the trade lifecycle including validations, configurations, adjustments, reconciliations, invoices, and payments
• Align team expectations and oversee gaps across all phases of the trade and billing lifecycle
• Act as a technical expert to enhance processes and recommend solutions with internal and external partners
• Assess client, business and regulatory needs and identify required changes
• Plan and execute projects to increase profitability and meet compliance guidance
• Develop readiness plans and change management strategies for new functionality upgrades
• Partner with Business Intelligence teams to develop risk mitigation capabilities using quantitative and qualitative data
• Define project scope, resources, objectives, milestones, and measure outcomes
• Identify project bottlenecks and propose feasible solutions
• Collect, interpret, and condense large datasets into actionable insights for senior stakeholders
• Translate project business requirements for technical and non-technical stakeholders

Skills and Experience:

• Self-motivated, proactive team player with strong ownership, accountability, and organizational skills
• Ability to manage competing priorities effectively
• Proactive and enthusiastic with high attention to detail
• Highly collaborative, flexible, and team-focused
• Strong problem-solving, critical thinking, and judgment skills
• Excellent client service and communication skills for complex topics
• Proficiency with MS Office, especially Excel, and ability to learn new systems quickly
• Experience with data ingestion, transformation, harmonization, processing, modeling, and access
• Financial and risk management experience, including compliance risk such as data management and charge accuracy

 
  
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 23.72/hr.