Financial Analyst II
About The Position
The Financial Analyst II supports the Finance Compensation Analysis Team by analyzing compensation, production, and performance data; evaluating compensation plans; and assessing the financial impact of compensation changes. The role monitors newly implemented plans against expected outcomes and contributes to ongoing compensation modeling and reporting. The analyst prepares recurring compensation reports and uses Excel, Tableau, and PowerPoint to analyze and communicate findings. The role also provides ad hoc analysis and project support, identifies trends and process improvements, and collaborates with Finance, Sales Compensation, Operations, Accounting, and other business partners.
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field.
- 2–3 years of experience in financial analysis, corporate budgeting and forecasting, compensation analysis, product management, and/or accounting.
- Strong analytical and problem-solving skills with attention to detail.
- Advanced Excel skills.
- Strong verbal, written, and presentation skills, with the ability to communicate analytical findings clearly.
- Ability to work independently, manage multiple priorities, and meet deadlines.
Nice To Haves
- Experience with a large ERP or financial system; Oracle experience is a plus.
- Experience with SQL, Tableau, Access, AWS, Snowflake, or other analytical tools.
- Experience with sales compensation management platforms such as CaptivateIQ.
- Experience with CaptivateIQ or similar incentive compensation management (ICM) platforms to support compensation analysis, reporting, and plan administration.
Responsibilities
- Analyze compensation, production, and performance data to support compensation plan evaluation and reporting.
- Monitor newly implemented compensation plans and compare actual results with expected outcomes.
- Assist with compensation modeling and evaluate the financial impact of proposed plan changes.
- Prepare and maintain recurring monthly, quarterly, and annual compensation reports.
- Use Excel, Tableau, and PowerPoint to prepare analyses and communicate findings.
- Identify trends, variances, and outliers, and provide insights to support business decisions.
- Collaborate with Finance, Sales Compensation, Operations, Accounting, and other business partners.
- Develop ad hoc analyses and provide support on compensation-related projects.
- Identify opportunities to improve and streamline compensation reporting and analytical processes.
- Work independently, manage multiple priorities, and meet deadlines.
Benefits
- Health coverage for medical, dental, and vision
- 401(k) savings plan with company match
- Pension
- Tuition assistance
- Floating holidays
- PTO for community volunteer programs
- Paid parental leave
- Wellness programs
- Employee discounts on membership, insurance, travel, entertainment, services, and more
- Incentive program eligibility for full-time positions based on organization, team, and personal performance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
