Sales Finance Job Description
Sales Finance Duties & Responsibilities
To write an effective sales finance job description, begin by listing detailed duties, responsibilities and expectations. We have included sales finance job description templates that you can modify and use.
Sample responsibilities for this position include:
Sales Finance Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Sales Finance
List any licenses or certifications required by the position: CPA, MBA, CMA, IATA, RE5, FAIS, FSB, NQF, CDCS
Education for Sales Finance
Typically a job would require a certain level of education.
Employers hiring for the sales finance job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, MBA, Economics, Business/Administration, Education, Marketing, Associates, Management
Skills for Sales Finance
Desired skills for sales finance include:
Desired experience for sales finance includes:
Sales Finance Examples
Sales Finance Job Description
- Review and approve events in SAP to support trade accrual generation and customer reimbursement
- Submit atVenu reporting and set-up new labels on system
- Maintain meet comp grid
- Distribute customer letters
- Provide insights and rationale, along with necessary financial data inherent with the position
- Work cross-functionally with Legal, Revenue Accounting, Tax, to support ACG
- Manage the end-to-end deal process for invoicing, revenue and bookings requirements
- Partner with Sales, Operations and Finance to structure and review new business opportunities, and implement standard tools and metrics in the deal review process, ensuring that financial metrics (margins, growth, returns, ) in complex deals are appropriately and consistently understood by business partners
- Prepare presentations and provide recommendations to senior management
- Own the distribution and communication process for quarterly quotas sales comp earnings statements
- Sales and commercial finance experience
- Must have mid- large company experience
- Able to work with cross function teams
- Confident, independent and self-motivated
- Able to focus on and achieve established business targets
- Ability to adapt the role and approach as the requirements of the situation change and adept at seeking new and better ways of attaining goals
Sales Finance Job Description
- Review trade accruals for accuracy and completeness working with teams each period close
- Develop and maintain Full Cost to Serve reporting and Customer Profitability using a range of systems (Cognos
- Prepare mid-month sales flash
- Prepare CSW ROI using category data, market research data, IMS data
- Develop and present standardized monthly executive management sales reporting including key metrics
- Budgeting and Forecasting – assess and challenge viability and accuracy of revenue budgets and forecasts by platform
- Work directly with the senior leadership team to drive accountability for deltas to revenue budgets / forecasts
- Create and maintain a driver based long-term planning model for advertising revenue accounting for market / industry trends
- Identify opportunities to enhance process efficiencies, and enforce compliance with financial policies and controls
- Design and model financial frameworks to assess the financial impact of strategic initiatives and business cases in support of senior management decisions
- Sound background in accounting
- Development of Plant, Equipment and Industrial direct to client and vendor relationships, while also introducing and developing business in other verticals as appropriate
- Managing dealer and client relationships from initial prospecting to ongoing maintenance and service delivery
- Liaising with internal stakeholders including underwriting, compliance and risk, collections and business support as appropriate
- Managing sales pipeline, revenue income and collections in line with agreed targets
- A minimum of 3+ years of experience in a partnerships role, within the media and entertainment industry
Sales Finance Job Description
- Responsibility for key accounting estimates as it relates to revenue recognition
- Rebate Contract Review and validation of calculation requirements
- Validate the source data and calculation basis of rebate programs
- Drive programs from approval through payment and analytics process
- Program forecasting
- ROI analysis review on new rebate programs
- Monthly status reporting
- Analysis of rebate payment history
- Working with regional sales in response to provide data for target setting
- Consolidate quarter end accruals and prepare file for journal postings
- At least 5 years of experience with a manufacturing, distribution of CPG company
- 4-8 years of financial analysis experience, particularly working with revenue reserves
- Good financial systems skills
- Ability to work well with others in a fast paced and dynamic environment
- 7+ years of professional experience in sales finance or related area of finance
- 7-10 years’ experience in a financial or accounting related capacity, media experience a big plus
Sales Finance Job Description
- CAM Sr
- Supervise Post Performance Evaluation Analysis and present to Sr
- Serve as a key resource for Sales Finance, Field Sales, and HQ Sales on accounting and finance related questions
- Analyze net sales and gross margin variances through reporting, ad hoc analysis, and business reviews
- Lead preparation / evaluation of monthly and quarterly forecast accuracy for volume and trade
- Partner with assigned NSD and Team Leaders to “own” the customer P&L
- Work with NSD team to ensure quality Siebel data and trade promotion integrity
- Ensure timely follow ups and clean balance sheet of ageing and open deductions
- Contribute volume and trade assumptions within TM1 planning environment to assist in the preparation of timely and accurate financial planning, including annual sales plan, annual performance targets, quarterly financial updates, and monthly outlooks
- Provide analytical support (pre and post event) for trade spend and resulting ROIs
- Experience working with sales incentive tools such as Xactly, Callidus or Varicent a plus
- Experience using planning systems, reporting applications, and business intelligence software applications such as Hyperion, Anaplan, Birst, and Tableau a plus
- Mid-level experience in SQL a strong plus
- Strong verbal and written communication skills to effectively interact with all levels of management clearly communicate business results
- Major in Industrial Engineering , Economics or Business Administration
- Understand Planning / Commercial Controlling Processes
Sales Finance Job Description
- Support the Core Account and Grocery Distributor Finance and Sales Teams to deliver against AOP financials including Net Revenue and Profit Targets
- Further develop the customer strategy with supporting retail calendars, compliance measures, and trade rates
- Support business result analyses to Sales and other leadership on a periodic basis
- Lead all periodic business requirements, including period reporting, forecast analysis and deck preparation
- Lead revenue forecasting, planning and tracking of product promotions and customer contracts
- Lead strategic plan and AOP development, including deck preparation and communication
- Help drive IFR requests through Pricing Council
- Lead all Quarterly Liability analysis, communication and fund decisions
- Collaborate with Sales to develop better trade efficiencies and increase net revenue
- Perform ad-hoc projects and analysis as requested
- Four year degree (B.A., B.S.) at an accredited college or university in Business, Accounting or Finance
- At least 1 year of experience in the finance area of Multinational Companies
- Analytical and synthesis capabilities and numerical skills
- Ability to communicate at different levels of the organization
- Bachelor Degree in Business or related area
- 4+ years in sales compensation, accounting or finance with a focus on sales incentive pay and processes