Hybrid Financial Analyst, Global Revenue Ops & Forecasting

Wellington Management; Boston (MA); On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental

Vision

Commuter program

Job summary

Wellington Management is hiring a Financial Analyst within the Global Revenue Operations team to manage revenue accounting, close, and reporting. You will partner with Treasury, Global Accounting, Tax, and FP&A to ensure accurate monthly close, forecasts, and analyses across complex fee structures.

Role requires 1-5 years experience, strong Excel/Word skills, and experience with revenue modeling. The company supports hybrid work and offers a comprehensive benefits package.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field.
• 1-5 years of relevant experience
• Analytical aptitude with strong attention to detail
• Advanced experience with Microsoft Excel and Word
• Experience with performance model building (e.g., revenue forecasting, fee modeling, or scenario analysis)
• Exposure to data visualization and workflow tools such as Power BI, Tableau, and emerging AI tools is a plus
• Proven track record of identifying and implementing process improvements and system enhancements
• Excellent written and verbal communication skills
• Highly self-motivated with the ability to manage multiple priorities

Responsibilities

• Calculate and account for management fees (base and performance fees), including complex hedge fund and private market structures
• Perform monthly accounting close activities, including revenue accruals, cash collection, and reconciliations
• Maintain client profiles and fee schedule information within revenue systems
• Partner with cross‑functional teams to support revenue reporting, forecasting, and analysis
• Perform detailed flux analysis between financial results and budget/forecast, identifying and explaining key drivers of variances across revenue streams
• Build, maintain, and enhance performance fee models, including validation of key inputs, ongoing updates, and analysis of underlying revenue drivers
• Leverage data tools (e.g., Power Query, Tableau Prep) to support data transformation, validation and reporting workflows
• Explore and apply emerging technologies, including AI tools, to enhance data extraction, reconciliation, and overall efficiency of revenue processes
• Analyze and resolve revenue and data discrepancies across systems (e.g., RevPort, reporting tools, and data tables)
• Prepare revenue‑related deliverables for audit, tax, and regulatory reporting requirements
• Write and review revenue accounting policies and procedures

Skills

Analytical thinking

Attention to detail

Communication skills

Multitasking

Excel

Word

Power BI

Tableau

AI tools

Education

Bachelor's degree in Finance/Accounting

Tools

Power BI

Tableau

Power Query

Excel

Job description

Wellington Management is hiring a Financial Analyst within the Global Revenue Operations team to manage revenue accounting, close, and reporting. You will partner with Treasury, Global Accounting, Tax, and FP&A to ensure accurate monthly close, forecasts, and analyses across complex fee structures.

Role requires 1-5 years experience, strong Excel/Word skills, and experience with revenue modeling. The company supports hybrid work and offers a comprehensive benefits package.