Financial Analyst

Advertising Specialty Institute; United States; Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Paid maternity/paternity leave

Paid daycare for new parents

401(k) with company match

Paid holidays and PTO

Onsite amenities

Job summary

Advertising Specialty Institute (ASI) seeks a Financial Analyst to support financial reporting, analysis, and business performance across our Supplier and Distributor divisions. You will prepare monthly reports, analyze revenue, and track commissions and rebates to inform decisions.

The ideal candidate holds a Bachelor's in Finance or Accounting, 2–5 years in finance, and strong Excel skills; familiarity with SQL and Power BI is a plus.

Qualifications

• Bachelor's degree in Finance, Accounting or related field.
• 2–5 years in financial analysis or reporting.
• Strong analytical skills and numerical accuracy.
• Experience with large datasets and data validation.
• Proficiency in Excel; SQL/BI tools a plus.

Responsibilities

• Prepare and analyze monthly financial and operational reports.
• Perform revenue analysis; track trends and variances.
• Reconcile data for monthly listings and reports.
• Support month‑end close activities with accurate data.
• Compute commissions and track corporate rebates.
• Assist budgeting, forecasting, and ad hoc analyses.
• Collaborate with Finance, Sales and partners.

Skills

Advanced Excel

SQL

Power BI

Data analysis

Problem solving

Communication

Attention to detail

Team collaboration

Education

Bachelor's degree in Finance or Accounting

Tools

SQL

Power BI

Power Query

Power Automate

Copilot

Job description

ASI is the largest global provider of technology B2B services for the $27.7 billion promotional products industry (branding and marketing). With 25,000 clients in 53 countries, our mission is to inspire, inform, and empower our clients’ success every step of the way.

ASI currently has a hybrid work model. This position requires in-person attendance at our office in Trevose, PA, on Tuesdays and Wednesdays.

ASI is seeking a Financial Analyst to support financial reporting, analysis, and business performance monitoring across our Supplier and Distributor divisions. This position will be responsible for preparing and analyzing financial and operational reports, monitoring key business metrics, and providing insights to support informed business decisions.

Reporting to the Director of Finance & Reporting, the Financial Analyst will be a key member of ASI's Finance team, working closely with Finance, Sales, and other business partners to ensure accurate and timely reporting. This role requires strong analytical skills, attention to detail, and the ability to identify trends, explain variances, and support improvements in financial reporting processes.

Responsibilities:

• Prepare and analyze monthly financial and operational reports, including revenue, transaction activity, and key business performance metrics.
• Perform monthly revenue analysis, identifying trends and variances against budget, forecast, and prior-year results.
• Compile, reconcile, and validate data used in monthly listings and other recurring financial reports.
• Support month-end close activities by preparing reports, reconciling data, and ensuring accuracy and completeness of financial information.
• Calculate, reconcile, and validate monthly sales commissions for various sales teams, ensuring accuracy and adherence to established compensation plans.
• Calculate and track corporate contract rebates, ensuring accurate reporting and supporting documentation.
• Provide analytical support for budgeting, forecasting, and other financial planning activities.
• Complete ad hoc financial analyses and reporting requests to support management and business decision-making.

Requirements

• Bachelor's degree in Finance, Accounting, or a related field.
• 2–5 years of experience in financial analysis, financial reporting, accounting, or a related finance role.
• Strong analytical and problem-solving skills, with the ability to interpret financial data, identify trends, and explain variances.
• Experience working with large datasets, including data manipulation, reconciliation, and validation.
• Advanced Microsoft Excel skills, including pivot tables, lookups, formulas, and data analysis functions.
• Strong attention to detail and commitment to accuracy in financial reporting and calculations.
• Excellent organizational and time management skills, with the ability to manage multiple priorities and met deadlines.
• Strong communication and interpersonal skills, with the ability to collaborate effectively with Finance, Sales, and business partners at all levels.
• Ability to work independently, take ownership of assigned responsibilities, and proactively identify and resolve issues.
• Experience with SQL, Power Query, Power BI, Power Automate, or Microsoft Copilot is a plus.

ASI offers full-time employees a comprehensive benefits package including:

• Medical, Dental, and Vision coverage, available on day one of employment.
• Paid maternity and paternity/bonding leave (12 weeks paid for birthing/primary parent and 4 weeks paid for secondary parent) and a parent support group.
• 12 weeks of paid daycare for new parents (14 weeks at our onsite daycare center, Lots of Love).
• Free Health and Wellness programs.
• Free 24/7 access to Magellan Employee Assistance Program and Teladoc.
• Day one 401(k) with company match.
• Paid holidays, floating days, and paid time off (PTO).
• Office amenities with onsite café, Starbucks, 24/7 free gym access and classes, onsite daycare, EV charging stations, creative spaces such as our community garden club, music room, art room, and relaxation space.

Take this opportunity to join our successful team! EOE m/f/d/v. ASI is an equal opportunity employer, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or Veteran status. Diversity makes us better. Check out ASI’s Diversity and Inclusion Blog Posts.

Visit our company career web site at www.asicareers.com.