Financial Analyst - Sales Compensation & Distribution
Core
Director on the Sales Incentive Compensation and Distribution Analytics team supporting distribution economics, sales compensation, business planning, forecasting, and management reporting across Investment Management.
Role type
Director, Financial Planning & Analysis (Sales Compensation)
Builds
Sales incentive compensation plans, forecasting models, distribution profitability frameworks, and management reporting dashboards.
Domain
Investment Management / Financial Services
Required skills
Scenario analysis, SAP Incentive Compensation Management administration, forecasting modeling, analytical framework design, Excel, PowerPoint, variance analysis, data visualization
Preferred skills
Asset management experience, AI toolset proficiency, automation of reporting processes
Technologies
SAP Incentive Compensation Management, Excel, PowerPoint
Responsibilities
Develop scenario analysis for sales incentive compensation plan design; Own administration of sales incentive compensation plans and payroll; Manage sales compensation programs and reporting; Develop and maintain forecasting models for sales, revenue, and expenses; Build analytical frameworks for distribution profitability trends; Support fee sharing and intermediary economics analysis; Partner with Sales, HR, Finance, and Operations on business initiatives.
Seniority
Director, strategic partner level