Commercial Analyst

Breville | Sage; Torrance (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Breville | Sage in Torrance, CA seeks an analytical finance professional for the North America Commercial Finance team. You will analyze financial data, manage customer rebates, forecast, and support month-end close while partnering with Sales, Operations, AR and Accounting across regions.

The role requires strong Excel, financial modeling, and BI skills, plus a bachelor's degree in a related field. Experience with large datasets and clear communication are essential.

Qualifications

• Bachelor's degree in Accounting/Finance/Business or related field.
• Strong knowledge of core accounting concepts (debits/credits, P&L and balance sheet).
• Advanced Excel and financial modeling skills are required.
• Experience working with large datasets and BI/reporting tools.
• Excellent analytical and problem-solving abilities with attention to detail.
• Clear written and verbal communication skills.
• Ability to build cross-functional relationships and manage priorities.

Responsibilities

• Analyze financials and provide commercial insights to support decision-making.
• Manage customer rebates and marketing allowances; ensure accurate accruals and detailed reconciliations.
• Support budgeting, forecasting, and month-end close activities across regions.
• Prepare monthly management reports and investigate variances against budget and forecast.
• Collaborate with Sales, Operations, AR, and Accounting to optimize trading agreements and trade spend.

Skills

Advanced Excel

Financial modeling

BI / reporting tools

Analytical thinking

Communication skills

Accounting basics

Education

Bachelor's degree in Accounting/Finance/Business

Tools

ERP systems

Planning systems

Job description

ABOUT THE ROLE

We are looking for an analytical and commercially minded finance professional to join our North America Commercial Finance team. In this role, you will support business performance through financial analysis, customer rebate management, forecasting, month-end processes, and reporting - partnering closely with Sales, Operations, Accounts Receivable, and Accounting. Given our global footprint, flexibility to collaborate across regions and time zones is required.

KEY RESPONSIBILITIES

• Customer Rebates & Commercial Terms
• Manage customer rebates and allowances in company systems, ensuring accurate accruals, accounting (includes maintaining detailed reconciliations), and claims processing. Partner with Sales and Accounts Receivable to support the review and maintenance of customer trading agreements and to ensure appropriate accrual of marketing and promotional investments.
• Provide financial analysis and commercial insights to support decision-making. Analyze product, brand, category, and customer profitability; evaluate trade spend and promotional ROI; and identify business risks and opportunities.
• Support month-end close activities including accruals, reclasses, account reconciliations, and GL to reporting system data validation. Prepare monthly management reports, investigate variances against budget, forecast, and prior periods, and synthesize financial data across multiple business units.
• Budgeting & Forecasting
• Assist in annual budget and monthly forecast preparation. Manage high-volume data files loaded into planning systems, dollarize demand forecasts, and contribute to continuous improvement of forecasting and reporting processes.

MINIMUM QUALIFICATIONS

• Bachelor's degree in Accounting, Finance, Business, Economics, or related field
• Working knowledge of core accounting concepts (debits/credits, P&L and balance sheet relationship)
• Advanced Excel and financial modeling skills
• Experience working with large datasets and BI/reporting tools
• Strong analytical and problem-solving skills with high attention to detail
• Clear written and verbal communication skills
• Ability to build relationships and influence across business functions
• Self-motivated, with the ability to manage competing priorities in a fast-paced environment

PREFERRED QUALIFICATIONS

• Experience in consumer goods, wholesale distribution, or retail
• Familiarity with ERP systems and business intelligence tools
• Demonstrated ability to translate financial data into actionable insights
• Experience with AI tools (e.g., Claude, Copilot, ChatGPT)