What are the responsibilities and job description for the Senior Financial Analyst position at Truity Partners?
Senior Financial Analyst (43108)
Our client is an organization in the Milwaukee area that is looking for a Senior Financial Analyst. Our client is looking for someone with 2 years of experience, strong attention to detail, and an inquisitive mindset. This company offers high visibility, a great work/life balance, and competitive benefits. This position is hybrid.
The salary for this position is $100K–$125K.
The Senior Financial Analyst will be responsible for, but not limited to, the following:
RESPONSIBILITIES
- Administer monthly, quarterly, and annual incentive compensation calculations for sales, service, and administrative employees, ensuring accuracy and compliance with approved plan documents.
- Collect, validate, and analyze performance data from CRM, ERP, service management, and financial systems to support compensation calculations and reporting.
- Develop recurring and ad hoc reports, dashboards, variance analyses, and executive reporting to monitor compensation trends, business performance, and payout results.
- Support incentive compensation plan design, modeling, implementation, KPI changes, and financial analysis to evaluate plan effectiveness and recommend enhancements.
- Partner with Sales, Service, HR, Payroll, and Finance to coordinate compensation processing, communicate results, explain calculations, and resolve inquiries or disputes.
- Identify process improvement opportunities, automate manual compensation processes, maintain documentation, support audits, and ensure confidentiality of compensation information.
The Senior Financial Analyst will possess the following:
EXPERIENCE REQUIRED
- Bachelor’s Degree in Finance, Accounting, Business, Economics, Mathematics, Information Systems, or a related field.
- 2 years of experience in sales compensation, financial analysis, sales operations, business analytics, or a related field.
- Advanced Microsoft Excel skills, including Pivot Tables, Power Query, complex formulas, and data validation.
- Experience analyzing large datasets with strong analytical, problem-solving, organizational, and communication skills.
- Ability to manage multiple priorities while meeting deadlines; experience with sales or field service compensation programs, ERP systems, business intelligence tools, SQL, or data querying preferred.
Equal Opportunity Employer
The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.
Salary : $100,000 - $125,000