Financial Sales Analyst Resume Samples

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F Ritchie

Freida

Ritchie

637 Mariam Club

Boston

+1 (555) 250 3370

637 Mariam Club

Boston

Phone

p +1 (555) 250 3370

Experience Experience

Houston, TX

Financial Sales Analyst

Houston, TX

Schuster, Gleichner and Bergnaum

Houston, TX

Financial Sales Analyst

Work on various financial and sales operations tasks including management reporting, strategic planning, forecasting, financial modeling and analysis
Develop sales modeling improvements in planning and forecasting
Develop and use metrics and tools to measure actual sales performance
Work with many diverse disciplines in organization to provide and request information
Provide business analysis, monitoring of opportunities and reporting on sales performance and trends
Assist in preparing sales target plans
Actively interact with senior management

Dallas, TX

Financial Income Sales Analyst M

Dallas, TX

Bins-Hammes

Dallas, TX

Financial Income Sales Analyst M

Helping to create a smooth client take on process,
Assist Salespersons for back up when requested for trade execution under supervision of senior sales to deal with simple or minor quote requests,
Answer the phone when the desk is busy, taking messages from clients, Assist in the booking of meetings
Maintaining Client Data in CRM tools,
Reviewing assignment requests via electronic platforms,
Monitoring credit limits for clients,
Helping in preparing presentations and trade ideas,

present

New York, NY

Senior Sales Financial Analyst

New York, NY

Gorczany and Sons

present

New York, NY

Senior Sales Financial Analyst

present

Develop and maintain key performance indicators for sales, ensuring the sales team understands what they are measured on and how to recognize improvements
Support the development & delivery of reporting, providing analysis of results
Provide sales territory planning through enhanced analytics and execute sales target administration and quota setting across sales teams
Proactively seek out inefficiencies, study operational activities, and identify areas for improvement and cost savings
Lead the annual sales compensation definition. Partner with Philips Incentive Compensation, HM Accounting, Finance, and Human Resources to develop the annual sales incentive compensation program. Ensure compensation is paid in accordance with program policies and procedures
Leverage data and business knowledge to drive improvement
Manage the sales operating budget. This includes annual, quarterly & monthly expense planning & control, the creation of annual expense plans and spending variance analysis

Education Education

Bachelor’s Degree in Finance

Arizona State University

Bachelor’s Degree in Finance

Skills Skills

Exceptional attention to detail and quality
Proven ability to make logical assumptions, identify trends, consolidate external and internal information, draw conclusions from diverse information, and effectively benchmark results against appropriate baselines
Ability to learn quickly, make an immediate impact, and provide value added
Ability to build productive working relationships
Ability to work effectively both independently and as part of a team
Excellent communication and interpersonal skills
Knowledge of and experience with Deltek Costpoint and IBM Cognos a significant
Advanced knowledge of Microsoft Excel
A strong desire to be an active, long-term participant in our organizations growth
Excellent verbal, written and formal presentation skills

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15 Financial Sales Analyst resume templates

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Senior Financial Analyst Gp&r Sales & Brands Resume Examples & Samples

Co-pilots with the Director GP&R with all Month-/ Quarter- / Year-End closing activities and for special projects, ad hoc requests, special analysis projects)
Manages the administration and review of reporting data from subsidiaries (timely and complete delivery, correctness and plausibility checks, cross checks between different data sources, follow-up on incidents and issues including proper communication to stakeholders and parties involved)
Prepares, coordinates and finalizes the Financial Monthly Reporting for assigned area according to Senior Management requirements and service-level agreement (e.g. Key Account, Global Sales/Global Brands Functions)
Actively drives the implementation of new standards, guidelines, policies and definitions in the area assigned
Acts as contact partner/first point of contact /service provider for stakeholders in the assigned areas for all key financial topics and as key link to the Finance Competence Centers
Actively shares knowledge within the team and enables dedicated deputy to take over own tasks/responsibilities
Strong Finance background and understanding of Financial Data (P&L, Balance Sheet, Cash Flow metrics)
Understanding of the interactions and dynamics within an international group
Experience with Business consolidation/ Data Warehouse systems
At least 2-3 years experience in Accounting / Controlling / Reporting within an international Group
Fluency in English mandatory

