Financial Analyst - MST
About The Position
The Sales Analyst supports the North America Strategic Accounts team by transforming sales and operational information into actionable business insights and supporting strategic customer growth. The role tracks sales performance, manages customer fee reporting, supports compliance with contractual obligations, and maintains records of executed customer agreements and non-disclosure agreements (NDAs), including document governance and executive-level contract summaries. The analyst works with large and complex datasets to identify trends, generate insights, and support business decisions. The position collaborates across sales, operations, finance, and leadership, and uses internal systems to respond to customer information requests and meet business intelligence needs. Responsibilities also include recurring reporting, data quality and governance, customer program administration, and process improvement. The role offers location flexibility, with a preference for candidates based in Charlotte, NC, or Palm Beach Gardens, FL.
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.
- Strong attention to detail and ability to meet fixed weekly and monthly deadlines.
- Ability to research data discrepancies and maintain clear supporting documentation.
- Experience handling confidential customer and sales information.
- Ability to follow standard operating procedures and coordinate work across several stakeholders.
- Ability to manage 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
- Experience preparing recurring operational or financial reports.
- Experience with CRM, ERP, or business-intelligence reporting.
- Salesforce and SAP/S4HANA experience.
- Familiarity with cooperative purchasing, Group Purchasing Organization, fee/rebate, or contract-compliance reporting.
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 a repository of executed customer agreements and NDAs, including accurate records, document governance, and executive-level contract summaries.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Education Level
High school or GED
