The Commissions Analyst at Larson Financial Holdings, LLC, plays a vital role in ensuring the accurate and efficient processing of commissions within our organization. This position is responsible for managing and maintaining critical policy and customer data, entering and validating commission statement data, and supporting the overall commission process. The Commissions Analyst works closely with sales and leadership teams, providing essential insights into sales performance and monthly totals.

Key responsibilities include responding to advisor inquiries, conducting detailed research to resolve discrepancies, and participating in various financial and IT-related projects. Strong problem-solving and decision-making skills are essential, as the role demands meticulous attention to detail and the ability to handle complex data.

The ideal candidate will be well-versed in the entire commissions process, from data entry to reporting and analysis, and will demonstrate a proactive approach to improving efficiency and accuracy. This position offers the opportunity to work in a dynamic environment, contributing to the success of the sales team and the organization as a whole.

JOB DUTIES AND RESPONSIBILITIES:

The Commissions Analyst performs a wide range of duties that may include, but are not limited to:?

Become proficient in the commission management systems using a combination of Excel, NetSuite, Salesforce and Terrapin/Pandia/Domo including entering commission data, updating status of existing policies, processing payments, and reviewing reports
Maintain the sales organizational hierarchy, and make any necessary changes due to production tier levels, hires, terminations, or split case sales
Maintain commission data, which requires keen attention to detail to ensure accuracy and efficiency
Help maintain Pandia and Salesforce data integrity, monitoring for errors and resolving them when found
Communicate with internal and external contacts to research and verify status of existing insurance policies, financial accounts and other products offered by the company
Handle DTCC (Depository Trust & Clearing Corporation) commission feed related tasks
Communicate with sales representatives including monthly reporting, date inquiry, and problem resolution
Prepare and analyze quarterly production bonuses for sales representatives and their service teams
Analyze and present on sales performance results
Prepare annual budgets by representative and line of business
Other assignments and responsibilities as necessary

Position Qualifications/Requirements

Minimum Qualifications

Bachelor's degree in accounting, Finance, Information Science and Technology or Other Related Field
2-3 years of analysis experience
Proficient in MS Office
Strong attention to detail
Strong communication skills, both written & verbal
Commitment to maintaining the highest level of confidentiality with client and internal staff information

Preferred Qualifications

Experience in the wealth management industry
ERP or accounting systems experience with NetSuite
Proficient with Salesforce CRM; experience with Financial Services Cloud is a plus
Ability to prioritize and manage time in a fast-paced environment
Advanced computer software skills, including writing macros in Excel and other accounting packages
Desire to continuously learn, take on a wide range of tasks and grow with our company

Larson Financial Holdings, LLC offers a generous employee benefits & perks package:

Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical Insurance (HDHP HSA 5000 plan is 100% ER PD – other plans available with shared cost)
Dental Insurance
Vision Insurance
ER PD Long Term Disability
ER PD Life Insurance
ER PD EAP
Voluntary Life & STD available
Supplemental Insurance available
Paid Time Off (112 hours after 90 days)
Holiday Pay (12 Holidays)
Training & Education
ER Events, Awards, Activities

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Larson Network Services, LLC jobs

Commissions Analyst