Financial Analyst Industry Analysis

The Financial Analyst II – Sales & Business Intelligence is a forward-looking analytics role that transforms Icon Protection’s sales and financial data into the insight that drives strategic allocation of resources across the business. Building on a foundation of sales, rebate, and commission reporting, this position elevates the function beyond manual, recurring execution toward automated business intelligence, AI-enabled analysis, and executive-level performance reporting. Reporting to the Finance Manager, the analyst retains ownership of core sales, rebate, and commission reporting while partnering across functional areas to develop self-service dashboards, key performance metrics, and forecasting models that support the reinstated Sales & Operations Planning (S&OP) process and Icon’s “Fueling the Flywheel” margin-improvement priorities. Business Intelligence Development
• Design, build, and maintain automated dashboards and reporting in Qlik Sense to replace manual, spreadsheet-based reporting with scalable, self-service business intelligence
• Develop and document repeatable data pipelines and data models that connect ERP, pricing, and sales sources into trusted, single-source-of-truth reporting
• Serve as a subject-matter resource on business intelligence tooling, promoting adoption of dashboards among sales leaders and cross-functional stakeholders
• Continuously improve reporting accuracy, refresh cadence, and data governance to ensure decisions are made on real-time, reliable data
• generative AI, scripting, and workflow tools) to eliminate manual effort in reporting, reconciliation, and data preparation Key Metric & Performance Reporting
• Partner with management to define, monitor, and report out on key performance indicators (KPIs) that measure business health and guide strategic allocation of resources
• Contribute to executive-level presentations on sales performance, margin, and financial outlook for the leadership team
• Assist in development of customer, channel, and product profitability reporting – including customer P&L views for strategic accounts, to identify growth, margin, and rationalization opportunities
• Manage monthly topline forecast and produce variance analysis between actual, forecast, and plan S&OP, Forecasting & Financial Modeling
• Support the reinstated Sales & Operations Planning (S&OP) process with demand, forecast, and capacity analytics that reconcile rep forecasts, sales initiatives, and new product forecasts against actuals
• Prepare sales forecasts, budgets, and financial models to guide decision-making and strategic planning
• Assess the financial impact of sales initiatives, promotions, and pricing strategies to optimize profitability and inform margin-improvement tools
• Partner with cross-functional teams to gather relevant data and insights for comprehensive, forward-looking financial analysis Own the monthly calculation of customer rebate accruals and payments, ensuring accuracy, proper documentation, and timely posting
• External reporting on rebates to customers and buying groups as required, including interfacing with customer portals
• Prepare related journal entries, calculate accruals, and allocate expenses in close coordination with the accounting team during the month-end close process
• New Customer Setup — Conduct new customer investigation and set up approved new customers and support existing customer account review and maintenance. This includes maintenance of enrichment data required to amalgamate multi-system data, additions to rebate programs, and additions to commission programs Respond to information requests from internal customers and stakeholders as assigned
• Assist in the deployment and optimization of ERP systems and related data integrations as required
• The following responsibilities transfer from the current role and are retained on a transitional basis during onboarding and cross-training. EDI Cross-Reference & Order Processing — Maintain EDI cross-reference data and assist in resolving EDI issues, holding operations accountable to resolution so invoices process accurately Minimum three (3) years of experience in finance, accounting, business analytics, or a related data driven role is required. A bachelor’s degree in finance, Accounting, Business, Data Analytics, Information Systems, or a related field is required. Demonstrated proficiency in developing reports, dashboards, and analytics solutions utilizing modern business intelligence platforms such as Qlik Sense, Power BI, or equivalent tools is required. Must possess working knowledge of data preparation, query concepts, data modeling, ETL processes, and integrating data across multiple source systems. Experience with ERP systems such as Microsoft Great Plains, Steel Viking, Infor M3, SAP, or similar enterprise platforms is required. Advanced Microsoft Excel skills and proficiency across the Microso