Financial Analyst - Direct Sales
About The Position
The Financial Analyst – Direct Sales supports the US consumer business by completing sales account planning and month-end close accurately and on time. The role works closely with the Sales Team, providing dedicated account- and channel-level support to explain financial performance and inform decisions that maximize profit. Responsibilities include preparing and reviewing promotional expense accruals, ensuring account and channel operational plans are reflected in forecasts and budgets, and supporting annual budgeting with relevant business insights. The analyst also helps improve and automate processes and serves as a business partner to Sales, collaborating with Sales and Demand teams to financially evaluate plans. The position conducts ad-hoc analysis and special projects, including ROI analysis for promotional investment decisions. It reports to the Finance Manager – Direct Sales.
Requirements
- At least 2 years of experience in an analytical finance role.
- Bachelor’s degree in Accounting or Finance.
- Prior experience with forecasting, budgeting, or planning processes and reporting or analytics.
- Strong analytical, problem-solving, and decision-making skills.
- Ability to independently research and resolve tasks, while collaborating when appropriate.
- Ability to clearly present and communicate complex data analysis.
- Advanced proficiency in Microsoft Excel, PowerPoint, and Outlook.
- Strong attention to detail and accuracy.
- Empirical, disciplined, and a problem solver.
- Emotionally smart, with positive intent.
- Ability to make sound decisions and apply long-term commercial thinking.
Nice To Haves
- Experience in a marketing or sales support function.
- SAP experience.
Responsibilities
- Prepare, review, and confirm the accuracy of month-end promotional expense accruals by customer and category.
- Provide account- and channel-level support to ensure operational plans are properly accounted for and included in forecasts and budgets.
- Support the Finance Manager – Direct Sales during annual budgeting by providing insights on supported accounts and channels.
- Help drive process improvements and automation to create capacity for additional business-partnering initiatives.
- Build relationships with the US Sales Team and provide advice so financial results are understood and business results are optimized.
- Partner with Sales and Demand teams to financially vet account- and channel-level plans.
- Perform ad-hoc financial analysis and special projects, including ROI analysis to support promotional investment decisions.
Benefits
- 401K with up to a 4% match.
- Company-paid life insurance and AD&D.
- Flexible Savings Account (FSA) and Health Savings Account (HSA).
- Paid time off including separate holiday, sick, and vacation time.
- Pre-tax commuter benefits in applicable areas.
- Child Care Leave Program.
- Wellness Program.
- Employee Assistance Program.
- Dyson product discounts.
- Multi-level healthcare coverage options.
- Vision and dental coverage.
- Company-paid short-term and long-term disability.
- Bonus opportunity.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
