Sales and Finance Coordinator

MS Walker•Norwood, MA
•$55,000 - $65,000•Hybrid

About The Position

M.S. Walker is seeking an energetic and enthusiastic Sales & Finance Coordinator to provide support in the form of financial sales analysis and reporting to the sales and brand management team, operational team and executive leadership team. To employ pricing strategies that meet M.S. Walker’s standards, policies and procedures, ensuring compliance with all pricing objectives. This is an entry level position so if you are early on in your career as a Business Analyst and excited about the wine and spirits industry, this may be the role for you! This is an in-office role with the opportunity for flexible hybrid scheduling.

Requirements

  • Bachelor’s Degree in finance or Business preferred, and 2-4 years related experience, or equivalent combination of education/experience.
  • Proficiency in Microsoft Office products with intermediate to advanced Excel.
  • Strategic thinker – demonstrates ability to see big picture, anticipate changes and impact on trends, asks what if questions, develops recommendations.
  • Ability to apply mathematical skills for preparing and verifying pricing analysis with a strong attention to detail. This includes ability to calculate amounts such as commissions, discounts, percentages, and volume.
  • Oral Communication - Ability to speak clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings.
  • Written Communication – Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information.
  • Adaptability – Adapts to changes in the work environments; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays or unexpected events.
  • Demonstrated ability to independently prepare sales and financial analysis with high degree of accuracy and within established deadlines.
  • Demonstrated interpersonal skills; able to develop and maintain effective working relationships with all levels of internal and external stakeholders.

Nice To Haves

  • Wine or spirits industry experience or related knowledge of three tier system, helpful but not required.

Responsibilities

  • Daily, monthly & annual sales and financial reporting including, but not limited to, depletion reporting, incentive program resolution, depletion allowance reconciliation, sales forecasting, etc.
  • Conduct ROI analysis of sales programs, incentives and other spends.
  • Assist sales management, portfolio managers and selling team with varied sales related tasks.
  • Continuously monitor, audit and analyze pricing activity.
  • Read, interpret and discuss pricing requests with Sales or Brand Managers to assure proper understanding of the exception and related pricing implications. Including price increases, changes in tax and/or freight, price support, etc.
  • Work with all National team members on the daily management and implementation of pricing with a focus.
  • Work with the Sales Administration team on the daily management of our Massachusetts focused local and national retail chain business.
  • Assist with analysis work pertaining to supplier/producer accounts receivables.
  • Assist with validating and maintaining KPI Forms for Sales Specialists and Brand Ambassadors.

Benefits

  • Medical & Dental Insurance
  • Vision Coverage
  • Paid-Time-Off Program
  • Fidelity Investments 401k
  • Disability, Life, Accident & Illness Insurance Packages
  • Discounted Fitness Memberships
  • Free & Discounted Work/Life Resources
  • Career Advancement Opportunities
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