Financial Analyst

CornerStone Professional Placement; Frisco (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading recruiting firm is seeking a skilled Financial Analyst to manage commission processes and support finance operations in Frisco, TX. The candidate should have a Bachelor's degree in Accounting or Finance and 3–7 years of relevant experience. This full-time role requires expertise in Excel and strong organizational skills in a fast-paced environment.

Qualifications

• 3–7 years of experience in Finance or Accounting preferred.
• Experience with Excel (VLOOKUP, Pivot Tables, etc.).

Responsibilities

• Calculate weekly/biweekly/monthly vendor remittances.
• Track weekly double RDR refund transactions.
• Process weekly commission requests and reporting.
• Reconcile vendor remittances monthly to bank payments.

Skills

Proficiency in Microsoft Office Suite

Strong organizational skills

High attention to detail

Clear communication skills

Self-starter with initiative

Education

Bachelor's degree in Accounting or Finance

Job description

Overview

CornerStone Professional Placement has partnered with a leading organization seeking a skilled Financial Analyst to join their Finance team. This role is responsible for managing commission processes, vendor remittances, credit card reconciliations, and supporting various finance operations. The ideal candidate will be detail-oriented, highly analytical, and able to manage multiple priorities in a fast-paced environment.

Schedule: Monday–Friday, 8:00 AM–5:00 PM CT

Location: 100% Onsite in Frisco, TX 75034

Key Responsibilities and Duties

• Calculate weekly/biweekly/monthly vendor remittances (approx. 100)
• Track weekly double RDR refund transactions
• Process weekly commission requests and reporting (earned and fees)
• Confirm commissions are set up correctly for agent accounts during payment cycle
• Regenerate each CRM instance prior to data extraction
• Set up commissions for newly onboarded agents and update existing ones as needed
• Update commission schedules for IMOs as new products become available
• Respond to agent commission inquiries regarding balances, statements, and back-office issues
• Reconcile CRM credit card transactions to merchant processing gateway twice weekly
• Review and process cancellations for members on hold (daily, weekly, and bimonthly as required)
• Ensure correct payment processors are used across all merchant accounts
• Track daily chargeback alert resolutions, refunds, and related cancellations
• Reconcile vendor remittances monthly to bank payments and QuickBooks entries
• Assist with various finance tasks including chargeback inputs and NACHA ACH uploads
• Perform ad hoc financial analyses at the direction of the Director of Finance

Required Skills and Qualifications

• Proficiency in Microsoft Office Suite, especially Excel (VLOOKUP, Pivot Tables, etc.)
• Strong organizational and multitasking skills
• High attention to detail and accuracy
• Clear and professional communication skills
• Self-starter with initiative, flexibility, and eagerness to learn
• Bachelor’s degree in Accounting or Finance (or equivalent work experience)
• 3–7 years of experience in Finance or Accounting preferred

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance and Accounting/Auditing

Industries

• Insurance Agencies and Brokerages and Financial Services