Financial Analyst II - Sales Incentive & Marketing Expense Analyst

WCL Group; Plano (TX); On-site; USD 42,000 - 60,000; Full time

Job summary

The WCL Group is seeking a Financial Analyst II - Sales Incentive & Marketing Expense Analyst in Plano, TX. You will run the money side of the display division's sales and marketing programs, track weekly sales against incentive targets, and manage the marketing expense process with the product marketing team.

Ideal candidates are strong in Excel, comfortable with large data sets, and meticulous with details.

Qualifications

• Bachelor's degree in Accounting, Finance, or Mathematics with 2–5 years of relevant experience.
• Advanced Excel skills.
• Strong analytical skills with attention to detail and accuracy.
• Accurate and timely analysis working with large, multi-variable data sets.
• Strong verbal and written communication skills.

Responsibilities

• Sales Incentive (VIR) Program management and acting as the point of contact for the Display Product Marketing team.
• Analyze weekly sell-through to identify incentive targets and provide weekly updates to the sales team as PDF attachments.
• Create a weekly dashboard report on the incentive program.
• Marketing Expense Program management and liaison for the Display Product Marketing team.
• Coordinate and create MDF campaigns, plan proposals, and payment requests per policy.
• Create a weekly dashboard report on the marketing expense program.
• Reseller Spiff Program: validate serial numbers and process spiff claims; monthly report on claims vs. sell-through.
• Hold monthly calls with the agency handling spiff promotions and assist with forecast uploads and ad hoc requests.

Skills

Advanced Excel

Analytical skills

Communication

Time management

Multitasking

Education

Bachelor's degree in Accounting, Finance, or Mathematics

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

$37.00 per hour

SCHEDULE

Monday-Friday, 40 hours

CONTRACT TERM

1 year contract with high likelihood of extension or conversion to full-time employee

POSITION OVERVIEW

Financial Analyst II - Sales Incentive & Marketing Expense Analyst You'll run the money side of the display division's sales and marketing programs. You'll track weekly sales against incentive targets and send updates to the sales team, manage the marketing expense process, and process and check reseller spiff claims. You'll build weekly and monthly dashboards and reports, serve as the main contact for the product marketing team, and help with forecast uploads and other requests. It's a good fit for someone who is strong in Excel, comfortable with large data sets, and keeps careful track of details.

RESPONSIBILITIES

• Sales Incentive (VIR) Program
• Manage the Display Division's sales incentive programs and act as the point of contact for the Display Product Marketing team
• Analyze the weekly sell-through report to identify sales target status for incentive programs, and send weekly updates to the sales team as PDF attachments
• Create a weekly dashboard report on the incentive program
• Marketing Expense Program
• Manage the Display Division's marketing expense process and act as the point of contact for the Display Product Marketing team
• Coordinate and create MDF campaigns, plan proposals, and payment requests in accordance with company policy
• Create a weekly dashboard report on the marketing expense program
• Reseller Spiff Program
• Validate serial numbers and process spiff claims
• Create a monthly report on spiff claims versus sell-through
• Hold a monthly call with the agency that administers the spiff promotions
• Other
• Assist with Current Month Forecast (CMF) system upload processes
• Assist with ad hoc requests and various operational activities

REQUIRED QUALIFICATIONS/SKILLS

• Bachelor's degree in Accounting, Finance, or Mathematics, with 2–5 years of relevant experience
• Advanced Excel skills
• Strong analytical skills with attention to detail and accuracy
• Accurate and timely analysis working with large, multi-variable data sets
• Strong verbal and written communication skills
• Ability to handle multiple requests and re-prioritization in a fast-paced environment
• Ability to work independently and manage one's time

MUST HAVE

• Bachelor's degree in Accounting, Finance, or Mathematics with 2–5 years of relevant experience
• Advanced Excel skills
• Analysis of large, multi-variable data sets with strong attention to detail
• Ability to handle multiple requests and re-prioritization in a fast-paced environment