Financial Analyst
Lincoln Financial Group - Fort Wayne, IN

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As the Broker Dealer Financial Analyst you are responsible for providing ongoing support to brokerage operations to ensure that brokerage revenue and expense is accurate and properly accounted for. You will a pply technical and product knowledge to develop financial models, create reports and make recommendations to management for making key business decisions. You will c onduct complex research within the company and/or externally to analyze costs and understand profitability.


Analysis and Reporting
  • Analyzes and documents clearing firm business.
  • Reviews and maintains clearing firm contracts and supporting documentation. Compile information and analyze data to validate accuracy.
  • Daily reconciliation of clearing firm activity for two broker/dealers, performing extensive research and analysis of variances.
  • Works closely with Investment Services and Accounting to research discrepancies and process accounting entries.
  • Maintains detailed ticket charge/pricing documentation and data tables for brokerage accounts.
  • Works closely with Investment Services and Advisory Services to assist in setting up new products and product types.
  • Performs analysis and create process to ensure accurate processing of brokerage transactions and pass through of expenses.
  • Develops and maintains transactional financial model and perform customer value analysis.
  • Identifies opportunities for harmonization and proposes changes to increase profitability and add value.
  • Analyzes data integrations with accounting, workflow, and trading applications, and create and maintain documentation to be used for operational support.
  • Participates in quarterly earnings meetings with Senior Management to provide insight and overview of variances and trends. Recommends ways to improve transparency.
  • Supports the forecasting and budget process.
  • Perform ad-hoc analytic requests, database queries, and report generation as needed.
  • M anage projects with varying degrees of complexity.
  • Bachelor’s Degree in a business related discipline or 5+ years of comparable work experience


Lincoln Financial Group - 11 months ago - save job - block
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About this company
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Lincoln Financial Group is a diversified financial services organization headquartered in the Philadelphia region. With $150 billion as of...