Senior Financial Analyst, Americas WW Sales Resume Examples & Samples

Lead forecast cycles to ensure timely and accurate delivery of forecast submissions supporting AMER Territory and Emerging businesses
Build financial models and provide data analytics in support of driving business growth, identifying areas of opportunity or risk, and improving forecast accuracy
Communicate effectively to VP sales, Senior Finance Director and finance business partners on forecast results, drivers and opportunities/risks
Provide support on quarter end executive reporting and reviews
Support Americas GEO End of Quarter process including daily forecast and communication
Manage WW forecast in support of foreign currency hedging program, interfacing with Treasury
Change agent to drive innovation in financial modeling; Provide ad hoc analysis to enable insightful color of business performances and forward looking analysis
Provide strategic and tactical support on annual budgeting and planning process
Collaborate across functions to champion best practices and scale automated financial processes; Support new system migrations and drive adoptions

Financial Analyst, FP&A, Sales Resume Examples & Samples

Provide financial & decision support for our Wholesale Sales organization, with specific focus on leading US Sporting Goods business unit Selling and Marketing expense support
Partner directly with Sales and Retail Marketing leads to align on forecast expectations and drive accountability
Assist in monthly, quarterly, annual, and long-range financial planning and budget to actual review processes
Perform in-depth financial, variance, and trending analysis for key profitability drivers and metrics. Interpret results and articulate actionable recommendations to maximize profitability and ensure financial targets are achieved
Compile, analyze and report on Selling and Marketing expense in order to drive accountability and cost savings
Provide visibility to the financial impact of opportunities and risks arising during the quarter and ensure they are incorporated into Corporate FP&A’s EPS forecast
Lead month-end reporting process for US Wholesale operations, including accrual and variance analysis
Prepare and record journal entries to support monthly Accounting Close specific to US Wholesale
Proficiency in MS Office – expertise in Excel, financial modeling and scenario/sensitivity analysis
Excellent oral and written communication skills, including the ability to effectively present information and respond to questions
Ability to review and analyze financial statements with a solid understanding or financial concepts and applications
Strategic thinker with excellent analytical, critical thinking, problem-solving, interpersonal, and relationship building skills
Solid understanding of Accounting rules and regulations
Ability to work independently and identify information and/or resources needed to complete assignments

Sales Incentive Financial Analyst Resume Examples & Samples

Bachelor's degree in finance or accounting
2-5 years related experience
2+ years in finance, compensation, incentives, controller or other similar finance roles
1+ years designing and administering incentive compensation program
Proven ability to collaborate and build strong relationships at all levels of teammates and management
Strong verbal and written communication skills, both on the phone and in person
Advanced level of proficiency in Microsoft Excel and Access
Intermediate knowledge of generally accepted accounting principles (GAAP), practices and payroll accounting procedures
Experienced with IBM Cognos, Salesforce CRM or other similar incentive, compensation or CRM software

Sales / Financial Analyst Resume Examples & Samples

Maintains price lists in order management and ensures additions/deletions/modifications occur within specific timelines as required by product launch
Provides interpretation of sales programs with advanced pricing to support business requirements, and is fully responsible for the set-up of qualifiers and modifiers to ensure proper discounting of sales orders across multi-brands
Analyzes data in order to interpret customer business needs and translate them into application and operational requirements
Supports the business functions for the Order to Cash modules within Oracle EBS, including order management for Demo and Rental orders, Advanced Pricing, and configurator price list
Serves as an Oracle user expert for the US commercial unit in support of the day to day commercial activities
Responsible for identifying process gap in connection with business owners, and provides recommendations for business solutions, system modifications, and workarounds as needed to support commercial functions
Acts as project manager to connect all business processes together (including Accounting, sales operations, inventory management, purchasing/scheduling and order fulfillment) for seamless system flow
Supports Oracle configurator pricing with configurator team and assists with troubleshooting and system requirements
Exercises judgment within defined procedures and policies to determine appropriate action
Manages all Oracle configuration, functionality, enhancements and functional design from a commercial perspective and works as a liaison with technical support
Knowledge of sales programs and advanced pricing
Requires an excellent understanding of standard business practices related to Accounting (Accounts Receivable, Accounts Payable, General Ledger, Invoicing), Sales Operations, Inventory Management and Purchasing, Scheduling, Order Fulfillment
Advanced Oracle EBS skills preferred
Familiar with Business Objects
Works on issues where analysis of situation or data requires review of relevant factors
3 years of related experience; or an advanced degree without experience

