Sr. Financial Analyst - Trade

Masco•Carmel, IN

4d•$76,400 - $120,010•Hybrid

About The Position

The Sr. Financial Analyst supports Delta Faucet’s corporate FP&A team and Trade channel, serving as a business partner to Finance stakeholders, Trade channel leaders, and customer-facing teams. The position reports to the Director of Finance – Trade and supports financial planning, forecasting, analysis, customer programs, and business-case decisions. The role offers opportunities to influence customer programs and business growth, balancing risk mitigation, financial communication, and cross-functional partnership. It combines independent analytical work with significant collaboration across dynamic teams and is hybrid at the company’s Carmel, Indiana headquarters. Responsibilities span Corporate FP&A, Trade Partnership – Builder, and Trade Partnership – Non-Builder. The analyst manages Trade gross-to-net budgeting, forecasting, and reporting; supports Builder financial statements, contracts, and program payments; and advises non-Builder channel partners on financial results, pricing, promotions, and spending. The position also supports strategic initiatives, monitors program performance, and identifies improvements to reporting, transaction, and analysis processes.

Requirements

Bachelor of Science degree in Finance or Accounting from a four-year college or university.
At least 5 years of related experience in financial roles.
Ability to communicate complex problems effectively at all organizational levels.
Proactive approach to recommending and improving processes.
Self-motivation to find and propose solutions.
Team-oriented approach and strong accuracy and credibility.
Strong proficiency in Excel-based financial analysis and modeling.
High degree of professional excellence, sound independent judgment, initiative, and ethical standards.

Nice To Haves

Experience supporting the commercial side of a business from a Finance role.
Prior SAP experience.
Prior Power BI experience.

Responsibilities

Manage Trade gross-to-net (GTN) budgeting, forecasting, and analysis of costs that reduce net sales.
Lead monthly financial meetings with the Senior Vice President of Finance and Senior Director of FP&A, reporting channel and customer sales and expenses against prior year and forecast.
Explain changes to forecasts, prior-year results, and sales results; inform management of Trade forecast risks and opportunities.
Prepare and analyze monthly financial reports and improve financial reporting processes.
Prepare Net Sales flash forecasts with the FP&A team at mid-month, Day -1, and Day 1 of month-end.
Collaborate with FP&A colleagues to maintain consistent approaches and align strategies across business channels.
Work with the Trade Accountant on GTN month-end calculations, COPA mapping, builder home-closing assumptions, builder price-protection claims, and work-in-process program reserves.
Prepare the monthly New Construction report and provide it to the relevant accounting team members.
Identify and implement improvements in reporting, transaction, and analysis processes and tools.
Partner with Finance and Trade channel leaders, balancing potentially competing stakeholder interests.
Support the Builder team by reviewing or preparing financial statements based on builder size and negotiation complexity.
Work with Masco Legal, as needed, to review standard contract language, contract changes, and ad hoc contracts for risk mitigation and accounting processability.
Work with the Sales Enablement CRM team to provide assumptions, ensure accurate P&L calculations, and validate Salesforce approval routing after alignment with Sales leaders; review these details at least annually.
Review and route builder P&Ls entered in Salesforce by Regional Directors or agencies, generate contracts, and submit contracts and associated data to the Delta Contract team.
Help prepare and review Business Case PowerPoint presentations for contract terms requiring Executive Leadership Team and/or Masco approvals.
Process builder signing bonuses and account development funds within the timelines specified by signed builder contracts.
Present Builder sales and expenses to the Builder team monthly.
Obtain Builder team insights about contract performance, including upcoming renewals, significant spending increases, underperformance, and underused reserves.
Advise channel partners on financial analyses and recommendations, including ETQ pricing, Buying Group promotions, and other requested programming spend; assess and communicate impacts to the Trade budget and forecast.
Present Trade financials to the Trade Senior Leadership Team monthly during the All Trade meeting.
Keep Finance leadership informed about new or changing customer programs and incentives and their financial impacts.
Analyze Showroom Representative rewards programming through IBNR and spend analyses, review potentially impactful Showroom promotions, and discuss results in a monthly meeting.
Complete and analyze the FEI inventory analysis report monthly.
Support Trade Commercial Tracker projects and strategic initiatives from discovery and review/approval through defining metrics and monitoring results.