Support the Sales Finance, BU Finance, Performance Management and Sales teams by delivering accurate financial analysis, insightful reporting, and actionable recommendations
Develop and maintain KPI reporting, ad hoc analysis, and dynamic self-service user reports with a focus on sales financial performance
Ownership of sales performance scorecards, data model refreshes, plus month‑end close support
Partners with business leaders across multiple lines of business across the organization
Participate in stakeholder meetings to understand user needs and capture development requirements for dashboard creation
Work iteratively with stakeholders to improve and expand existing reporting
Champion reporting quality, accuracy, usability and reliability by documenting and applying best practices in development and implementation
Performs ad-hoc financial analyses at multiple levels of complexity, including churn and sales analysis
Create useful documentation, lead hands-on training, and support general understanding and usage by internal stakeholders of dashboard reporting, and ad hoc analysis
Recommend operational efficiencies and process improvements
Conduct research and analysis of financial data for planning and budgeting
Apply tools and techniques to gather, interpret, and report data
Lead projects that generate insights for decision-making and business needs
Tailor data fields to meet client requirements and present findings clearly and actionably
Identify patterns, build reports and recommend, and set up tracking systems that are efficient, timely, and minimally disruptive
Monitors report and data availability and proactively communicate with clients on delays and issues
Requirements
Bachelor’s degree with 4 years of experience in FP&A, financial analysis, or related roles
A candidate may also have a Master's Degree with 2+ years of experience or a Ph.D. with 1+ year of experience
A non-degreed candidate will have 8 years of relevant experience
Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and data modeling
Familiarity with SQL for data querying and reporting
Experience with BI tools (e.g., Power BI, Tableau) and/or ERP/financial systems
Excited to explore and apply AI-driven tools and techniques to enhance accuracy, automate reporting, and uncover financial insights
Be a self-starter - work independently with minimal direction or oversight
Excel in a fast-paced, high-pressure environment where speed and quality are paramount
Strong analytical and problem-solving skills
Excellent communication skills, including the ability to clearly and effectively communicate analysis findings to stakeholders at all levels
Produce high-quality work that is accurate, insightful, and actionable with attention to detail
Ability to prioritize work with a demonstrated focus on real business need/value
Benefits
The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company’s needs, and its obligations
seven paid holidays throughout the calendar year
up to 160 hours of paid wellness annually for their own wellness or that of family members
Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave
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