Financial Operations Analyst

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

Our Newest Opportunity: 

Summary:

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? At OneDigital, we are on a mission to help people do their best work and live their best lives.

OneDigital is the nation's leading employee benefits advisory firm focused on driving business growth for employers of all sizes.  With a sophisticated combination of people and technology, we currently serve employers in the areas of employee benefits, compliance support, human resources management, and wealth & retirement planning.  Our growth has placed us among the Inc. 5000 List of 'America's fastest-growing companies', and our culture has earned accolades including 'Best and Brightest Companies to Work For' and 'Best Places to Work' both nationally and in many of our local markets.

This position will be responsible for the Financial Operations of OneDigital primarily as it pertains to administering sales compensation, ensuring the accuracy of commission data through audits and analysis, and being a go-to resource for various contacts throughout the organization.. 

Essential Duties and Responsibilities (include but are not limited to):

• Establish sales compensation plans;
• Administer monthly sales compensation;
• Research and resolve sales compensation issues;
• Validate and audit monthly commission data for accuracy, completeness, and consistency;
• Responsible for the Financial Operations month-end close;
• Assist with the on-boarding of new acquisitions;
• Work cross-functionally with Sales Leadership, Human Resources, Financial Planning & Analysis, and Accounting;
• Provide policy and procedure guidance to the sales force;
• Ensure the integrity of the CRM system;
• Ad hoc reporting and analysis;
• Perform additional responsibilities as requested or assigned.

Qualifications, Skills and Requirements:

• Bachelor's Degree
• 3 - 5 years of sales compensation or financial operations, preferred
• Proficient with Microsoft Office applications including Excel, Word and Outlook
• Strong attention to detail (process oriented)
• Demonstrated ability to analyze issues, determine appropriate solutions and resolve problems
• Ability to maintain confidentiality while executing work with accuracy and a high level of attention to detail; able to look outside the box to see how items coordinate and link together
• Ability to communicate effectively both verbal and written with various levels of organization
• Strong organizational and time management skills to effectively prioritize tasks and meet deadlines

Your best life awaits, Join us at OneDigital

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
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OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry (or 'ban the box') laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence (AI) technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team