Commissions Data Analyst

About The Role:

As a Commissions Data Analyst youll play a key role within Bairds Operations organization supporting the accurate and timely processing of commission data that drives advisor compensation. This role sits within a highly data-focused Commissions team and is responsible for receiving analyzing and processing commission files from multiple internal and thirdparty sources. Working in close partnership with PWM Branch Associates Wealth Solutions Group Finance and Compliance youll apply strong analytical and technical skills to ensure data integrity resolve exceptions and continuously improve commission workflows. This role is ideal for an analyst who enjoys working with complex datasets automation and problem-solving in a collaborative operations-focused environment.

The Impact Youll Make:

• Receive and analyze commission files from multiple internal and thirdparty sources each with distinct data structures and processing requirements.
• Process and validate commission data to ensure accurate crediting of advisor compensation tied to sales activity.
• Use SQL and data queries to investigate discrepancies research trends and support exception resolution.
• Serve as a point of escalation for complex commission issues unique scenarios and data anomalies.
• Help ensure commission processes and calculations align with PWM and Compliance policies and support audit requests to validate advisor compensation is accurate and within policy.
• Lead process improvement and automation initiatives troubleshoot data issues test process improvements drive awareness of key issues and progress and refine commission processing workflows.
• Collaborate closely with Wealth Solutions Group Finance Compliance and other partner teams to resolve issues and improve endtoend commission processes.

What Youll Bring to Baird:

• Bachelors degree in finance Accounting Business Data Analytics or a related field or equivalent combination of education and experience.
• Experience in financial services operations or 3 years in a related environment is preferred.
• Experience supporting compensation commissions or revenuerelated processes
• Experience partnering with upstream or downstream teams to resolve data issues

Key Skills & Qualifications:

• Strong client service and communication skills with the ability to provide high-value support on complex compensation matters to Financial Advisors and internal and external business partners.
• Proven ability to analyze and work with large complex datasets from multiple sources using SQL in a dataheavy environment.
• Experience processing and validating financial or compensationrelated data with a high degree of accuracy and integrity.
• Strong investigative and problemsolving skills including the ability to identify anomalies determine root cause and recommend corrective actions.
• Comfort working in partially automated environments including troubleshooting data system and process issues.
• Ability to balance projectbased work with recurring deadlinedriven operational responsibilities.
• Clear communication skills and the ability to collaborate effectively across operations finance and compliance teams.

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.