Financial Sales Analyst Resume Examples & Samples

Review & Analyze sales data to sales plan to ensure targets are being met
Act as a liaison between marketing & sales teams
Report findings of sales analysis to CEO- Americas & SVP of Sales – Americas
Assist in preparing sales target plans
Assist Sales teams for the Americas with sales campaign, buying days and all local selling events as needed
Provide sales & marketing support as needed to the sales teams
Draw up and propose plans for achievement of sales targets and level of service
Ensure the application, in the regional market, of the guidelines and the policies, defined by the Head of Americas and/or CFO, inherent to the Sales and marketing activities for the relevant region
Attends trade shows and sales events as directed

Senior Sales Data / Financial Analyst Resume Examples & Samples

Complete complex financial analysis during the deal development process inclusive of AN and competitive volumes performing “What-If” scenarios and determine financial impacts based on share assumptions associated with contracting actions
Creation of Deal Summaries during the deal development process which outline all applicable details pertinent to the contract negotiation in a clear, concise and professional manner allowing senior management to efficiently and effectively align on a go-forward strategy. Details include, but not limited to: contracting and rebate history, sales trends, current situation, field sales force request, financial impact and Sr. Business Analyst recommendation
Assist sales teams to understand and utilize AN market leverage during contract negotiations
Create terms and conditions, price exhibits and any other documents for customer proposals
Monitor sales trends and market share results for executed agreements and calculate performance rebates
Demonstrate strong command and ownership of all systems and business processes
Lead cross-functional project teams
Search for process improvements and efficiencies for the Business Analyst role and the area. Assess non value-added tasks and make recommendations for change to leadership team

Financial Analyst, Worldwide Sales Resume Examples & Samples

Manage the Sales quarterly bookings to revenue conversion and backlog analysis
Partner with Revenue Accounting to understand any deferred revenue impacting the Revenue forecast, and present variances at quarterly forecast meetings
Consolidation and reporting of the worldwide forecast for bookings, revenue, operating expenses and headcount; as well as participation in the development of the annual operating plan
Preparation of monthly and quarterly financial reporting for WW Sales and Corporate FP&A
Partner with GEO Sales finance leads to understand department level budget vs actual variances
Provide financial reporting, business modeling, ad hoc analysis and decisions support for WW Sales leadership
Bachelor degree in Accounting, Finance, Business
A minimum 5 years of finance or accounting experience
Strong proficiency with Excel, Oracle Business Intelligence tools and Oracle Discoverer (preferred)
Working knowledge of GAAP (including accruals, and account reconciliations)
Strong communication and interpersonal skills, and ability to interact with all levels of the organization
Attention to detail and ability to work effectively in a high-paced environment
LI-AO1

