Baird
Finance
CommissionsDataAnalyst
Neural analysis suggests this role is
optimal for Mid candidates.
“Commissions Data Analyst at Baird. Skills: Commissions data, SQL, Data analysis. Receive and analyze commission files. Process and validate commission data”
What You'll Achieve.
Accurate and timely processing of commission data; Ensure data integrity; Resolve exceptions; Continuously improve commission workflows; Ensure commission processes and calculations align with PWM and Compliance policies; Support audit requests; Validate advisor compensation is accurate and within policy
Industry & Context.
investigative and problem-solving skills; ability to identify anomalies; determine root cause; recommend corrective actions
What They're Looking For.
Must Have
Bachelor's degree in finance, Accounting, Business, Data Analytics, or a related field or equivalent combination of education and experience, Experience processing and validating financial or compensation-related data with a high degree of accuracy and integrity, Proven ability to analyze and work with large, complex datasets from multiple sources using SQL in a data-heavy environment
Nice to Have
Experience in financial services operations, 3+ years in a related environment, Experience supporting compensation, commissions, or revenue-related processes, Experience partnering with upstream or downstream teams to resolve data issues
What You'll Do.
Receive and analyze commission files
Process and validate commission data
Use SQL and data queries
Investigate discrepancies
Support exception resolution
Serve as a point of escalation
Lead process improvement
Troubleshoot data issues
Test process improvements
Refine commission processing workflows
How You'll Work.
Team & Collaboration
Partnering with PWM Branch Associates; Working with Wealth Solutions Group; Collaborating with Finance; Working with Compliance; Collaborating with other partner teams
Communication Scope
client service and communication skills; Clear communication skills
Full Job Description
**About The Role:** As a Commissions Data Analyst, you’ll play a key role within Baird’s 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 third‑party sources. Working in close partnership with PWM Branch Associates, Wealth Solutions Group, Finance, and Compliance, you’ll 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 You’ll Make:** * Receive and analyze commission files from multiple internal and third‑party 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 end‑to‑end commission processes. **What You’ll Bring to Baird:** * Bachelor’s degree in finance, Accounting, Business, Data Analytics, or a related field or equivalent combination
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