Fee Accommodation Analyst

Jobtailor; California (MO); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor is seeking a detail-oriented analyst to analyze and implement sales fee accommodation requests, ensuring compliance with procedures and SLAs. You will investigate inquiries, discrepancies, and exceptions, and support documentation for term validation and approvals.

You will monitor accommodations, prepare dashboards on volumes and financial impact, and collaborate with Sales, Product, Finance, and Operations to resolve issues and improve processes.

Qualifications

• Bachelor's degree or equivalent experience required.
• 2–5 years of experience in financial services, billing, operations, accounting, data analysis, or related field preferred.
• Strong analytical and problem-solving skills with a high level of attention to detail.
• Ability to review data, identify variances, research exceptions, and clearly document conclusions.
• Strong written and verbal communication skills, with the ability to clearly document findings, decisions, and required actions.
• Strong prioritization and organizational skills with the ability to manage multiple assignments in a fast-paced environment.
• Proficient with Microsoft Office, particularly Excel, Outlook, and Word.

Responsibilities

• Analyze, review and implement sales fee accommodation requests in accordance with procedures and SLAs.
• Investigate inquiries, discrepancies, and exceptions and escalate material risks as appropriate.
• Review account data, fee schedules, approvals, and supporting documentation to validate terms.
• Monitor and reconcile active fee accommodations to identify inaccuracies, gaps, or expirations.
• Prepare reports and dashboards summarizing accommodation volumes, financial impact, trends, exceptions, and items outstanding.
• Maintain documentation and evidence for reviews, approvals, implementation, and control execution.
• Collaborate with Sales, Sales Operations, Product, Finance, Operations, and others to resolve issues and clarify requirements.
• Assess impact of product, pricing, systems, and process changes on accommodations.
• Identify opportunities to streamline workflows, strengthen controls, reduce manual effort, and introduce automation.
• Analyze recurring accommodation trends to identify potential pricing, policy, or process improvements.
• Participate in Platform Revenue initiatives and evaluate impacts to billing processes.
• Develop working knowledge across Platform Revenue processes and provide cross-functional or backup support as needed.

Skills

Data Analysis

Financial Services Experience

Sales Fee Accommodation Management

Strong Communication Skills

Attention to Detail

Prioritization Skills

Organizational Skills

Problem-Solving Skills

Education

Bachelor's Degree or equivalent experience

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

Analyze, review and implement sales fee accommodation requests in accordance with established procedures and service-level expectations
Investigate fee accommodation-related inquiries, discrepancies, and exceptions, and esc... material risks as appropriate
Review account data, fee schedules, approvals, and supporting documentation to validate accommodation terms
Monitor and reconcile active fee accommodations to identify inaccurate, missing, expired, or inconsistent applications
Prepare reports and dashboards summarizing accommodation volumes, financial impact, trends, exceptions, and outstanding items
Maintain documentation and supporting evidence for request reviews, required approvals, implementation, and control execution
Partner with Sales, Sales Operations, Product, Finance, Operations, and other teams to resolve issues and clarify requirements
Assess the impact of product, pricing, system, and process changes on fee accommodations
Identify opportunities to streamline workflows, strengthen controls, reduce manual effort, and introduce automation
Analyze recurring accommodation trends to identify potential pricing, policy, or process improvements
Participate in new Platform Revenue initiatives and evaluate impacts to existing billing processes
Develop working knowledge across Platform Revenue processes and provide cross-functional or backup support as needed

Requirements

• Bachelor's Degree or equivalent experience required
• 2 - 5 years of experience in financial services, billing, operations, accounting, data analysis, or a related field preferred
• Strong analytical and problem-solving skills with a high level of attention to detail
• Ability to review data, identify variances, research exceptions, and clearly document conclusions
• Strong written and verbal communication skills, with the ability to clearly document findings, decisions, and required actions
• Strong prioritization and organizational skills with the ability to manage multiple assignments in a fast-paced environment
• Proficient with Microsoft Office, particularly Excel, Outlook, and Word

Core Competencies

Demonstrates strong analytical skills and attention to detail in reviewing and validating sales fee accommodations, while effectively collaborating with cross-functional teams to streamline processes and enhance operational efficiency.

Highest-signal resume keywords

• Data Analysis
• Financial Services Experience
• Sales Fee Accommodation Management
• Microsoft Excel Proficiency
• Strong Communication Skills

ATS Optimization Keywords

Hard Skills

• Data Analysis
• Sales Fee Accommodation Management
• Financial Impact Assessment
• Report Preparation
• Process Improvement

Soft Skills

• Analytical Skills
• Problem-Solving Skills
• Attention to Detail
• Prioritization Skills
• Organizational Skills

Industry Keywords

• Financial Services
• Billing
• Operations
• Accounting
• Platform Revenue

Tools & Technologies

• Microsoft Excel
• Microsoft Outlook
• Microsoft Word