Fee Operations & Analytics Consultant

Fee Operations & Analytics Consultant Overview

• The Fee Operations & Analytics Consultant will support the Data and Tax Operations team in optimizing fee arrangements and analytics processes.
• Engage in fee calculations, revenue validation, and process improvement using advanced technologies and automation tools.
• Collaborate with financial services operations, ensuring accuracy and high-quality deliverables.
• Analyze fee data to identify trends and recommend automation opportunities.
• Gain exposure to business controls, data management, and supporting technologies.
• Work in a hybrid environment, combining remote flexibility with in-office collaboration.
• Leverage Microsoft tools and artificial intelligence for process optimization.
• Contribute to a diverse and inclusive team committed to excellence.

Fee Operations & Analytics Consultant Key Responsibilities & Duties

• Set up and maintain fee arrangements for both new and existing accounts.
• Support fee calculations and validate revenue processes for accuracy.
• Analyze fee data and processes to identify trends and improvement opportunities.
• Utilize Microsoft tools, artificial intelligence, and robotic process automation for optimization.
• Collaborate with teams to enhance financial services operations and data management.
• Prepare reports and presentations using Microsoft Excel, PowerPoint, and Word.
• Gain exposure to technology-enabled process improvements and automation tools.
• Ensure compliance with business controls and operational standards.

Fee Operations & Analytics Consultant Job Requirements

• Bachelor of Arts in Finance, Accounting, Data Analytics, Computer Science, or a related field.
• Minimum of 1 year, preferably 3 years, of relevant experience.
• Proficiency in Microsoft Excel, PowerPoint, and Word.
• Experience or interest in data analytics, automation, and artificial intelligence.
• Strong analytical, problem-solving, and communication skills.
• Attention to detail and commitment to producing accurate, high-quality work.
• Exposure to PL/SQL, RPA, or AI tools is a plus.
• Ability to work in a hybrid environment effectively.