Excel Analyst

Job Description

Support the Wealth division during the transition from a roughly 25-year-old legacy system to Salesforce Validate approximately 500–600 transactions per month, confirming client information, funds/revenue, deal-team members, and proper incentive credit Perform Excel-heavy calculations, reconciliations, lookups, PivotTable analysis, and transaction-level verification Compare data moving between the legacy environment, Salesforce, and incentive compensation processes Investigate discrepancies by determining what information is missing, why it is missing, and how it should be corrected Reach out by phone and email to business partners, directors, and leadership to verify information and resolve data issues Support parallel testing between the legacy and new environments, comparing outputs and identifying why calculations or incentive results do not align Analyze data from the old and new systems to identify gaps, trends, and migration issues Help ensure accurate sales reporting and incentive compensation throughout the system transition Provide additional analytical support across areas such as retail, indirect lending, and mortgage

Skills and Requirements

Expert-level Excel skills, including complex formulas/calculations, PivotTables, VLOOKUP/XLOOKUP, INDEX/MATCH, data validation, and reconciliation Experience working with large datasets and performing detailed transaction-level analysis Incentive compensation or variable compensation experience, preferably within banking or financial services Financial and analytical acumen with the ability to validate revenue, funds, deal-team attribution, and incentive credit Salesforce experience, particularly working with data coming from or moving into Salesforce Strong reconciliation skills with the ability to compare information across legacy and new systems and identify discrepancies High-level self-starter who can contribute immediately without requiring a 30/60/90-day training period Strong attention to detail and accuracy when validating approximately 500–600 transactions per month Excellent written and verbal communication skills with the professionalism to contact directors, leadership, and other stakeholders to resolve missing or incorrect information Strong critical thinking and problem-solving skills Banking experience, ideally within Wealth Management, Trust, or related financial services areas Experience with incentive compensation platforms such as Varicent or similar compensation management systems Experience supporting a legacy-system-to-Salesforce migration Experience with financial reporting platforms or business intelligence tools Microsoft Access experience Experience supporting control documentation, testing, audit activities, or parallel-system validation Understanding of sales reporting and how transactional data flows into incentive compensation calculations

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].