Financial Analyst II - Sales Channel Financial Analyst

WCL Group; Plano (TX); On-site; USD 43,000 - 62,000; Full time

Job summary

WCL Group in Plano, TX is seeking a Financial Analyst II to partner with the sales channel. You will build and maintain financial reports, forecast promotions, track investments, and analyze past promotions. Strong Excel and data modeling required; you will interact with account teams and headquarters.

This is a 6-month, onsite contract with potential extension or conversion to full-time. The role emphasizes detailed financial analysis, P&L understanding, and the ability to explain numbers

Qualifications

• 4+ years of experience with financial acumen and strong analytical skills.
• Advanced Excel skills and ability to build data models.
• Experience interpreting P&L and financial statements for business partners.

Responsibilities

• Create and maintain financial analysis reports for the ME team and its sales channel.
• Forecast and simulate sales and promotion activity; track investments.
• Analyze actual financial data and manage the investment tracker for the ME team and sales channel.
• Perform post-mortem analysis on promotions and support budgeting/forecasting.
• Communicate complex updates clearly to account teams and headquarters.
• Collaborate with sales to improve sell-out performance and drive actions.

Skills

Financial analysis

Data modeling

P&L management

Communication

Education

Bachelor's degree in finance or accounting

Tools

Excel

Job description

CLIENT HIGHLIGHT

The client you will be working for is a Top 20 Fortune Global 500 Consumer Electronics and Technology Company. This opportunity will give you experience in the technology sector in the United States with a company that is a globally recognized leader in smartphones, televisions, home appliances, and semiconductor innovation — and one of the most well-known brands in the world.

LOCATION Plano, Texas, 75023

COMPENSATION $38.00 per hour

SCHEDULE Monday-Friday Fully onsite

CONTRACT TERM 6-month contract with high likelihood of extension or conversion to full-time employee

POSITION OVERVIEW – Financial Analyst II - Sales Channel Financial Analyst

You’ll be the finance partner for a sales team and its channel. You’ll build and maintain financial reports, forecast and simulate sales and promotion activity, track investments, and look back at how past promotions performed. You’ll work closely with the sales team to push for better sell-out results, handle the team’s finance requests and ad hoc analysis, and explain complicated numbers in simple terms to account teams and headquarters. It’s a good fit for someone who is strong in Excel, comfortable with data models and P&L, and confident working with little direct supervision.

RESPONSIBILITIES

• Create and maintain financial analysis reports for the ME team and its sales channel
• Simulate and forecast various sales and promotion-related activities
• Analyze actual financial data, and create and manage the investment tracker for the ME team and sales channel
• Perform post-mortem analysis on promotions
• Support the development and execution of budgeting and forecasting activities
• Stay closely aware of sales activities, promotions in market, promotional performance, and costs
• Work closely with the sales team and hold sales counterparts accountable, engaging sales to drive improved sell-out performance; understand the numbers deeply and interpret sales results to drive actions and results
• Respond to all ME financial requests and perform ad hoc analysis as needed
• Act as the liaison between the ME team and the financial management team to support financial requests
• Communicate professional emails to the account team, SEA teams, and headquarters, and explain complex updates in a simplified way
• Communicate face to face with the account team, SEA teams, and RPM teams

REQUIRED QUALIFICATIONS/SKILLS

• Bachelor's degree from an accredited college or university required; advanced degree preferred
• 4+ years of experience, with financial acumen, highly analytical, and strong attention to detail
• Strong analytical and Excel skills (a must)
• High energy and the ability to learn quickly
• Able to work under varying work pressures and in a flexible, changing environment
• Strong desire to work in a highly collaborative environment
• Demonstrated oral and written communication skills for internal and external audiences at various levels
• Ability to collect and understand relevant market data and apply it to the financial plan
• Ability to plan, organize, and prioritize multiple assignments and projects
• Ability to work independently and in a team to meet goals and deadlines, and to develop tasks from loosely defined objectives

Preferred

• Ability to influence strategies and make decisions using a data-driven approach
• Ability to use a structured problem-solving approach in ambiguous situations
• Ability to synthesize complex business information and give professional business presentations
• Ability to build data models, scenario-based analysis, and other deep analytical approaches to solve business and sales problems
• Ability to accept tasks and solve problems when only broad, general guidelines exist
• Experience with AI tools such as Claude and Gemini

MUST HAVE

• Financial analysis
• Data modeling
• P&L management