CAPTURE ANALYST JOB DESCRIPTION

Data captured incorrectly in financial operations doesn't stay contained; it compounds across reconciliation cycles, triggers audit flags, and surfaces in regulatory reporting where errors carry real consequences. Capture Analysts in financial services own the accuracy layer between raw transaction inputs and the downstream systems that act on them. They work across accounts receivable cycles, sanctions screening queues, and sales data pipelines, each governed by distinct controls and escalation protocols. Precision here is not a preference.

Capture Analysts in financial services are accountable for validating, reconciling, and managing the integrity of transaction and reporting data across one or more operational workflows, ensuring outputs meet compliance standards and month-end deadlines. Working alongside controllers, compliance teams, or sales operations functions, the role carries direct ownership over data accuracy targets and escalation procedures within its assigned portfolio or process area.

Career Impact: Building demonstrated expertise in sanctions policy compliance or A/R controls within regulated financial environments is a recognized path toward Senior Analyst and Operations Manager roles.

Business Impact: Errors caught or corrected by this role prevent downstream reporting failures in financial statements, regulatory filings, and client-facing account reconciliations.

Growth Opportunity: Mastery of reconciliation methodologies and compliance frameworks, including SDN screening and managed care contract interpretation, expands eligibility for specialist and lead-level positions across operations and risk functions.

• Validate and reconcile transaction data across assigned accounts, portfolios, or process queues to meet month-end close deadlines.
• Analyze reprice impact reports, SDN case files, or A/R discrepancies to identify root causes and implement documented resolutions.
• Review contract terms, invoicing cycles, or commission structures for accuracy against established policies and approval workflows.
• Monitor key performance indicators for assigned workflows and prepare status reports for operations management.
• Escalate unresolved discrepancies, policy gaps, or audit findings to appropriate leadership with clear supporting documentation.
• Collaborate with finance, compliance, and sales operations stakeholders to coordinate data corrections and process updates.
• Identify process improvement opportunities within assigned operational area and present recommendations with supporting data.

• Bachelor's degree in Finance, Economics, Business, or Statistics, or equivalent work experience.
• 2 or more years of data analysis, financial operations, or reporting experience, with exposure to reconciliation or compliance workflows.
• Demonstrated ability to interpret financial contracts, billing requirements, or policy documents and apply them to operational decisions.
• Strong analytical skills with the ability to identify trends, anomalies, and root causes within structured data sets.
• Clear written and verbal communication skills for stakeholder updates, escalation documentation, and client-facing correspondence.
• Proven organizational skills with the ability to manage multiple priorities against fixed reporting or close deadlines.
• Intermediate proficiency in spreadsheet applications for data modeling, reporting, and ad-hoc analysis.

• Prior experience in sanctions compliance, managed care contracting, or mutual fund sales reporting within a regulated financial environment.
• Familiarity with A/R management processes including collections, invoice cycles, and customer account reconciliation.
• Secondary language proficiency, particularly French or another EU language, for multi-region client or account coverage.
• Exposure to query-writing tools or data warehouse reporting environments as a supplement to standard office productivity tools.

• Month-end close rate, measuring the percentage of assigned workflows completed on or before the deadline.
• Error rate per reconciliation cycle, tracking correction volume relative to total transactions processed.
• SDN case resolution time, reflecting how quickly screened items are verified and cleared or escalated.
• Invoice accuracy rate across assigned A/R portfolio, measured against approved contract and pricing terms.
• Escalation-to-resolution ratio, indicating how effectively raised issues are closed without re-escalation.
• Typical tools: Spreadsheet and data tools (commonly Excel, Access); ERP or billing platforms (commonly SAP or mainframe-based systems).

• Base Salary Range: $52,000 to $72,000 annually
• Bonus: Annual performance bonus, typically 5% to 10% of base
• Equity: Not standard at this level; occasional RSU grants at larger institutions
• Health Benefits: Medical, dental, and vision coverage; employer contribution standard
• PTO: 15 to 20 days annually, plus federal holidays
• Common Perks: Tuition reimbursement, professional certification support, hybrid work eligibility

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background check completion, including verification of employment history and, where applicable, credit history consistent with financial industry requirements, is a condition of employment. All applicants are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations are available to individuals with disabilities upon request. Candidates must hold current authorization to work in the United States.

