Fee Accommodation Analyst
About The Position
The Fee Accommodation Analyst will support the accurate and timely review, approval coordination, implementation, and monitoring of sales fee accommodations. This role involves reviewing, processing, and tracking sales fee accommodation requests, validating request details, coordinating with business partners to resolve questions or discrepancies, and supporting the timely implementation of approved fee arrangements. The analyst will also maintain accurate records, monitor outstanding requests, provide regular status updates, and identify opportunities to improve processes, controls, documentation, and overall operational efficiency. This position can accommodate a hybrid work schedule and is open to candidates located near offices in Concord, CA or Charlotte, NC.
Requirements
- Strong analytical and problem-solving skills with a high level of attention to detail
- Ability to review data, identify variances, research exceptions, and clearly document conclusions
- Strong written and verbal communication skills, with the ability to clearly document findings, decisions, and required actions
- Strong prioritization and organizational skills with the ability to manage multiple assignments in a fast-paced environment
- Proficient with Microsoft Office, particularly Excel, Outlook, and Word
- Ability to work independently and collaboratively while consistently meeting deadlines
- Ability to learn new systems and processes and follow established procedures and controls
- Strong customer focus and sound judgment in identifying what is in the best interest of the client and the firm
- Bachelor’s Degree or equivalent experience required
- Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
Nice To Haves
- 2 - 5 years of experience in financial services, billing, operations, accounting, data analysis, or a related field preferred
Responsibilities
- Analyze, review and implement sales fee accommodation requests in accordance with established procedures and service-level expectations
- Investigate fee accommodation-related inquiries, discrepancies, and exceptions, and escalate material risks as appropriate
- Review account data, fee schedules, approvals, and supporting documentation to validate accommodation terms
- Monitor and reconcile active fee accommodations to identify inaccurate, missing, expired, or inconsistent applications
- Prepare reports and dashboards summarizing accommodation volumes, financial impact, trends, exceptions, and outstanding items
- Maintain documentation and supporting evidence for request reviews, required approvals, implementation, and control execution
- Partner with Sales, Sales Operations, Product, Finance, Operations, and other teams to resolve issues and clarify requirements
- Assess the impact of product, pricing, system, and process changes on fee accommodations
- Identify opportunities to streamline workflows, strengthen controls, reduce manual effort, and introduce automation
- Analyze recurring accommodation trends to identify potential pricing, policy, or process improvements
- Participate in new Platform Revenue initiatives and evaluate impacts to existing billing processes
- Develop working knowledge across Platform Revenue processes and provide cross-functional or backup support as needed
Benefits
- Flex Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
