Financial Sales Analyst Job Description
Financial sales analyst
provides financial analysis and assistance to the Plant Controller through an in-depth understanding of company accounting policies, practices and business operations along with business systems.
Financial Sales Analyst Duties & Responsibilities
To write an effective financial sales analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included financial sales analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Collaborate across functions to champion best practices and scale automated financial processes
Partner with accounting colleagues
Act as a liaison and provide cross functional support for Inventory Control and Sales Audit team
Develops and collaborates on new approaches to business processes and reviews operational procedures, technologies and methodologies
Responsible for Weekly Sales Reporting
Responsible for Monthly Key Performance Indicator
Responsible for monthly P&L review, analysis, research and fluctuation explanation to management and corporate senior management in regards to revenue and expenses relevant to our business
Assist in monthly commission process including the preparation of individual statements for commission based employees
Assist in the management of headcount and compensation analysis
Oversee all analysis as it relates to Entertainment Ad Sales revenue reporting processes
Financial Sales Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Sales Analyst
List any licenses or certifications required by the position: CMA, CPA, MBA, ACCA, CIMA, SQL
Education for Financial Sales Analyst
Typically a job would require a certain level of education.
Employers hiring for the financial sales analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Business, Economics, MBA, Business/Administration, Education, Mathematics, Financial Analysis, Finance/Accounting
Skills for Financial Sales Analyst
Desired skills for financial sales analyst include:
Accounting theory
Financial analysis techniques
Practices
Principles
Regulations
Accounting and planning software packages
Business law
Changing sales landscape and make decisions that will grow their areas of the business
Database management systems
Excel and PowerPoint
Desired experience for financial sales analyst includes:
Expert skills in financial modeling and analysis
High proficiency in developing/maintaining underlying databases and reporting tools
Must be detail-orientated, strong team player and self-motivated
1-3 years Sales Audit experience
Reconciliation savvy
Coordinate with Strategic Planning to prepare all forecast deliverables
Financial Sales Analyst Examples
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Financial Sales Analyst Job Description
Job Description Example
Our growing company is looking for a financial sales analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial sales analyst
- Partner with Strategic Planning on the annual Budget/LRP process in order to understand year over year assumptions and gain an understanding of marketplace conditions and impact on future revenue growth
- Compile, review and analyze monthly closes
- Assist Manager in providing required deliverables and meaningful supporting analyses to Corporate and Segment Finance, Operational and Financial Management, and other Ad Sales departments
- Assist with monthly reporting deliverables for Corporate and help develop supporting analytics
- Prepare reporting for unique areas such as underdelivery liability and other ad-hoc analysis as needed
- Continuously assess policies and processes, while making recommendations to the Manager to implement improvements that will gain efficiencies, streamline workflow and improve reporting
- Garner a working knowledge of Hyperion Essbase and utilize to compile analyses
- Ensure compliance with government and company procedures
- Change agent to drive innovation in financial modeling
- Establish strong partnership with the key stakeholders (Sales VP, Sales Finance Director, and Finance Business Partners) to provide analysis support for the assigned business group
Qualifications for financial sales analyst
- Master’s degree, MBA or CPA
- Media industry experience (Revenue is a plus)
- Proven knowledge of Hyperion Essbase (or related systems)
- Experience dealing directly with all levels of Management and ability to anticipate requests for information and analysis
- Desire for ownership and ability to operate independently in fast paced/dynamic environment
- Team player who adapts to change
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Financial Sales Analyst Job Description
Job Description Example
Our company is looking to fill the role of financial sales analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial sales analyst
- Act as key interface with Sales Finance HQ to provide financial input
- Manage weekly processes and deliverables, working with key stakeholders which may include forecast, planning, projects
- Help build robust financial models for new business metrics
- Key role in end of quarter process including partnering with multiple cross functional teams (Revenue accounting, Global Customer Support & Operation, Sales, Finance)
- Provide regular and ad hoc analysis, build financial report and modeling and drive insightful color of business performances
- Lead or participate projects related to process improvement
- Liaison with Corp finance team and other cross function teams as required
- Perform in-depth financial, variance, and trending analysis for key profitability drivers and metrics
- Support Worldwide Sales forecast
- Lead revenue modeling and analytics, including develop end to end process framework, architect and enhance the billing to revenue conversion modeling, and provide regular analysis of ratable business trending, monitor and articulate risk and upside of revenue forecast
Qualifications for financial sales analyst
- Technically sound, systems savvy with advanced skills in Excel modeling
