About the job
Job Summary : As a Revenue Analyst, you will be responsible for the end-to-end process of brokerage and commission management for mutual funds, insurance and other products.
If youre great with numbers and an Excel-ninja while understanding that numbers and narrative should go hand-in-hand, you might be a right fit for the role while gaining great insight into the fintech ecosystem.
Key & Commission Management :
- Handle inflows and outflows of revenue, bring in standardization and structures, exception-handling mechanisms and ensure seamless flow month-on-month
- Margin management in line with planned budgets and structures
- Resolve discrepancies and edge-cases by coordinating with internal teams, close loops within a reasonable time frame
- Handle reconciliation of receipts and payouts, and resolve unreconciled items
- Handle escalations from sub-distributors - identify root cause and provide resolution while also improving the process
- Assist in monthly revenue payouts by collating exceptions, special requests and coordinating with the Finance & Analytics teams.
MIS Reporting :
Prepare and maintain comprehensive MIS reports covering brokerage and commission details.Generate periodic reports for management, providing insights on revenue distribution and margins, and trend analysisProcess Improvement :
Identify opportunities for process automation and efficiency enhancement in brokerage and commission management.Collaborate with internal teams to streamline reporting and reconciliation collaboration :Handle queries and requests from internal teams surrounding revenue efficiently, ensuring clarity and controlHandle periodical brokerage updates and internal communication around the Bachelor's / Master's degree in Finance, Accounting, or related field- CA preferred2+ years of experience in revenue management, financial analysis in the financial services industryStrong communication in English and HindiAdvanced Excel skills (pivots, formulae and speed)Excellent analytical and problem-solving skillsAttention to detail and a high degree of accuracy (a very sharp eye Skills :Experience with wealth management, banking or distribution businesses.Basic knowledge of GST and the process involved (input tax, liability, filing, Chennai Type : Full-time(ref : iimjobs.com)