The Capture Analyst delivers analytical models and data-driven insights that support compensation consulting engagements across technology and life sciences sectors. Working alongside senior consultants and internal stakeholders, the analyst shapes client presentations and survey outputs that help organizations design competitive talent and rewards programs.

Key Responsibilities

• Conduct data analysis and provide insights from the data collected.
• Identify, analyze, and interpret trends or patterns in data to build business cases and structure presentations with relevant insights.
• Work with senior consultants and internal stakeholders to develop reports.
• Develop analytical models for consulting projects.
• Support senior consultants in building client presentations.
• Communicate with clients and answer queries regarding survey and analytic outputs.
• Locate and define new process improvement opportunities.

Required Qualifications

• Bachelor's degree in Business, Economics, Statistics, or Finance preferred.
• Minimum 1 to 2 years of relevant experience in statistics, finance, research, or human resources.
• Strong analytical and organizational skills.
• Strong project management skills with the ability to independently run small projects, ensuring quality, timeliness, and profitability.
• Strong interpersonal communication and presentation skills, both verbal and written.

Embedded within a team-based account environment, the Capture Analyst delivers end-to-end order management from receipt through customer warehouse delivery, ensuring accuracy across products, pricing, and shipment timelines. Working closely with finance, sales, distribution centers, and customers, the analyst drives on-time fulfillment outcomes and identifies logistics cost reduction opportunities across assigned accounts.

Core Functions

• Manage all orders from receipt through delivery to customer warehouse and distribution centers.
• Ensure order accuracy by verifying products, prices, deals, allowances, shipment method, and lead time for on-time delivery.
• Identify and resolve customer order and inventory replenishment issues.
• Monitor and report baseline customer service key performance indicators.
• Maintain active involvement in the execution and follow-through of sales and shipping programs.
• Identify logistics cost reduction opportunities and customer service efficiency improvements and escalate to the appropriate function.
• Communicate with finance, sales, sales planner, distribution centers, and customers on order management matters.
• Execute merchandise return, dump, and donate as necessary.

Qualifications & Experience

• Bachelor's degree required.
• Previous experience in a CPG or food manufacturing environment preferred.
• Basic to intermediate proficiency in MS Office, including Excel, Word, and Outlook.
• SAP experience a plus.
• Proven track record in customer service with strong problem-solving, issue resolution, and prioritization skills.
• Strong organizational skills with attention to detail and ability to multitask.
• Strong communication skills with understanding of follow-up requirements and escalation process.
• Ability to build strong relationships and work with cross-functional partners.

Reporting to leadership, the Capture Analyst owns contract interpretation, post-contract audits, and reprice impact analysis within a healthcare revenue cycle environment. Partnering with Client Managed Care and account representatives, the analyst ensures contract profiles price accurately and supports resolution of discrepancies before month-end close.

Primary Duties

• Analyze contract terms and conditions and recommend new contract loads, amendments, and rollovers as part of client audits.
• Analyze reprice impact reports, formulate solutions to identified issues, and make exceptions as required to drive resolution.
• Independently audit and verify post-contract changes.
• Collaborate with Client Managed Care and account representatives to ensure contract profiles price accurately per contract language.
• Review internal requests, execute work list queries for newly opened communication logs, and document affected accounts.
• Identify alternative opportunities in contract interpretation and revenue routing and provide recommendations to management and staff.
• Communicate with leadership to ensure discrepancies are resolved before month-end close.

Skills & Qualifications

• Bachelor's or Associate's degree preferred.
• Minimum 1 year of contract interpretation experience required, with 3 to 5 years of hospital business office experience preferred.
• Advanced knowledge of managed care and government contract interpretation.
• Advanced understanding of hospital billing form requirements, including UB-04, ICD-9, HCPCS, and CPT coding and medical terminology.
• Advanced query writing knowledge a plus.
• Advanced proficiency in Microsoft Office including Word and Excel.
• Strong analytical abilities with a systematic, self-motivated approach to problem solving.

