DASH Technology Group (DASH) is a fast growing and innovative company in the wealth management industry. The business develops technology solutions covering the end-to-end wealth management process, from client engagement tools, to preparing financial advice, to investment platform solutions. Our core offerings include investment platforms (super and investment capability) and financial planning software.

Our team have wide ranging experience and diverse backgrounds and bring many perspectives to building an inclusive and vibrant workplace. We are driven by our commitment to provide our Advice Practices with a scalable and non-conflicted alternative to financial planning software and traditional wraps and platforms.

As a Fees Analyst, you’ll be part of a team in the middle of a major fees transformation project. You will not only be responsible for helping calculate and process fees, but helping redesign how fees are calculated, structured, and automated across our platform.

Reporting through to Head of Fees and working closely with the Operations, Finance, and Technology teams, you’ll bring hands-on experience in fee processing and reconciliation to help strengthen controls, improve accuracy, and uplift how fee outcomes are delivered at scale.

This role requires a significant eye for detail and a process-driven mindset to ensure accuracy, efficiency, and compliance. Additionally, the role involves liaising with and supporting other team members and identifying opportunities to improve practices in fee calculation and revenue management.

In this role, you’ll apply your existing experience to:

• Partner with advice practices and internal stakeholders to support sustainable fee models and operational outcomes

• Manage end-to-end fee/commission flows, including validation, exception handling, fee processing and stakeholder queries

• Identify, test and implement improvements to controls, reconciliation, and automation to reduce errors and rework

You’ll also work closely with our product and integration team, helping shape practical improvements to fee processing, data quality, and operational scalability

Main Duties and Responsibilities

• Delivering accurate and timely fee calculations across multiple adviser clients and fee structures

• Supporting revenue processing activities, including reconciliations and reporting

• Helping identify opportunities to improve processes, reduce errors, and increase efficiency

• Ensuring compliance with internal policies and fee‑related processes

• Collaborating with technology teams to test, enhance, and implement system changes

• Assisting with month‑end and year‑end processes to ensure accurate revenue reporting

• Investigating and resolving fee discrepancies in collaboration with internal teams
  

Experience

• Demonstrated experience in commissions and/or fee processing, revenue operations, or a similar operational finance function

• Experience delivering accurate periodic calculations, invoicing/revenue processing, and stakeholder reporting to agreed deadlines

• Experience performing reconciliations, investigating variances, and resolving exceptions with a strong focus on accuracy and controls

• Strong Excel capability (comfortable with large datasets, formulas, and structured analysis)

• Track record of identifying process improvements and partnering with others to implement pragmatic automation or control enhancements

• Experience documenting processes and supporting audit/compliance requirements in a controlled operational environment
  

Skills and Competencies

• Attention to detail: Consistently focused on accuracy and following processes.

• Problem-solving mindset: Ability to identify issues, analyse root causes, and contribute to practical solutions.

• Teamwork: Ability to work effectively within a team and collaborate across multiple teams and stakeholders to deliver accurate outcomes.

• Time management: Able to manage competing priorities in a fast-paced environment.

• Communication: Clear, professional verbal and written communication skills for engaging with internal and external stakeholders.

• Customer service focus: Commitment to delivering a positive experience for internal and external clients.
  

Personal Attributes

• Professional approach with strong organisational habits

• Ability to remain calm and maintain quality standards under pressure

• Proactive, adaptable, and solutions-oriented

• Comfortable working in a dynamic environment with evolving processes

This job description serves to illustrate the scope and responsibilities of the post and is not intended to be an exhaustive list of duties. You will be expected to perform other job-related tasks requested by management and as necessitated by the development of this role and the development of the business.