Policy Analyst Salary in Richardson, TX

As a valued member of our Accounting team, you will be part an important part of the broader Service Experts team (SE), based in Richardson (North Dallas), Texas. Our team consists of the very best; we believe in doing what is right for our customers and our employees. We provide our employees with the training, support and an opportunity for unlimited professional growth. Join us and become an EXPERT! SE has significant US operations with over 90+ centers locations with approximately 4,000 employees.The position will be key part of the Advantage Accounting Team, which is driving growth throughout the organization. This role is perfect for a high potential individual looking to make an impact and grow within the organization. The successful candidate will be responsible for not only financial reporting, analysis of operations, variance analysis, and balance sheet reconciliations but will be required to cross train with their direct supervisor. This role incorporates responsibility for Year-End close in the current system. The position will provide support and work closely with internal and external auditors, ensuring proper accounting policies and classification of accounts to maintain a consistent and accurate P&L. This role will need to be able to analyze data to reach supportable conclusions and business recommendations. Assistance with special projects as needed. The Advantage Accounting Team is key to SE's current and future growth. The team works collaboratively with multiple functional areas of the business and is required to understand the impacts within. This position requires someone with a strong curiosity to learn, build strong business relationships and add value everyday through continuous improvement.The candidate is a strategic, process-driven problem solver who can proactively execute at a high level and effectively collaborate with stakeholders within and outside of the organization. Key ResponsibilitiesManage direct report(s)Provide daily oversight for cash reporting and Advantage fixed assets/rental assets transactionsResponsible for oversight of multiple corporate ledgers with varying degree of difficulty for month end close of the financials, journal entries and all account reconciliation'sReview and provide accurate and timely financial information to company managementRecord, classify, and summarize financial transactions based on accounting policiesReconcile and analyze general ledger accounts and resolve outstanding items on a timely basisAnalyze large amount of data to ensure that fixed assets are capitalized and the associated revenues/COGS are correct as SE applies Operating Lease Accounting for internal reporting and Finance Lease Accounting for external reportingAssist in debt compliance reporting led by the Treasury DepartmentReview of bank reconciliationsCollaborate with different functional teams to actively contribute to a disciplined financial statement closeQuery data extractions from financial system and perform analysis, drive change and automationMaintain process documentation and ensure SOX complianceIdentify areas for improvement and lead change initiatives to improve the efficiency and effectiveness of accounting processes and SOX controlsAssist FP&A group in budgeting and analysis requirementsAssist with internal and external audits and data requests for US and Canadian tax returnsDesired Skills and QualificationsEducation and Experience:Degree in Accounting or FinanceCPA designation strongly preferredMust understand full cycle accountingStrong analytical skillsMin 3 years related work experienceStrong Excel (Pivots, VLOOKUP's & If Statements)Comfortable working in various software systemsMust also have the following demonstrated knowledge, skills, and abilities:Candidate must be a team playerAbility to understand complex processesAbility to work with minimum supervision, takes ownership of assigned tasksPossess ability to communicate information in a concise and clear mannerReliable, driven, self-starter with strong analytical and problem-solving skillsWilling to work beyond normal scheduled work hours as necessaryDetail oriented, deadline driven, organized individual able to handle multiple tasks while working independently or as part of a team across multiple departmentsMust be flexible and willing to take on new roles and responsibilitiesHighly motivated and dedicated to contributing to the growth and success of the companyGood understanding of GAAP/IFRSWhat Do We Offer You as a Service Experts Employee?Service Experts offers a comprehensive benefits package designed to support employees and their families in managing their health and wellness needs. Following is a summary of the many benefits that could be available to you as a Service Experts valued employee.Competitive Pay, including incentive opportunities for many positionsPaid Time Off and Company Holiday PayMedical /Dental /Vision Insurance programs401(k) Retirement Savings Plan with company matching contributionsLife Insurance, for you and options you can elect for your familyShort-term and Long-term disability insurance options, that protects you and your family if you are unable to workSupplemental benefit programs such as: Legal advice, pet insurance, health advocacy programsWorld Class Training opportunities through our Experts UniversityCareer Development opportunities

Must Have Skills:Hands-on implementation / support experience in HYPERION System 9 and 11/ EPCMShould have good understanding of Finance business function.Prior experience as a Techno-functional consultant/business analyst's role with direct interaction to overseas clients.Ability to work in a highly structured and process oriented environment essential.Detailed Job Description Technical:In depth knowledge in EPCM & HPCM /Planning cloudExpertise in Profitability and Allocations of EPCM/EPM CloudExpertise in HPCM artifacts and architectureExperience in design and development of EPCM data forms, business rules, workflow and securityExperience in design and development of HPCM outlines, load rules, calculation scripts and securityShould be able to gather requirements and design in line with itShould be able to communicate with offshore team and validate their workExperience in setting up of test environment, writing test scripts, supporting end users in testingExpertise in performance tuning and optimizationShould have relevant experience in maintenance and support projects (month/quarter/year end tasks)Experience in Project planning starting from requirements gathering and entire project executionOwnership:Completely own the Oracle EPM/EPCM & HPCM track of Client and its roadmapTo take ownership of issues and work on issue resolutionLeadership:Service Delivery: Ensure all the delivery parameters are met as per defined SLAsRecommend procedural and/or operational improvements in SOPs and SOIs for continuous improvementDocument new business and technical problems & resolutions assessing impactMaintaining up-to-date technical knowledge to resolve issues in changing technology environments.Ensure all the delivery parameters are met as per defined SLAsEnsure all the processes are audit compliant as per policiesSolution assessments for business problemsCollaboration:Collaborate with Oracle for any application bug.Proactive and reactive management of support issues, including liaison with business users, system users, partners and 3rd party vendors.Interaction with multi-cultural global support teams and internal customers from various geographical regions / countries.Ensuring proper communication and coordination within support teams.Working or being 'on call' during non-working hours as project or emergency system maintenance requires.Mentoring:Functional and business guidance to the team for complex and critical incidentsPrepare and delivery of quality manuals / materials for support trainingMinimum years of experience: 5-6 years

