Overview
This role supports sales reporting and planning processes by delivering timely, accurate reports, forecasts, and analysis that inform business decisions and drive performance. The position provides value-added insights through financial modeling, variance analysis, and cross-functional collaboration to support monthly reporting, the annual Sales Plan, and the Mid Year Forecast.
Responsibilities
- Produce and validate monthly corporate sales reports and dashboards, ensuring data accuracy and timely distribution to stakeholders.
- Perform detailed variance analysis (actual vs. plan/prior year), identify key drivers, and present concise insights and recommendations.
- Build and maintain decision-grade financial models and scenario analyses for product lines and initiatives.
- Collaborate with executive officers, department heads, and senior management to provide meaningful sales-focused analysis and present recommendations to aid decision-making.
- Proactively identify issues and facilitate cross-functional discussions to resolve them.
- Develop complex financial models to predict and understand business performance and actual results, including understanding drivers and internal metrics.
- Challenge assumptions made in forecasts and projections.
- Integrate internal best practices to support overall business objectives.
- Communicate results clearly to managers and senior stakeholders; prepare executive-level commentary for leadership and board materials.
- Identify process improvements and other opportunities to provide insight through creativity and innovation.
- Potentially develop strategies to optimize the use of financial reporting systems and maintain expertise over these systems.
- Lead special projects related to sales reporting, financial reporting, process improvements, or other assignments as requested by division leaders.
- Partner with Data Solutions, Accounting, Sales Enablement, Corporate Strategy, and business leaders to source data, resolve discrepancies, and improve data flows.
Requirements
- Bachelor's degree in accounting, finance, business administration, or related field; accounting emphasis preferred.
- Typically 5 or more years of financial management and/or financial planning and analysis experience.
- Strong analytical, planning, organizational, budgeting, problem-solving, negotiation, oral and written communication skills.
- Ability to develop and interpret financial models for complex analysis.
- Demonstrated ability to make effective decisions and influence without authority at all leadership levels.
- Ability to maintain confidentiality and manage multiple assignments concurrently while effectively prioritizing.
- Ability to develop and present recommendations to management.
- Ability to build rapport and acceptance at different management levels and across various departments.
- CPA or CMA designation preferred.
Compensation & Benefits
- Pay Range Start: $81,280.00
- Pay Range End: $121,920.00
Geographic Specific Pay Structures:
- Structure 110: $89,440.00 USD - $134,160.00 USD
- Structure 115: $93,440.00 USD - $140,160.00 USD
Final salaries are based on factors including candidate skills and experience, current market conditions, candidate location, and other factors identified during the hiring process.
Skills
- Resource Management (Intermediate)
- Process Improvement (Intermediate)
- Financial Acumen (Advanced)
- Process Mindset (Intermediate)
- Business Automation (Intermediate)
- Business Acumen (Intermediate)
- Storytelling through Data (Intermediate)
- Cross Functional Partnering & Planning (Intermediate)
- Financial Analysis (Intermediate)
- Financial Forecasting (Advanced)
- Consulting (Intermediate)
- Expense Reporting Management (Advanced)
- Learning Agility & Critical Thinking (Intermediate)
- Attention to Detail (Advanced)
Location
This role may have geographic-specific pay structures applicable based on candidate location, including California and New York City.