- Innovative visualization and presentation skills
- Ability to multitask and prioritize within a dynamic sales environment
- Sense of urgency & intellectual curiosity
- Team player who embraces change
- Bachelors Degree in Finance, Accounting, Business Mgmt (with emphasis in Accounting) or related area or equivalent work experience
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Financial Sales Analyst Job Description
Job Description Example
Our growing company is hiring for a financial sales analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial sales analyst
- Manage quarter end deliverables including reporting and analysis of key financial metrics and KPIs and provide ad hoc support to cross functional teams on forecast/other financial data
- Provide ad hoc analysis to enable insightful color of business performances and support decision making
- Proactively plan ahead to ensure timely and accurate deliverables
- Change agent to drive value-add, innovation and continuous improvement in WWSS FP&A process, metrics and platform, and leverage best practice
- Build strong partnership with a broad range of cross-functional and global teams
- Assist with preparation and monitoring of Revenue/COGs/OPEX budgets to achieve objectives
- Provide forecasting and analysis for Worldwide Global Services
- Help to manage Global services spend with spend team assistance
- Review Consulting contracts and participate in deal reviews for consulting team
- Contribute to the business strategy by applying financial analysis and business judgment
Qualifications for financial sales analyst
- Knowledge of Hyperion Essbase and Planning
- Ability to travel to San Rafael or San Francisco on a regular and as-need basis
- Financial planning & analysis experience is highly preferred
- Strong aptitude for, and experience with, financial software
- Ability to work autonomously and in a team environment as needed, to tight deadlines, and to excel in a fast paced environment
- Ambitious and eager to learn, ability to work in changing environments and be flexible
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Financial Sales Analyst Job Description
Job Description Example
Our innovative and growing company is hiring for a financial sales analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial sales analyst
- Assists with budgeting, forecasting, projections and variances (long term plans )
- Flash reporting/financial dashboard reporting
- Be a business knowledgeable advisor to divisional leadership in management and administration of expense budgets
- Develop, prepare, and deliver ad hoc analyses and presentations to operational and financial management at multiple levels
- Provide timely updates and feedback of financial performance to identify risk and opportunities to the business
- Liaise across various Turner groups including Accounting, Legal, Finance and Operations in oversight of NCAA Corporate Marketing program financials
- Collaborate with Revenue Finance in deal review and management of P&L reporting for forecast and budget
- Fully understand expense allocation methodologies in order to communicate drivers to receiving business units and contribute to their on-going evaluation
- Partner with accounting teams to ensure accuracy and completeness of Actuals
- Continuously evaluate processes and procedures, assuring ability to meet business needs, add value, and operate efficiently
Qualifications for financial sales analyst
- Bachelor in Accounting, Economics, or Finance
- Technically sound, systems savvy with advanced skills in Excel modeling, PowerPoint
- Bachelor’s degree required, preferably in Mathematics, Computer Science, Statistics or a Business related degree
- Incumbent should thrive in a fast paced environment
- Cloud of software company experience strongly preferred
- Bachelor (or Master) Degree in Accounting/Finance preferred, or equivalent work experience required
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Financial Sales Analyst Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of financial sales analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial sales analyst
- Assist in building out Annual Operating Plan for Trade, Slotting, and OSD, and communicating key variances and drivers to the organization
- Participate in the annual process of building out allocations (targets) to Field Sales working with internal business partners and articulate key drivers and changes
- Responsible for Trade, Slotting, and OSD reporting, including various business reviews with Senior Leadership
- Work closely with Customer Strategy Planning team to understand risks and opportunities between Sales projections, targets, and the internal P&Ls
- Responsible for standardized reporting around Trade and Slotting
- Ensure full Trade & Sales Finance team is aligned to help translate field forecasts into the P&L
- Complete ad hoc requests as needed (such as Customer P&Ls, analyses in the areas of Trade tactics, returns on investment, promotion breakeven, promotion strategy, pricing realization, competitive analyses)
- Drive and analyze initiatives for the Sales and Sales Finance organizations
- Responsible for a variety of financial duties surrounding Sales reporting and analysis including, but not limited to, development of standardized Sales management reporting and analysis, Customer scorecards, Trade and Sales forecast/trend reporting, Customer performance/profitability
- Serve as a key resource for the Sales organization on accounting and finance related questions
Qualifications for financial sales analyst
- Demonstrates proficiency in Excel
- Four plus years of experience in an Accounting/Finance related role
- Experience with corporate financial systems/applications
- Microsoft Office super user in Excel
- Sound knowledge of Corporate accounting policies and procedures and of basic financial techniques for planning, forecasting, and related analyses
- Expert level with excel (macros )