General Summary: Role and ResponsibilitiesAs a valued member of our team, you will support Service Experts (SE) based in Richardson, TX with the parent entity being Brookfield, a Canadian multinational company. SE has significant US operations as well as operations in Canada with revenue over $500m and a combined workforce of approximately 4,700 employees.The role will be part of the Corporate Accounting Team. The position will be primarily responsible for supporting the monthly close processes including journal entry posting, build-up and support for accruals, payroll reconciliation and other balance sheet reconciliations, cost center allocations & providing support to Corporate Manager. You will be required to perform variance analysis from budget and prior year and work closely with internal/external auditors. This role will need to be able to analyze data to reach supportable conclusions, all while ensuring adherence to proper accounting policies and classification of accounts.Duties include, but are not limited to:Responsible for accruals processes with varying degree of difficulty for month end close of the financials, journal entries and account reconciliationsResponsible for payroll reconciliation & bank reconciliationResponsible for related party/intercompany process/reconciliationProvides support for cash managementResponsible for Foreign Revaluation (FX) calculationsProvide accurate and timely financial information to company managementRecord, classify, and summarize financial transactions based on accounting policiesReconcile and analyze general ledger accounts and resolve outstanding itemsQuery data extractions from financial system and perform analysisAssist with internal and external audits and data requests for US and Canadian tax returnsQUALIFICATIONSEducation and Experience: Must understand full cycle accountingExpertise in Intercompany Accounting highly desiredProficient in Hyperion/SAP/SageStrong Excel (Pivots, VLOOKUP's & If Statements)Strong analytical skillsBachelor's degree in Accounting or Finance; CPA desiredMin four years related work experienceSystem implementation experience a plusExperience working for Corporate organizations with international locations preferred esp. CanadaAttention to detail and ability to multi-task is criticalEffective verbal and written communication skills. Must retain flexibility to be willing to take on new roles and responsibilitiesMust also have the following demonstrated knowledge, skills, and abilities:Candidate must be a team playerWilling to work beyond normal scheduled work hours as necessaryWorks well under pressure and able to meet deadlinesHave the ability to communicate information in a concise and clear mannerProvide excellent customer service to internal and external customersReliable, driven, self-starter with strong analytical and problem- solving skillsGood understanding of GAAP/IFRS

AML - Transaction MonitoringRichardson, TXFulltimeIn this role, you will be responsible for conducting end-to-end Transaction Monitoring investigations for customers (individuals/entities). You will work extensively with functional leaders in Financial Crime Risk Service line and support functions to maintain production and quality of the highest standardResponsibilities? Conduct investigative review and analysis in support of company's BSA/AML regulatory compliance policies and program including investigating automated alerts from our transaction monitoring systems, and referrals sourced from law enforcement requests and other company lines of business? Analyze transaction activity and KYC information and conduct due diligence research in support of investigations as well as interpret evidence from external tools and systems to determine the legitimacy of customer behavior across multiple products? Document investigations in written narratives? Decide whether activity warrants escalation for additional review and subsequently recommend whether activity appears suspicious and warrants filing of a suspicious activity report? Incorporate feedback from Quality Assurance Team? Maintain detailed documentation to demonstrate compliance with regulations and internal policies and procedures? Remain current with industry standards and developments in the areas of KYC, BSA/AML, and OFAC, and apply regulatory requirements and internal policies and procedures to case investigation? Review data from systems and following Coinbase procedures to investigate, decide, and document transaction monitoring alertsMinimum Qualifications ? Years of experience for Escalations (L2): minimum 2 years of compliance experience (transaction monitoring, fraud or AML, investigations, SAR writing)? B.A./B.S. degree or equivalent? Knowledge of applicable laws, regulations, and guidelines (e.g. BSA, OFAC, FinCEN guidance)? Strong interpersonal, analytical, and communication (verbal and written) skills? Experience working with Google Sheet, Google Doc, Excel, Word? Flexible and adaptable to the evolving needs of a high-growth and fast paced organization environment? Ready to support in 24*7 environment? Organized with a High level of attention to detailPreferred Qualifications? L1/L2: 3+ years of compliance experience? Anti-Money Laundering Specialist Certification? Specific experience with cryptocurrency products as a user and / or experience workingin the digital currency industry? Ability to conduct detailed investigations using Contractors and open sources to remediate compliance alerts and to independently research, analyze, and recommend solutions to close open items and discrepancies? Experience in using various risk case management systems? Experience processing Financial crime risk management typologies as related to brokerage and virtual currency exchanges