Treasury Analyst (Project Based)
Core
Manage payroll processes, financial reporting, and system enhancements for financial advisors.
Role type
Treasury Analyst (Payroll & Financial Reporting)
Builds
Payroll disbursements, tax reconciliation reports, and financial dashboards for advisors.
Domain
Financial Services / Payroll & Treasury
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Payroll administration, Financial reporting, Tax reconciliation, General ledger reconciliation, Ad hoc reporting, UAT participation, Microsoft Excel
Preferred skills
Payroll systems experience, Financial reporting experience
Responsibilities
Administer payroll and benefits for advisors, Prepare and analyze payroll reports, Compile and analyze withholding tax reports, Generate ad hoc reports (Clearance, Certificate, Branch Fund), Participate in User Acceptance Testing (UAT), Handle stakeholder inquiries
Seniority
Individual Contributor