Financial Analyst II - Sales Channel Financial Analyst

Wet Coast Logistics; Plano (TX); On-site; USD 43,000 - 62,000; Full time

Job summary

WCL Group is seeking a Financial Analyst II - Sales Channel in Plano, TX. You will partner with the sales team to build financial reports, forecast promotions, and track investments, leveraging strong Excel and data modeling skills to explain numbers to headquarters and account teams.

This 6-month, fully onsite contract offers potential extension or full-time conversion and requires a high-energy, detail-oriented analyst who can work independently and collaboratively to improve sell-out

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• 4+ years of experience with financial acumen and analytics.
• Advanced Excel and data modeling experience.
• Strong communication of complex financial data to non-financial audiences.

Responsibilities

• Create and maintain financial reports for the ME team and its sales channel.
• Forecast sales and promotion activities.
• Manage the investment tracker for ME team and sales channel; post-mortem analyses on promotions.
• Support budgeting and forecasting activities and respond to ad hoc analyses.
• Collaborate with the sales team to improve sell-out performance and drive actions.
• Explain updates to account teams and HQ in a clear, concise manner.
• Act as liaison between ME team and finance management to support requests.

Skills

Financial analysis

Data modeling

P&L management

Excel skills

Analytical thinking

Communication

Education

Bachelor's degree

Advanced degree

Tools

Claude AI

Gemini AI

Job description

CLIENT HIGHLIGHTThe 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.LOCATIONPlano, Texas, 75023COMPENSATION$38.00 per hourSCHEDULEMonday-FridayFully onsiteCONTRACT TERM6-month contract with high likelihood of extension or conversion to full-time employeePOSITION OVERVIEW – Financial Analyst II - Sales Channel Financial AnalystYou'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 teamsREQUIRED 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 objectivesPreferred• 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 GeminiMUST HAVE• Financial analysis• Data modeling• P&L management