Daley And Associates, LLC · 1 week ago
Revenue Operations Analyst
Boston, MA
Contract
Onsite
Entry Level
$25/hr - $35/hr
1+ years expDaley And Associates, LLC is a highly successful investment management firm based in Boston, seeking a detail-oriented Revenue Operations Analyst to join their Invoicing team. The role involves supporting the calculation, review, and preparation of management and performance-based fee invoices while collaborating with Client Services and Investment Product teams.
BankingConsultingFinancial ServicesHuman ResourcesInsurance
Hiring Manager
Alanna Ross
Responsibilities
Calculate, prepare, process, and review management fee invoices and supporting documentation, including base fees, performance/variable fees, and applicable taxes, using multiple systems and data sources
Collaborate with internal stakeholders to evaluate existing and proposed Most Favored Nation (MFN) arrangements and analyze their revenue impact
Respond to ad hoc requests from internal teams and external clients regarding invoicing and revenue matters
Support the preparation and organization of data for System and Organization Controls (SOC) audits
Assist with testing, validation, and implementation of system enhancements, including a major platform upgrade planned for later this year
Review and approve the setup of new accounts in the revenue platform to ensure accuracy, compliance, and completeness
Develop and maintain clear process documentation for current workflows and future onboarding
Identify opportunities for operational efficiencies and contribute to continuous process improvement initiatives
Qualification
Required
Bachelor's degree required
Strong analytical and mathematical skills, with solid business judgment and interest in financial markets
Ability to manage multiple priorities, problem-solve effectively, and thrive in a fast-paced environment
Proficiency in Microsoft Excel and the ability to quickly learn proprietary systems
Excellent written and verbal communication skills
Strong organizational skills and exceptional attention to detail
Demonstrated willingness to learn, take initiative, and grow into m
Preferred
1–2 years of relevant professional experience preferred
Prior invoicing experience within financial services strongly preferred
Experience with RevPort is a plus, but not required
Company
Daley And Associates, LLC
Daley and Associates is a boutique executive search and contract staffing firm specializing in the placement of Accounting, Finance, Information Technology, Legal, Administrative and Life Sciences professionals.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christyn Thatcher
CFO/COO
Hank Phillips
Principal & COO
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