Financial Sales Analyst Resume Examples & Samples

Work on various financial and sales operations tasks including management reporting, strategic planning, forecasting, financial modeling and analysis
Create new economic/financial computer models to evaluate business decisions
Assist in the corporate financial budgeting process and monthly financial forecasts
Provide accurate forecasting and planning information including risk and opportunity
Establish a robust end-to-end sales forecasting process including what-if scenarios
Provide business analysis, monitoring of opportunities and reporting on sales performance and trends
Develop and use metrics and tools to measure actual sales performance
Prepare financial schedules that explain current month performance
Develop sales modeling improvements in planning and forecasting
Assist with the preparation and distribution of monthly reports
Work with many diverse disciplines in organization to provide and request information
Collaborate with engineering, manufacturing, program management, and finance
Ability to present to all levels of the organization
Actively interact with senior management
Additional responsibilities include general administrative functions and other duties and responsibilities as assigned
Experience in sales analytics or finance in a sales/marketing operation
Proven ability to make logical assumptions, identify trends, consolidate external and internal information, draw conclusions from diverse information, and effectively benchmark results against appropriate baselines
Must possess solid organizational skills
Ability to build productive working relationships
Ability to work effectively both independently and as part of a team
Excellent verbal, written and formal presentation skills
Superior analytical, quantitative and problem-solving skills
Exceptional attention to detail and quality
A strong desire to be an active, long-term participant in our organizations growth
Ability to learn quickly, make an immediate impact, and provide value added
Make recommendations for process improvements
Must be able to leverage internal systems quickly and with minimal supervision
Efficiently assemble and manipulate large volumes of data accurately
Must have a strong knowledge of financial reporting and systems to proficiently pull required data from the appropriate sources
Knowledge of and experience with Deltek Costpoint and IBM Cognos a significant plus
Expert proficiency in the use of database or data manipulation tools a plus
5 - 10
A Bachelor’s degree or Master’s degree in Accounting or Finance from an accredited university 8+ years of relevant work experience in a government contracting environment. Must be a U.S. Citizen with the ability to obtain necessary security clearance as required by a government contractWant to create a job search agent? Send this job to a friend

Sales Financial Analyst Resume Examples & Samples

Compile and analyze financial information for assigned business unit; prepare periodic (monthly, quarterly, weekly) variance analysis explaining actual results and variances compared to prior period or plan. Communicate findings to Sr. Executive Management as appropriate
Extract financial data from various accounting and information systems such as spreadsheets, relational databases, statistical packages and graphic packages to assemble, manipulate, and format data and reports
Assist in the development of budgets, forecasts, pro-forma analysis and serve as finance liaison to functional managers
Advanced knowledge of Excel/PC spreadsheets
Strong analytical, planning and organization, decision making and leadership skills

Sales Financial Analyst Resume Examples & Samples

Bachelor’s degree in business administration, finance or accounting; AND zero to three (0-3) years of experience in financial analysis or equivalent analytical experience; OR equivalent combination of education and experience
The associate is regularly required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; and talk or hear
Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
The associate must occasionally lift and/or move up to 20 pounds
Working extended hours may be required as needed
Travel of up to 20% may be required

Senior Financial Analyst Inside Sales & Retention Resume Examples & Samples

Manage sales data for Transition Solutions, Personal Plan Relationship Center, and Member Solutions teams from both a CRM system and Group Retirement Solutions administration system
Complete annual budget and forecast cycles (working with Consumer Solutions Finance team) for 7 cost centers; plan for FTE new hires, analyze monthly expense reports, provide commentary on variances, provide accurate forecasts, etc
Work with team leads to calculate agent compensation on a quarterly basis; review compensation program and present recommended changes that increase motivation and drive sales
Analyze and develop ad hoc reporting based on requests and requirements from management and internal business partners. This will require that the reports being delivered meet or exceed customer expectations for accuracy, consistency, and timeliness
Bachelor degree in Finance or related field
5 years’ experience or more in a financial analysis/reporting role is preferred
Advanced knowledge of MS Excel, MS Access, and other financial reporting tools (e.g. Lawson, Cognos, Hyperion, etc.)
Understanding of Sales environment
Knowledge of analysis, forecasting, report building, and planning
Ability to work both independently and with other key stakeholders
Proactive mindset, constantly looking for ways to improve existing processes and streamline activities
Ability to work under tight deadlines and make timely decisions
Aptitude to accurately identify problems, assess business impact and suggest alternate courses of actions
Demonstrated ability to take initiative, work independently, and establish priorities

Senior Sales Financial Analyst Resume Examples & Samples

Be the “go-to” primary support mechanism for the sales organization for reporting, analysis, and counsel
Provide support for executive presentations and/or planning sessions
Develop and maintain key performance indicators for sales, ensuring the sales team understands what they are measured on and how to recognize improvements
Provide sales territory planning through enhanced analytics and execute sales target administration and quota setting across sales teams
Drive Sales Bonus compensation. Ensure compensation is calculated accurately and paid timely in compliance with documented sales compensation program
Lead the annual sales compensation definition. Partner with Philips Incentive Compensation, HM Accounting, Finance, and Human Resources to develop the annual sales incentive compensation program. Ensure compensation is paid in accordance with program policies and procedures
Manage the sales operating budget. This includes annual, quarterly & monthly expense planning & control, the creation of annual expense plans and spending variance analysis

