Financial Consultant-Series 7

Location: St. Louis, MO
Date Posted: 10-21-2016
The Finance group has an opportunity for an experienced financial professional looking for a new and exciting challenge.


The responsibilities of the position will include:
• Provide billing support for team including administration and automation of several billing processes.
•Design and execution of billing processes that occur outside of the Billing system through databases.
•Oversight and implementation of the billing ‘Schedule A’ contracts into our billing system.
•Update and edit contractual agreements such as new ‘Schedule A’ documents and amendments to existing ‘Schedule A’ documents.
•Create, Edit, and Audit process flows for certain billing processes.
•Audit to verify billing processes and procedures are being accurately executed.
•Develop into a subject matter expert over several of our billing processes which may include billings for bank deposit sweep revenue sharing, billing on entitlements, and billing on margin balances.
•Develop analytics around product and platform offerings such as account fees, advisory programs, and technology.
•Client Service and point of contact for our firms for billing assistance such as explanation of settlement statement, questions regarding billing reports, and general inquiries.
•Communicate concise, relevant, and actionable analysis for IBG and senior management.
•Partner with business partners to provide accurate and relevant reporting & analysis around billing analytics for the 73 non-affiliated firms who clear through First Clearing today.
•Setup firm commission schedules and inventory accounts.
•Process firm rep adjustments.
•Partner with Accounting and greater Finance team with monthly results from the billing cycle and its impact to our General Ledger and Financial Results.

Required Qualifications:

•4+ years of finance experience

Desired Qualifications:

•Advanced Access skills (2+ Years).
•Advanced Excel skills (4+ Years).
•Proven skill and proficiency with critical thinking, analysis, and ability to manipulate a substantial amount of data.
• Extensive knowledge of the brokerage industry specifically the operations side of the clearing business.
•Excellent organizational skills and attention detail.
•Ability to proficiently prioritize work, manage time, and meet multiple deadlines.
•Ability to demonstrate positive behaviors while performing job responsibilities.
•Experience with development and delivery of presentations to all levels of management.
•Strong verbal and written communications skills.
•Extensive BETA Back Office knowledge.
•Knowledge with legal document review.
•Project management experience.
•Series 7 license.
Very competitive salary and benefits!
Great company to work for!
Full relocation package is available!
Don't miss out! Apply now and we'll be in touch immediately with more specific details, salary information and to answer any questions!!

This position does NOT provide sponsorship so please do NOT apply if you require sponsorship.  Thank You

KP Recruiting Group 
"Bringing Talent to the Marketplace"

KP Recruiting Group is a well established and very respected recruiting firm.  We have built a strong reputation as a premier resource for providing highly qualified candidates for our clients.  We are very experienced in many industries and have a wide range of clients.  We will serve as your advocate during your career search!  Let us do the work for you!  There is never a fee for our services!



 
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