Financial Analyst, Sales Incentive and FP&A

SPX Cooling Technologies; Olathe (KS); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid time off

Job summary

SPX Cooling Technologies is seeking a Financial Analyst - Sales Incentive and FP&A to partner with the commercial team and support incentive plans, budgeting and performance metrics.

The role focuses on sales analytics, cost center reviews, and timely financial reporting to guide strategy and risk assessment. Hybrid schedule available after a 90‑day ramp, with opportunity to impact high‑visibility initiatives.

Qualifications

• 1-3 years of relevant experience in finance or FP&A.
• Experience with sales incentives, budgeting and forecasting is a plus.
• ERP and OneStream familiarity preferred.

Responsibilities

• Support internal sales targets and incentive calculations quarterly.
• Analyze cost center spend, budget variances and forecast updates.
• Develop reports for DSO, DPO and other metrics for leadership.
• Collaborate with FP&A, operations and sales to ensure data accuracy.

Skills

Analytical thinking

Financial acumen

Strong communication

Teamwork

Self-motivated

Education

Bachelor's degree in Business, Analytics, Finance, Accounting, or equivalent

Tools

ERP systems

OneStream

Microsoft Excel

Job description

Building the people that build the world.

With platforms in HVAC and Detection and Measurement, SPX Technologies builds innovative solutions that enable a safer, more efficient, sustainable world. Through our RiSE talent development framework, we Reach, Identify, Strengthen, and Engage our employees to support them in their continued development. We’re a global company of problem solvers, collaborators, and innovators, and our businesses build solutions that impact the world.

As part of HVAC Cooling, SPX Cooling Technologies is a leader in high quality industrial HVAC equipment used to cool large facilities like hospitals, data centers, and power plants. With cooling towers, fans, and refrigeration units, companies rely on brands like Marley, Recold, and SGS to provide comfort and mission critical and industrial cooling solutions.

How you will make an Impact (Job Summary)

SPX is a diverse team of unique individuals who all make an impact. The Financial Analyst - Sales Incentive and FP&A is responsible for supporting various analytical tasks across the finance and commercial organization. The incumbent will be a member of the Finance team but will serve as a primary business partner to the commercial organization by providing insightful sales analytics while also assisting in the administration of various incentive plans. This role will be responsible for facilitating the annual development of sales targets, setting objectives with sales team members and calculating payments quarterly against targets. This role will perform updates and analysis of cost center spend versus budget, develop bridges of actual vs forecasted spend, and play a key role in annual budget preparation. This role will provide updates of certain key financial metrics including DSO, DPO and others. This role will also help identify financial forecast risks, opportunities, and other financial impacts and communicate the impacts. The successful incumbent will be able to communicate a positive, consistent message of strategy and growth to all levels of the organization.

What you can expect in this role (Job Responsibilities)

While each day brings new opportunities at SPX, your core responsibilities will be:

Sales Incentives

• Internal Sales Incentive Program - Provide data and analysis to assist development of internal sales targets. Perform quarterly calculations of actual sales results against targets. Facilitate approval and payment of calculated incentive amounts. Review and update internal documents and tables to ensure proper calculation of incentive amounts.
• External Sales Commission Program - Perform monthly calculations of external commission amounts to sales representatives. Facilitate approval and payment of calculated commission amounts. Review and update internal documents and tables to ensure proper calculation of commission amounts.
• Rebates - Work with internal sales team to establish, review and update customer rebate programs. Calculate, facilitate approval and payment of annual rebate amounts.
• Other - Provide ad-hoc data analysis or other data requests. Review and update monthly accruals for internal and external sales incentives, customer rebates, bonus accruals, etc.

SG&A Cost Center Review and Analysis

• Monthly cost center reviews - Produce reports and conduct review of monthly cost center spend with department heads. Understand and document differences in actual vs budget spend.
• Quarterly cost center forecast updates - Work with management team to determine future cost center spend for forecasting purposes.
• Annual cost center budgeting - Responsible for updates, distribution and coordination of annual budget templates by cost center. Performs key analysis of initial budgets versus prior year and develops various summaries of future spend vs prior year spend.
• Other - Provide ad-hoc data analysis or other data requests.

Management Reporting

• Parts forecasting support - Work with the parts management team to develop monthly and quarterly forecasts of revenue and standard margin
• R&O and Flash reporting - Assist in developing and reporting Risk and Opportunity reporting and monthly Flash reporting.
• MBR support - Provide data and analysis to assist in the corporate Monthly Business Review process.
• Financial metrics and data analysis - Assist in updating and monitoring various financial metrics including Days Sales Outstanding (DSO) and Days Payable Outstanding (DPO) and other financial metrics.

CrossFunctional Collaboration

• Work closely with FP&A, operations, project teams, and leadership to ensure accurate financial data and provide ad hoc support to the team and department as needed

What we are looking for (Experience, Knowledge, Skills, Abilities, Education)

We each bring something to the table, and we are looking for someone who has:

Required Experience

• 1-3 years of relevant experience
• Sales, distribution, and marketing experience helpful
• Prior work experience with ERP business process flows preferred, specifically as they relate to cost, engineering, procurement, and manufacturing modules

Preferred Knowledge, Skills, and Abilities

• Proficient in Microsoft Office products
• Ability to create and efficiently manage large, complex Excel files and be able to automate retrievals from and uploads to other Excel files, ERP system and OneStream
• Aptitude for analyzing data to identify trends and root cause drivers
• Strong analytical, financial and business mindset
• Strong organizational, written, verbal, presentation and interpersonal skills
• Self-motivated and able to work with minimal direction to achieve results
• Strong teamwork skills
• Proactive learner
• Define problems, collect data, establish facts, draw valid conclusions, present recommendations
• Ability to effectively and efficiently communicate insights to end business consumers and executive teams
• Excellent oral and written communication skills to work with various department managers and teams across the organization
• Must be willing to learn how to present insights to executive management teams
• Creativity around data management and utilization (new data sources and/or new uses for old data)

Education & Certifications

• Bachelor's degree in Business, Analytics, Finance, Accounting, or equivalent required

Travel & Working Environment

• Primarily office-based role with standard business hours
• Ability to handle a high volume of work and multiple tasks in a fast-paced environment
• Hybrid schedule available after 90 days

How we live our culture

Our culture is at the center of what we do and, more importantly, who we are. Our core values set a standard for how we manage ourselves, and our Leadership Model sets the standard for how we engage with each other. Whether you are an individual contributor or you lead a large team, each of us leads at SPX.

What benefits do we offer?

We know that the well-being of our employees is integral. Our benefits include:

• Generous and flexible paid time off including paid personal time off, caregiver, parental, and volunteer leave
• Competitive health insurance plans and 401(k) match, with benefits starting day one
• Competitive and performance-based compensation packages and bonus plans
• Educational assistance, leadership development programs, and recognition programs

Our commitment to embrace diversity to build a culture of inclusion at SPX

We value different backgrounds, experiences, and voices at SPX, and we are committed to challenging ourselves, openly communicating, and striving to improve every day. We believe in creating an inclusive work environment where everyone has a voice and is encouraged to realize their fullest potential.

SPX is an affirmative action and equal opportunity employer committed to making selection decisions without regard to race, color, religion, sex, sexual orientation or identity, national origin, age, disability, veteran status, or any other legally protected basis.