What are the responsibilities and job description for the Financial Analyst position at ALOIS Solutions?
Position Overview
We are seeking a Senior Financial Analyst – Sales & Marketing to support Sales & Marketing leadership through financial analysis, forecasting, reporting, and strategic business support. The ideal candidate will be a strong analytical professional who can work independently, manage competing priorities, and translate financial data into actionable business recommendations.
Manufacturing experience is preferred but not required.
Key Responsibilities
- Partner with Sales & Marketing teams and management to support business goals and profitable growth.
- Analyze sales forecasts, pricing, product mix, variances, margins, profitability, and Sales & Marketing costs.
- Lead the annual budgeting and quarterly forecasting processes.
- Develop and maintain financial reports and dashboards for internal and external stakeholders.
- Identify financial issues and proactively develop recommendations and solutions.
- Prepare financial analysis and business cases to support new opportunities and strategic decisions.
- Support the month-end financial close, including journal entries, account management, and balance-sheet reconciliations.
- Prepare post-close financial analysis, performance reports, and management commentary.
- Review and validate sales commissions and incentive payments.
- Support commission agreements and sales incentive plans.
- Assist with internal control reviews and ensure appropriate financial documentation is maintained.
- Perform ad hoc financial analysis and independently identify opportunities for process or business improvements.
Required Qualifications
- Bachelor's degree in Finance, Accounting, Business, or a related field.
- 5–7 years of progressive financial analysis experience.
- Strong experience with financial forecasting, budgeting, and profitability analysis.
- Experience with pricing, margin, variance, and sales analysis.
- Advanced Microsoft Excel skills.
- Strong analytical and quantitative abilities.
- Excellent organizational and time-management skills with the ability to prioritize competing demands.
- Ability to work independently with minimal supervision.
- Strong written and verbal communication skills.
- Ability to effectively partner with Sales, Marketing, Finance, and senior leadership.
Preferred Qualifications
- Manufacturing industry experience.
- Experience with SAP.
- Experience with Power BI, Prophix, and/or MicroStrategy.
- Experience supporting Sales & Marketing organizations in a financial business-partner capacity.