Senior Financial Analyst

1 month ago


Plano, United States LHH Full time

Our client is looking for a Financial Analyst who will be responsible for the preparation of daily/weekly sales reports and assist in the calculation of commissions in accordance with the company’s approved compensation plans.  


Responsibilities include:    

                                                       

  1. Issuance of daily order and weekly shipments reports, used by management to judge status of the business compared to forecast, budget and prior year
  2. Maintenance of sales ‘standings’ for all of the sales reps/managers by region/business
  3. Assist in the administration of all approved sales and clinical compensation plans and process commissions and bonus calculations to ensure proper and timely payment
  4. Develop and prepare ad hoc reports for business needs
  5. Administer the corporate automobile fleet program, which includes ordering, maintaining, and driver requests/issues
  6. Assist in the management of commercial insurance policies, which includes renewal process, claims, and customer certificate requests. 
  7. Other month-end duties, such as sales database preparation for revenue reporting


Position Specifications:

 

Knowledge/Educational Requirements

 

  • College degree and/or 3 -5 years equivalent experience in a financial analyst role
  • Strong knowledge of Microsoft Office applications
  • Knowledge of ERP/CRM Systems: SAP, Salesforce and Business Intelligence knowledge a plus
  • Experience with fleet management and/or corporate insurance administration a plus



Skills and Abilities


  • Strong understanding of creating and manipulating Excel Spreadsheets: Pivot Tables, V-Lookups
  • Proficient analytical skills
  • Strong interpersonal and follow-up skills
  • Ability to interface with higher levels of management and sales management
  • Ability to solve problems independently and react to changing demands on a timely basis
  • Clear and concise verbal and written communication skills
  • Ability to prioritize work and follow through independently
  • Highly detail oriented
  • Ability to meet demanding deadlines which may require overtime, including weekends/holidays during month end closings



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