Sales Controlling Analyst Financial Analyst Resume Examples & Samples

BS in Accounting / Finance
5-10 years accounting and/or financial analysis experience
Strong perceptual, analytical, organizational and communication skills
Experience with Hyperion, SAP preferred
Requires a broad knowledge of accounting practices and procedures
Excellent computer skills with the Microsoft Office products (Excel, Powerpoint, Word and Outlook)

VPD Sales Financial Analyst Resume Examples & Samples

Responsible for performing the day- to-day financial reporting and analysis for assigned functional areas
Responsible for month-end, quarter-end and year-end close
Preparation of Financial reporting requirement packages & dashboards and variance analysis
Handle Business Unit(s) queries and ensure timely response
Participate in improvement projects and ability to improve process efficiency and performance
Bachelors or Masters Degree or University Degree or equivalent in Economics
Have a solid knowledge of English (Written & Verbal)
Ability to adapt quickly and learn new tasks independently
Understanding of accounting processes, procedure and internal controls
Strong research and analysis skills
Must be detail-oriented and have good problem-solving skills

Financial Sales Commission Analyst Resume Examples & Samples

Plan and model commission expense in collaboration with Sales executives, Finance and Human resources
Gather data from multiple sources and develop models for analysis of various plan design options and review incentive payout calculations
Support implementation and ongoing administration of incentive plans and provide guidance and analysis to corporate and sales channel leadership
Forecast quarterly and annual commission/bonus program expense
Provide quota attainment reporting to sales management and sales agents
Conduct regular audits for plan compliance
BA/BS in finance, accounting or related discipline
5+ years’ experience supporting Sales in a finance or accounting role
Ability to create automated tools and/or models to enhance analysis in support of compensation program design and evaluation

Sales Rep Financial Analyst Resume Examples & Samples

Build strong connections with all stakeholders involved in the SR process and act as a focal point for finance related requests
Collect quarterly payment information for SRs and evaluate its completeness and alignment with the relevant contract
Responsible for tracking and analysis of all necessary data from SRs
Interaction with business partners and accounting team
Preparation of monthly reports for management
Carry out quarterly true up process on the relevant accruals
Monitoring of contracts conditions and approval flow
Support the data requests of the stakeholders involved in the process
Updating of SharePoint, managing of shared mailbox
1-2 years of experience in related field
English language skills, both oral and written required
Degree in Finance / Accounting, basic knowledge of accounting principles
Proficient in Excel, Word, and PowerPoint applications
Ability to handle complex and multiple tasks
Strong problem solving, interpersonal, and financial analysis skills
Ability to work independently and prioritize tasks
Experience with customer contracts is an advantage

Senior Financial Analyst Gp&r-brands & Sales Resume Examples & Samples

Planning and reporting all Month- / Quarter- / Year-End closing activities for all Sales channels, with particular focus on DTC
Standard reporting management and delivery – planning and implementing business requirements in a timely manner
Implement new deliverables for both internal and external Financial reporting, including a clear and logical presentation of financials for Sales area according to Senior Management requirements and service-level agreement
Collect and manage the demand for OVOTT project from key stakeholders in Brand & Sales Finance, and internal GP&R, ensure design and implementation of reports/dashboards which are meaningful to (business) users and serve the CLM coverage goal
Develop smart & flexible, state of the art MicroStrategy based senior management reporting dashboards and drive the implementation of those in close collaboration with Brand&Sales Finance and Corporate Solutions
Set-up new processes that drive world class financial reporting, including dashboard definition, presentation and maintenance, utilizing Microstrategy reporting tool at a professional level
Guide the Market Controllers in Greater China all Planning and Reporting processes by identifying, sharing and fostering best practices, and implementing sustainable conceptual and technical solutions applicable across the board, Full Market P&L responsibility
Work with Director Group Planning & Reporting on complex projects with impact on reporting landscape, deep impact on the finance reporting processes and cross-departmental finance organization (i.e. Big Data, IBP retail, integration of Franchise sell-out reporting, IPM)
Actively shares knowledge within the team and enable dedicated deputy to take over own tasks/responsibilities
Deep business understanding of operational processes and structures within adidas Sales Channels
Very good understanding of finance, in particular financial statements (P&L, Balance Sheet, Cash Flow)
Excellent understanding of financial reporting and dashboarding, ability to organize important information in a meaningful way
Taking initiative and result orientation
Ability to accept and meet deadlines, often balancing conflicting priorities
Very good analytical skills, managing big data from different sources (BI, GRAPE, SPOT etc)
Good understanding of Microstrategy, ability to create simple dashboards
Excellent command of English language (written and spoken)
University degree in Business Administration/Finance/Controlling or equivalent background in related fields
Experience in BI tools, SAP, Microstrategy
3 + years of work experience in a similar role

