Incentives Planner

About the role

We are seeking a detail-oriented and analytical Incentives Planner to support the administration, analysis, and reporting of APR and Lease incentive programs. This role plays an important part in helping the organization maintain competitive financing and lease offers while supporting budget objectives and operational accuracy.

Role Summary

The Incentives Planner is responsible for supporting the monthly incentive process through data analysis, reporting, validation, and financial tracking activities. The role assists with APR and Lease offer development, expense monitoring, accrual preparation, competitive research, and program administration.

Responsibilities

• Incentive Program Support
• Assist in the preparation and maintenance of APR and Lease rate and residual value worksheets.
• Support the development and delivery of incentive information to captive finance partners.
• Review and validate incentive program information to ensure accuracy.
• Absorb and validate offer disclaimers and information within website offer management tools.
• Financial Analysis & Reporting
• Monitor incentive program expenses and identify trends or variances from budget expectations.
• Support month-end accrual calculations and related reporting activities.
• Absorb and validate journal entry support and account reconciliations.
• Review and validate billing files received from captive finance partners.
• Help investigate and explain drivers of actual versus budget variances.
• Market Research & Analytics
• Conduct research on competitor incentive offers, financing programs, and market trends.
• Compile, analyze, and summarize data to support business decision-making.
• Assist in evaluating the competitiveness and effectiveness of incentive programs.
• Prepare reports and presentations for management review.
• Team & Project Support
• Collaborate with Finance, Sales, Marketing, and external business partners.
• Absorb and assist with incentive program audits, validations, and quality checks.
• Participate in special projects, process improvements, and ad hoc analyses as assigned.
• Support the incentives team with ongoing operational and analytical activities.

Qualifications

• 2+ years of experience in financial analysis, incentive analysis, pricing, budgeting, accounting, or related analytical functions.
• Proficiency in Microsoft Excel, including formulas, pivot tables, and data analysis.
• Strong analytical and problem-solving abilities.
• Excellent attention to detail and commitment to accuracy.
• Strong organizational and time-management skills.
• Effective written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Ability to work independently and collaboratively within a team setting.

Skills

• Experience in the automotive industry, including OEM, captive finance, dealership, or related environments.
• Knowledge of vehicle financing, leasing, consumer lending, or banking operations.
• Advanced Microsoft Excel skills, including financial modeling and data analysis.
• SQL knowledge and experience querying, analyzing, and validating data from large datasets.
• Experience supporting budgeting, forecasting, accrual accounting, or financial reporting processes.
• Ability to analyze data, identify trends, and translate findings into actionable business insights.

Benefits

• Family First: Comprehensive healthcare coverage, including medical, dental, and vision plans.
• Be a Proud Mitsubishi Ambassador: Discounted Employee Lease Car program, covering insurance, maintenance, and registration fees, with no down payment or credit check required.
• Secure Your Future: 401(k) with Company match and annual contributions based on years of service.
• Fuel Your Growth: Professional development opportunities, including training, tuition reimbursement, and employee resource groups.
• Take Time for Yourself: Up to 30 days of paid time off, including holidays, vacation, and other leave options.
• Hybrid Working Environment: Perfect balance of remote and in-office work (~2 days remote, 3 days in-office).
• Thriving in an Open Environment: Collaborative workspace where ideas flow freely.

Pay

The base salary for this position ranges between $60,000 to $70,000. The base salary will be based on a number of factors including the role offered, the individual's job-related knowledge, skills, and qualifications. In addition to base salary, we are proud to offer a comprehensive and competitive benefits package for all eligible employees which also includes 401k with company match, Mitsubishi Lease Program, and a full range of medical, financial, and other perks and benefits.