Senior Analyst
Boston, Ma
• Managed forecasting process of portfolio manager incentives plans, including examination of performance returns relative to benchmarks, incentive rate weighting, reasonableness of management fees, and revenue structure. Results for forecasted accrued expenses that were consistently within 1% of actual expense.• Reviewed, analyzed, and calculated incentives for Portfolio Managers and Analysts including all products, payments, allocations, performance returns, domestic & international cash disbursements, and accounting entries.• Coordinated information flow between: US and International Payroll, Partner Services, Tax Services, Cash Management, Forecasting, Accounting Department, senior corporate officers and portfolio managers.• Managed the implementation and review of plan changes calculated outside the incentive system.• Trained and supervised consultants in plan implementations, operations policies and operations procedures, and monitored their work assignments.• Developed highly effective internal financial system that calculated, analyzed and reported the incentive plan details for Portfolio Managers and Analysts (using Visual Basic programs [Excel] and SQL [Access] to transfer data between systems).