Financial Analyst - Sales & Marketing

About the Role

This position provides analysis and reporting of financial, operational, and marketing information to support the Sales & Marketing organization in meeting and/or exceeding established goals.

Responsibilities

• Set up customer branding, pricing, shipping location, available products, and activate accounts.
• Maintain marketing agreements and programs for customers.
• Track monthly sales and maintain monthly schedule of accruals based on marketing agreements, making appropriate journal entries.
• Maintain promotion management system to track all promotions and record appropriate monthly accruals based on shipment of orders, providing analysis of promotional trends, identifying and communicating trends and opportunities.
• Create program payments and route for appropriate approvals.
• Reconcile account balances.
• Communicate and help to resolve any discrepancies related to customer deductions based on marketing agreements.
• Track displays in compliance with financial policies.
• Serve as backup for company fleet vehicles.
• Provide analysis and ad hoc reporting to support financial decisions.
• Develop checklists, SOP, and work papers for all duties.
• Proactively identify and implement continuous improvement initiatives.
• Support the annual budget development process and all related materials.

Requirements

• Undergraduate degree in Accounting, Finance, or a business-related field.
• Minimum of 1 year of financial experience is preferred.
• Knowledge and experience in general accounting principles and practices.
• Experience with dynamic financial software is preferred.

Skills

• Strong analytical and organizational skills, self-motivated and proactive.
• Aptitude for accuracy, attention to detail, and working under deadlines.
• Exceptional computer skills including Microsoft Office Suite.
• Ability to read, analyze, and interpret common financial and business journals, financial reports, and legal documents.
• Ability to listen and communicate effectively with customers/clients and co-workers to respond to common inquiries or complaints from customers/clients, regulatory agencies, or members of the business community and public.
• Ability to build effective business relationships and work in a team environment.
• Capable of handling and protecting highly confidential information.
• Ability to apply advanced mathematical concepts like exponents, algebra, quadratic equations, and basic logic functions such as if-then-else statements.
• Ability to apply mathematical operations to tasks such as statistical and financial math calculations, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory, and factor analysis.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Benefits

• Competitive Compensation
• Health Care Benefits
• Paid Holidays
• Paid Vacation Days
• Paid Sick Days
• 401(k) Retirement Savings Plan & Profit Sharing
• Tuition Assistance
• Relocation Assistance when available