Senior Financial Analyst, FP&A Sales Resume Examples & Samples

Managing the Annual and Long-term Strategic Planning and Budget Process for the Commercial Sales organization
Building detailed financial models that track and analyze functional costs and their impact on the company's overall performance
Managing the Quarterly Rolling Forecast Process
Driving a Rolling Investment Prioritization Process - building flexible and dynamic project-based reporting to allow for maximum visibility to both short and long term strategic investment decisions
Conducting In-Quarter Puts & Takes Review sessions - ensuring that the organization can flex and react to short-term budget surpluses/deficits
Financial Analyses and Reporting - Use financial and business metrics to evaluate business performance, investment priorities and evaluate potential alternatives
Building deep business partner relationships across the organization
3-5 years of work experience in analytically demanding financial or strategic services role such as Management Consulting, Investment Banking, or Corporate Finance / FP&A at a top tier firm or Fortune 500
Four year university degree in accounting, finance, accounting or economics
Experience in supporting major functional areas with an organization, with subject matter expertise in accounting, financial analysis, headcount/resource management and business metric reporting
Strong financial and operational planning skills
Expertise in building financial and decision support models
Analytical, problem-solving, advanced business acumen mindset
Excellent communication skills (written and verbal). Experience developing and delivering presentations
Ability to influence at all levels of an organization
Proven process-improvement Track Record
Experience with financial systems- Hyperion, Oracle, Business Objects, Salesforce is a plus

Sales Financial Analyst Resume Examples & Samples

The analysis of actuals each month, quarterly forecasts, annual budgets and long term plans
Provide accurate and timely financial reporting of monthly results and key business drivers /metrics (Revenue & OpEx)
Business partnering alongside different arms of the business to help improve the overall performance of the business
Demonstrate the ability to take initiative, work with prescriptive guidelines, and prioritize time effectively (for themselves, and eventually – the team) to deliver accurate results in a timely manner
Perform ad-hoc financial analyses/reports and provide analytical support as needed
Serve as the Finance interface for Sales (month-end close, budget administration, accruals, etc.)
5 years of relevant experience and a Bachelor’s degree or
3 years of relevant experience and a Master’s degree or
Relevant experience and a PhD
Bachelor's Degree in Finance, Accounting, or Business Administration
5+ years of relevant experience, preferably in a financial analysis role
Systems Proficiency: Hyperion, Advanced Excel, PowerPoint
Strong analytical skills with ability to provide data-backed analysis
Hands-on experience with large amounts of data and ability to multi-task
Able to understand reporting requirement, envision output, and drive strong Able to understand business implication of team output – be a Good team player
"Self-starter" with the ability to self-motivate in a fast paced, deadline driven, environment

Financial Income Sales Analyst M Resume Examples & Samples

Handling pre-trade duties on behalf of sales,
SCOW preparation and capturing,
Maintaining Client Data in CRM tools,
BDR registration for new clients,
Ensuring efficient trade follow up,
Monitoring credit limits for clients,
Reviewing assignment requests via electronic platforms,
Helping in preparing presentations and trade ideas,
Maintaining and improving existing spreadsheets used by the desk,
Helping to create a smooth client take on process,
Collecting / analyzing flow information,
Assist Salespersons for back up when requested for trade execution under supervision of senior sales to deal with simple or minor quote requests,
Assist in collating orders in new issue transactions if required,
Answer the phone when the desk is busy, taking messages from clients, Assist in the booking of meetings