Sales Metrics, Analyst (NYC) at Alchelyst

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Sep, 26

Salary

0.0

Posted On

30 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Analysis, Sales Reconciliation, Trade Reconciliation, Financial Reporting, Process Improvement, Compliance, Audit Support, Excel, Power BI, Alteryx, Tableau, ERP Systems, Accounting Principles, Data Literacy, Problem Solving, Interpersonal Skills

Industry

Financial Services

Description

Sales and Trade Reconciliation: Perform daily, monthly, and quarterly reconciliations of sales and trade activities, including sales flows, redemptions, and assets valuations Investigate and resolve discrepancies or variances between internal systems, 2nd party (client trade blotters), and 3rd party external data sources. Identify and report any irregularities or anomalies in sales and trade transactions. Collaborate with Sales, Finance, and Operations teams to address reconciliation issues and implement corrective actions Data Analysis Reporting: Analyze sales and trade data to identify trends, patterns, and discrepancies. Prepare comprehensive reports and dashboards on sales, assets, and redemptions trends, highlighting key findings and actionable insights Provide regular updates and recommendations to management regarding sales and trade reconciliation processes and improvement opportunities Process Improvement: Continuously evaluate and enhance sales and trade reconciliation processes and procedures Implement automation and system enhancements to streamline reconciliation activities and reduce manual efforts Collaborate with IT and other stakeholders to implement new tools or technologies to improve efficiency and accuracy Compliance and Audit Support: Ensure adherence to regulatory requirements, accounting standards, and internal controls related to sales and trade reconciliation Assist in audits by providing accurate and supporting documentation, explanations, and reconciliations as needed Develop and maintain documentation of reconciliation processes, controls, and procedures Required Skills & Experience 2-3 years of experience as a Data Analyst or similar role. High data literacy, analysis techniques, and ability to communicate insights to drive collective decision-making Organized and effective execution – set and manage expectations, model work ethic, proactively manage efforts across multiple teams, rigorously communicate Excellent documentation, analytical, and reasoning skills (e.g., adheres to best practices in meeting management, regularly completes tasks and conducts business with minimal supervision). Self-starter with a strong work ethic and genuine willingness to learn, results-oriented, and highly accountable Strong interpersonal skills to interact effectively with various internal and external constituents Preferred Qualifications Exceptional attention to detail to identify data inconsistencies and anomalies Strong analytical and problem-solving skills Proficiency in data analysis and reconciliation tools (e.g., Excel, Corporate ERP systems, Alteryx, etc.,) Experience with reporting tools including Power BI, Alteryx, and Tableau Knowledge of accounting principles and reconciliation best practices Education Bachelor’s degree in accounting, Finance, Business Administration or a related field What Success Looks Like Sales Metrics is consistently accurate, reconciled, and readily available for operational and management reporting. Recurring reporting processes are automated and standardized, reducing manual effort while improving timeliness and reliability. Data Reporting platforms (Tableau) and reporting workflows (Alteryx) are optimized for scale, with measurable improvements in efficiency, data quality, and process controls. Data issues, exceptions, and reconciliation breaks are proactively identified and resolved before impacting downstream operations or reporting. Reporting and data solutions are well documented, maintainable, and capable of supporting future business growth and system enhancements.

Responsibilities

Perform daily, monthly, and quarterly reconciliations of sales and trade activities to resolve discrepancies between internal and external data sources. Analyze sales trends and develop automated dashboards to provide actionable insights for management.