Sitting at the intersection of sanctions compliance and operational risk management, the Transaction Capture Analyst 2 builds efficient SDN case-handling processes through data analysis, reconciliation, and policy adherence across complex securities functions. Operating across the Sanctions HUB team, this position supports management with front-to-back reconciliation, guides new team members, and delivers recommendations that reduce errors and strengthen control activities.

Duties

• Ensure and adjust processes in accordance with sanctions policies, standards, procedures, and rules.
• Support management with front-to-back reconciliation and identification of operational risk.
• Resolve complex problems using data analysis tools and methodologies and present recommendations to leadership.
• Design and analyze complex reports to satisfy management requirements and support control activities.
• Interpret data and make recommendations for the launch of new products, services, and upgraded platforms.
• Minimize risk and provide solutions to reduce errors while ensuring adherence to audit and control policies.
• Manage, escalate, and resolve requests, inquiries, issues, and errors, and identify policy gaps to streamline processes.
• Provide on-the-job training and informal guidance to new team members.

Requirements

• Relevant degree or equivalent experience.
• 0 to 2 years of experience in a related role.
• Knowledge of sanctions policies, SDN case handling, and compliance with applicable laws and regulations.
• Demonstrated project management skills with the ability to work under pressure and manage deadlines.
• Intermediate problem-solving skills with strong attention to detail.
• Fluent in English, both speaking and writing.
• Clear and concise written and verbal communication skills.

A key member of the Controllers' Group, the Capture Analyst owns the full accounts receivable cycle, managing invoicing, collections, and customer account resolution to meet month-end deadlines. Collaborating across finance operations and assigned customer relationships, the analyst surfaces process improvement recommendations and provides portfolio reporting to the A/R Manager.

Functions

• Own the entire accounts receivable process, ensuring all invoices and contracts are handled on time, accurately, and correctly approved.
• Manage the invoicing cycle to meet or exceed month-end deadlines.
• Provide recommendations to improve invoicing quality and reporting.
• Ensure compliance with all organizational policies, procedures, and guidelines.
• Resolve customer accounts receivable differences and manage assigned customer relationships to drive resolution of outstanding receivables.
• Facilitate customer payments by providing necessary documentation on time.
• Participate in process improvement projects and research issues thoroughly before responding or escalating.
• Provide reports and data on assigned portfolio to the A/R Manager as requested.

Experience & Qualifications

• Bachelor's degree in Economics or equivalent combination of education and experience.
• 1 to 2 years of collections experience preferred.
• Strong understanding of accounts receivable processes, including collections, invoicing, and customer account management.
• Intermediate proficiency in Microsoft Office, including Excel and Word.
• Good business judgment with the ability to resolve issues independently and recognize when escalation is appropriate.
• Strong interpersonal and communication skills, both written and verbal, in English.
• Proficiency in French or other EU languages is an advantage.

Accurate sales reporting data flowing into the data warehouse depends on the Capture Analyst, who shapes ingestion processes, territory alignment changes, and intermediary conversions across wholesaler and mutual fund sales channels. Serving as the central point of contact between the National Sales Manager, Divisional Directors, Regional Managers, Business Intelligence, and Finance, the analyst ensures data integrity and delivers ad-hoc reporting that supports sales decisions at all levels.

Accountabilities

• Manage and participate in projects relevant to sales reporting.
• Administer wholesaler commissions including adjustments from trade moves and delivery of manual commissions to financial leadership.
• Manage processes for ingesting manual sales reporting data from intermediaries and applying it to sales reporting.
• Manage and execute territory alignment change requests.
• Develop ad-hoc reports from various sales reporting resources and respond to inquiries from sales staff at all levels.
• Manage all intermediary conversions impacting sales reporting and reconcile omnibus activity against the sales reporting record-keeping system.
• Prepare department performance reporting and support additional responsibilities as assigned.

Technical Qualifications

• 2 to 5 years of data reporting experience required, with mutual fund data reporting experience a plus.
• 2 to 3 years of project management experience.
• Strong knowledge of mutual fund operations and sales reporting preferred.
• Proficient in Microsoft Office with intermediate or higher knowledge of Excel and Access.
• Strong relationship and customer management experience with the ability to manage multiple projects and priorities.
• Exceptional communication, time management, problem framing, and follow-up skills.
• Strong organizational skills with the ability to establish priorities, delegate effectively, and adapt to change.