Senior Data Analyst (Remote)

Easy Recruiter; San Francisco (CA); Remote; USD 70,000 - 90,000; Full time

Job summary

A financial services agency is seeking a Senior Data Analyst to provide financial analytical support. This remote role involves managing remittance processes, generating reports, and monitoring accuracy in financial statements. Candidates should have at least 5 years of accounting experience, an Associate's degree, and strong skills in Excel and communication. The ideal candidate will be self-motivated with excellent problem-solving skills and must pass a background check.

Qualifications

• At least 5 years of experience in the accounting field.
• Self-motivated individual with leadership qualities and strong attention to detail.
• Must successfully pass a criminal history and credit background check.

Responsibilities

• Provide financial analytical support to drive the Agency Division forward.
• Generate and send monthly reports to Agents and create invoices for processing.
• Review and validate checks received from Agents for policy premium.

Skills

Proficiency with MS Office Suite, especially Excel

Strong analytical skills

Strong interpersonal and communication skills

Self-organizing and motivated

Adaptability to learn quickly

Education

Associate’s Degree in Accounting, Business or related field

Bachelor’s degree in business, finance or related field preferred

Job description

About the job Senior Data Analyst (Remote)

Job Purpose: The Senior Data Analyst provides financial analytical support to drive the Agency Division forward. This role is critical in managing the agency title remittances process, collecting current and past due remittances, and collaborating with corporate to ensure accurate and timely data entry, balances, and concise record keeping.

Essential Job Functions

• Engage in WFG company culture that emphasizes engagement in our 4 Cs, quality of work and high performance.
• Generate and send monthly VSA reports to Agents and create internal invoices to Accounts Payable (A/P) for processing.
• Prepare, send and receive monthly Search and Production Statements and Invoices to Agents.
• Accurately code all A/P invoices and expense reports, and submit to A/P for payment.
• Process & validate checks received at National Agency Services Division (NASD) from Agents for policy premium and submit remittance reports with checks via FedEx to Policy processing office.
• Research all discrepancies on National accounts identified by the policy office; validate rates and premiums and resolve issues for policy processing office.
• Review Daily and Monthly Aging Detail reports from Corporate office; submit corrections and refund requests to policy office or agency accounting as appropriate to clear accounts and correct submission mistakes.
• Accounts Receivable collections for policy remittance amounts and Search and production amounts.
• Prepare yearly budgets for remittances.
• Calculate monthly commission accruals for SouthWest and National Sales Representatives.
• Daily remittance report tracking; update Regional reports with daily numbers and distribute to agents and management.
• Manage the master tracking spreadsheet and pivot tables on a monthly basis after corporate month end.
• Review monthly allocation reports for accuracy.
• Review monthly Financial Statements for accuracy.
• Implement appropriate strategies for motivating team members to enhance processes.
• Specialize in performing tasks and assignments related to the functional areas delivery of service, quality and/or productivity.
• Serve as point of contact for internal and external customer inquiries.
• Respond to and resolve issues related to position and seek guidance for non-routine inquiries.
• Inform leadership of trends and escalating concerns related to tasks and assignments.

Knowledge, Skills and Abilities

• Proficiency with MS Office Suite, especially Excel.
• Strong analytical and time‑management skills.
• Strong interpersonal and communication skills to interact with employees, partners and customers both verbally and in writing.
• Self‑organizing and ability to remain motivated.
• Adaptability to learn quickly, multi‑task, and retain information specific to the business domain.

Basic Qualifications

• Associate’s Degree in Accounting, Business or related field.
• At least 5 years of experience in accounting field.
• Self‑motivated individual with leadership qualities and strong attention to detail.
• Excellent problem‑solving, analysis and collaboration skills.
• Excellent verbal and written communication skills.
• Excellent organizational and time‑management skills.
• Must successfully pass a criminal history and credit background check.

Preferred Qualifications

• Bachelor’s degree in business, finance or related field preferred.
• Previous experience in National Title and Escrow.