What are the responsibilities and job description for the Senior Financial Analyst position at Segway?
Job Summary:
The Sr. Financial Analyst is responsible for supporting the VP of Sales and senior leadership by delivering financial insights that inform revenue growth and business strategies. This role is responsible for developing and managing sales and marketing financial models, designing and maintaining pricing structures, and overseeing daily pricing and promotional programs in alignment with financial goals. The Sr. Financial Analyst will track, analyze, and report on sales performance metrics, prepare monthly financial presentations, and collaborate with cross-functional teams to streamline workflows and identify automation opportunities. This position requires strong financial and analytical expertise, excellent communication skills, and the ability to translate complex data into clear, actionable recommendations that drive business performance.
General Job Duties and Responsibilities:
- Develop and manage sales and marketing financial models to provide insights into customer pricing, volume, and mix, supporting revenue growth strategies.
- Assist the Sales VP in developing and implementing sales strategies, initiatives, and promotions that align with financial goals.
- Design and manage pricing models, including value-based pricing, and oversee the daily pricing process and ERP pricing records.
- Track, analyze, and report on daily and monthly sales performance metrics; identify trends and recommend improvements to senior leadership.
- Prepare monthly financial reports and presentations, including budget-to-actual and forecast-to-actual analysis of revenue, promotions, expenses, risks, and opportunities.
- Manage sales promotions and co-op marketing processes while ensuring compliance with internal controls for credit memos and account reconciliations.
- Collaborate with cross-functional teams (sales, finance, marketing, IT, etc.) to identify and implement workflow automation and process improvements.
- Review and evaluate complex financial accounting processes, systems, and procedures to ensure efficiency and compliance with accounting principles and auditing standards.
- Analyze system design alternatives and recommend improvements to financial and accounting systems, processes, and internal controls.
- Collaborate with relevant departments to gather input on system needs, resolve platform-related issues, and support the maintenance of accounting information systems.
- Provide comprehensive evaluations, proposals, and presentations to executive leadership and stakeholders to support strategic system and process enhancements.
- Perform other related duties as assigned by management.
Supervisory Responsibilities:
- This job has no supervisory responsibilities.
Qualifications:
- Minimum 5 years of relevant of progressive financial analysis, sales finance, or commercial finance experience, preferably in a e-mobility, retail, powersports, or consumer products industries .
- Bachelor’s degree in Accounting, Finance, or related field required, or one to two years of related experience and/or training, or equivalent combination of education and experience.
- Strong analytical and modeling skills with expertise in pricing, forecasting, and performance tracking.
- Proficient in Microsoft Excel and PowerPoint; experience with Power BI strongly preferred.
- Familiarity with ERP systems required; SAP experience highly desirable.
- Excellent communication and presentation skills with a demonstrated ability to distill complex financial data into clear, actionable insights.
- Proven ability to lead cross-functional projects and influence decision-making at all organizational levels.
- Detail-oriented, organized, and adaptable to a fast-paced, evolving work environment.
- Thorough understanding of generally accepted accounting principles (GAAP).
- Thorough understanding of generally accepted auditing standards.
- Thorough understanding of methods of systems analysis and the principles, design, and procedural methods used in computer and database development.
- Thorough understanding of project management.
- Bilingual in English and Mandarin is a plus.
Physical Demands:
This role is primarily sedentary and requires prolonged periods of sitting at a desk and working on a computer. It involves frequent use of standard office equipment, including computers, phones, and printers. The role may occasionally require lifting objects up to 25 pounds. Candidates should be able to work in a fast-paced environment with occasional extended hours to meet critical deadlines. Limited travel may be required to support business meetings, project implementation, or cross-functional collaboration. Specific vision abilities required for this job include close vision, color vision, and the ability to adjust focus.
EEO Statement:
Segway Inc. is committed to providing Equal Opportunity in Employment to all applicants and employees regardless of race, color, religion, gender, age, national origin, military status, veteran status, handicap, physical or mental disability, sexual orientation, gender identity, genetic information, or any other characteristic protected by law.