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Investment Mgmt.Operations Analyst

Posted 29 days ago

  • Expiry Date: 02 October 2022
  • Referral: 215700@accuick.com

​Job Description:

Responsibilities:

  • Support the bottom up budget and forecast by regions, functions, services, and Trusts.

  • Support the PDR framework governance for PDR percentage splits, to be applied to the bottoms up budget line items

  • Calculate PDR Non Overhead funding

  • Manage the PDR request process.

  • Discuss questions on PDR splits with leadership (legal/ marketing/ strategy/ finance).

  • Support purchase order creation and train the business on best practices.

  • For the larger and more complicated vendor relationships, provide your subject matter expertise for the purchase order and invoicing setup.

  • Manage MarkTrak

  • Be an expert and support the business on the split invoice function that allows the owner to allocate an invoice to different funding sources, in line with the budget approved category allocation.

  • Review funding allocations, commitments, and the owner's spending.  Provide high level reporting for quarterly business reviews.

Must Have:

  • Bachelor’s degree

  • 2-4 years of experience in finance, accounting, or operations

  • Intermediate PPT, Word, Excel, and Project skills 

  • Note: Hybrid - 8-5 EST, we would like the contractor to  come onsite one day a week of their choosing, preferably not on Friday.

About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities

ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.