Financial Analyst, Sales Finance
Quick Overview
Job Description
OUR COMPANY OFFERS GREAT BENEFITS, INCLUDING:
- Generous Paid Time Off
- Competitive Medical, Dental & other wellness programs
- Disability and Life Company Paid
- Retirement Plan Options
- Generous Employee Purchase Discounts
Pay Range: $75,000 - $100,000
Job Summary: The Financial Analyst supports the Sales Finance team by preparing recurring reports, performing entry‑level financial analysis, and assisting with sales‑related planning and forecasting activities. This role focuses on delivering accurate, timely data and insights related to sales performance, pricing, promotions, and customer profitability.
The ideal candidate is detail‑oriented, analytically curious, and eager to develop a strong understanding of how sales activities impact financial results. This position is well‑suited for early‑career professionals seeking to build foundational finance and business partnering skills in a fast‑paced environment.
What You’ll Do (Essential Duties and Responsibilities):
- Prepare and maintain recurring sales and financial reports, including monthly and quarterly reporting packages for sales leadership.
- Support analysis of customer profitability, pricing activity, promotions, and dealer incentives using established tools and templates.
- Provide POS and other sales reporting to help identify basic trends, risks, and variances.
- Assist with monthly financial close by analyzing results versus budget, forecast, and prior year under guidance from senior team members.
- Support forecast and budget cycles by compiling data, updating models, and documenting assumptions.
- Assist in evaluating dealer, product, and pricing requests using standardized financial models.
- Respond to routine ad hoc reporting and data requests in a timely and accurate manner.
- Seek ways to improve standard reporting as requested or required with a view toward driving action.
- Perform other duties as assigned.
What You’ll Need (Qualifications):
- Bachelor’s degree in finance, economics, or accounting.
- 1-3 years of related experience.
- Expertise with Microsoft Office products, particularly Excel, Power BI experience is desirable.
- Strong written and verbal communication and presentation skills.
- Challenger mindset with strong collaborative focus.
- Strong sense of curiosity and desire to learn and develop.
- Proven experience with financial modeling, analysis, forecasting, budgeting methods and tools.
- Strong technical skills and knowledge of the P&L, Balance Sheet, and Cash Flows from bottom up.
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