Incentives Planning Analyst
About The Position
We are seeking a detail-oriented and analytical Incentives Planning Analyst 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. The Incentives Planning Analyst will work closely with Finance, Sales, Marketing, and captive finance partners to support incentive program execution, monitor program performance, validate financial data, and provide analytical insights. This position is ideal for an early-career professional looking to grow their expertise in financial analysis, automotive incentives, and business operations. Note: We are unable to provide visa sponsorship for this position now or in the future. Candidates must have existing authorization to work in the U.S.
Requirements
- 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.
Nice To Haves
- 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.
Responsibilities
- 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.
- Assist with maintaining accurate offer disclaimers and information within website offer management tools.
- Monitor incentive program expenses and identify trends or variances from budget expectations.
- Support month-end accrual calculations and related reporting activities.
- Assist with preparation of 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.
- 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.
- Collaborate with Finance, Sales, Marketing, and external business partners.
- 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.
- Other duties as assigned.
Benefits
- Ongoing employee development programs
- Impactful Community Relations initiatives
- Comprehensive healthcare coverage, including medical, dental, and vision plans.
- Discounted Employee Lease Car program, covering insurance, maintenance, and registration fees, with no down payment or credit check required.
- 401(k) with Company match and annual contributions based on years of service.
- Professional development opportunities, including training, tuition reimbursement, and employee resource groups.
- Up to 30 days of paid time off, including holidays, vacation, and other leave options.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
