Revenue Administration - Senior Operations Analyst

KeyBank • Brooklyn, OH

5d • $63,000 - $96,000 • Hybrid

About The Position

Revenue Administration supports the fee process for Key PrivateBank and Institutional Services. The Senior Operations Analyst partners with leadership and applies functional expertise to drive or analyze operational and operational-support processes. The role provides advanced support to the department manager and associates to ensure trust fees are generated accurately, completely, and on time. It also supports management through information analysis and reporting, including recurring and ad hoc reports for management and lines of business.

The analyst supports the end-to-end fee process, including account setup and maintenance, fee calculation and collection, statistics gathering, and overall system architecture. Responsibilities also include maintaining Global Plus System coding and parameters used for client fee computations, researching and resolving fee issues, supporting computation requests, and contributing to employee training and department initiatives. The role is hybrid, with three or more days in the office.

Requirements

• Strong mathematical aptitude to analyze complex calculations, identify variances, and validate financial results accurately.
• Advanced Excel skills and the ability to compile data using advanced Excel tools.
• At least five years of relevant experience.
• A bachelor's degree, preferably in Business or Finance, or equivalent experience.
• Ability to learn detailed, complex processes quickly and work independently with limited supervision.
• Excellent analytical and organizational skills.
• Sound business judgment, including the ability to prioritize tasks, escalate and resolve issues, and meet deadlines.
• Excellent verbal and written communication skills and the ability to interact positively with lines of business and Finance partners.
• Proven ability to work successfully in a team environment.
• Process-improvement orientation and innovative problem-solving skills.

Nice To Haves

• Prior experience with investment management, trust, or trust operations.
• Working knowledge of General Ledger account postings and revenue recognition.
• Working knowledge of Cognos and/or databases.

Responsibilities

• Identify and implement operational improvements that generate measurable organizational benefits and support larger improvement projects.
• Help develop reporting and metrics to measure operational-process performance and effectiveness.
• Support solutions to business-critical operational or technology issues, including assessing operational impact, conducting root cause analysis, identifying cross-business impacts, and communicating solutions.
• Mine data from primary and secondary sources, sometimes using complex joins across multiple datasets.
• Use project management skills to drive and support tasks such as application changes, upgrades, issue remediation plans, and second- and third-line-of-defense exams.
• Partner and communicate with stakeholders to prioritize, plan, and track work through completion.
• Develop and maintain relationships with internal and external stakeholders, including lines of business, technology, compliance, and vendors.
• Support the end-to-end fee process and use system and process expertise to support department activities.
• Create and maintain Global Plus System coding and parameters used for client fee computations.
• Prepare monthly line-of-business reporting and develop ad hoc reports as needed.
• Proactively identify and resolve complex or sensitive issues.
• Help Revenue Analysts research and resolve fee problems and enter computation requests.
• Participate in training new employees and existing employees learning new functions.
• Contribute improvement ideas and participate in or lead department initiatives to increase efficiency and improve service.
• Monitor, track, and review written procedures, ensuring they reflect current operating standards, regulatory requirements, and internal controls.
• Perform other duties as assigned; duties, responsibilities, and activities may change.

Benefits

• Eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• A list of benefits for which the position is eligible is available via the employer's benefits link; specific benefits are not listed in the posting.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior