CARRJP00003209 - Financial Analyst (Sales Analyst) - MST - Palm Beach Gardens, FL

Wilson•Palmbeach Gardens, FL

About The Position

The Sales Analyst tracks sales performance, manages customer fee reporting, and ensures compliance with contractual obligations. The role maintains a repository of executed customer agreements and non-disclosure agreements, including accurate records, document governance, and executive-level contract summaries. The analyst works with large, complex datasets and multiple internal systems to respond to customer information requests, support business intelligence needs, identify trends, generate insights, and inform strategic decisions. The role supports recurring sales, revenue, customer-program, operational, and financial reporting; customer program administration; data validation and reconciliation; reporting tools and dashboards; and continuous improvement in reporting, analytics, and data governance. It coordinates reporting calendars, deliverables, dependencies, approvals, and distribution across weekly, monthly, quarterly, and annual cycles. The position also maintains classifications and tags in Salesforce and SAP, administers cooperative and GPO portals and customer records, and prepares fee, rebate, and contract-compliance submissions and customer-facing files while protecting sensitive information.

Requirements

High school diploma.
Five years of experience in a sales support role.
Valid driver's license.
Advanced Excel capability, including filtering, lookups, reconciliation, and working with large datasets.
Experience preparing recurring operational or financial reports.
Strong attention to detail and ability to meet fixed weekly and monthly deadlines.
Experience with CRM, ERP, or business-intelligence reporting.
Ability to research data discrepancies and maintain clear supporting documentation.
Experience handling confidential customer and sales information.
Ability to follow SOPs and coordinate work across several stakeholders.
Experience managing recurring deliverables across weekly, monthly, quarterly, and annual reporting cycles.
Proficiency with customer portals, Microsoft Teams/SharePoint, and controlled file storage and access.
Ability to maintain CRM/ERP master data and translate account, opportunity, order, and billed-revenue data across systems.

Nice To Haves

Salesforce and SAP/S4HANA experience preferred.
Familiarity with cooperative purchasing, Group Purchasing Organization, fee/rebate, or contract-compliance reporting preferred.
Candidates based in Charlotte, NC or Palm Beach Gardens, FL are preferred.

Responsibilities

Prepare and maintain recurring sales, revenue, and customer program reporting.
Analyze sales and operational data to support strategic account initiatives and business decisions.
Validate, reconcile, and review data for accuracy and quality.
Support customer program administration and reporting requirements.
Partner with sales, operations, finance, and leadership teams to gather and validate information.
Maintain reporting tools, dashboards, trackers, and process documentation.
Research and resolve reporting discrepancies, data inquiries, and exception requests.
Support continuous improvement efforts related to reporting, analytics, and data governance.
Provide ad hoc analysis and business support as needed.
Manage weekly, monthly, quarterly, and annual reporting calendars, dependencies, approvals, and timely distribution of deliverables.
Maintain account, opportunity, and sales-order classifications and tags in Salesforce and SAP; identify and correct missing or inaccurate records.
Administer cooperative and GPO portals, customer rosters, master files, and related access requirements.
Prepare fee, rebate, and contract-compliance submissions and customer-facing files while protecting sensitive data and retaining supporting documentation.
Maintain the repository and records for executed customer agreements and NDAs, including document governance and executive-level contract summaries.