Senior Analyst, Cost Allocations

RESPONSIBILITIES:

Lead the end-to-end allocation of enterprise cost pools, ensuring models, methodologies, and processes accurately reflect business activities and evolving strategic priorities.

Serve as the Company’s subject matter expert on allocation strategy, providing proactive guidance, thought partnership, and clear communications to stakeholders across all business units.

Analyze and synthesize complex data sets—financial, operational, and technological—to deliver actionable insights for senior leadership, department heads, and fund teams.

Collaborate with IT and data engineering teams to enhance system integrations, develop scalable tools, improve data quality, and validate allocation logic within technology solutions.

Produce compelling visualizations and reporting that highlight trends, cost drivers, efficiency opportunities, and value delivered across the organization.

Document business processes, partner with internal auditors, and ensure robust controls supporting accuracy, compliance, and enterprise‑level integrity.

EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)

Bachelor's degree in Business Administration, Finance, Accounting, Economics, or a related field.

4+ years of progressive experience in accounting, finance, audit, fund administration, or cost allocation environments.

Audit or fund compliance experience strongly preferred, including:

Reviewing and interpreting fund governing documents.

Applying professional judgment to ambiguous or principles‑based documentation.

Demonstrated ownership of a recurring or enterprise‑critical process, such as:

Corporate or departmental allocation cycles.

Fund billing processes.

Financial close workflows.

A cross‑functional or systems‑supported finance process.

Exceptional written and verbal communication skills and experience influencing stakeholders across all levels of an organization.

Proficiency with BI tools (e.g., Power BI, Tableau, Domo) supporting scalable analytical solutions.

ABOUT YOU:

A strategic thinker who enjoys untangling complexity and influencing decisions across a dynamic, multi‑stakeholder environment.

Highly analytical, yet also comfortable translating technical or data‑heavy concepts into compelling narratives.

Experience working closely with technology teams, including articulating business requirements, validating system outputs, and contributing to data‑driven product enhancements.

Naturally curious, detail‑oriented, and motivated to understand how processes, systems, and teams connect across the enterprise.

Able to balance recurring workflows with project‑based initiatives while managing deadlines effectively in a fast‑paced environment.

Comfortable working independently, taking ownership, and proactively identifying areas where clarity, improvement, or strategic insight is needed.