Sales Operations & Financial Planning Lead

AAA Auto Club Enterprises; Costa Mesa (CA); On-site; USD 100,000 - 133,000; Full time

Benefits offered by this job

Health coverage

401K + Pension

Tuition assistance

Floating holidays

Parental leave

Wellness program

Discounts

Job summary

AAA Auto Club Enterprises is seeking a Senior Budget & Financial Analysis Supervisor to oversee the annual budget, monthly forecast, and planning processes across business lines. You will develop integrated plans, supervise analysts, and provide financial consulting for new opportunities.

You will prepare complex cost/benefit analyses and build significant financial models, presenting findings to executive management and ensuring data accuracy for upper management decisions.

Qualifications

• Bachelor's level education with 4–6 years of supervisory management experience.
• 2–4 years of Salesforce experience, especially with lead management and cadences.
• Experience with Genesys analytics, optimization, and integrations preferred.
• Financial analysis skills including proven ability to analyze and report large data sets.
• Advanced professional verbal and written communication skills.
• Proficiency in SQL, AWS, and Tableau visualizations.
• Strong organizational, time management, and multitasking abilities.
• Proven interpersonal skills in a team environment.
• Ability to delegate and oversee projects and assignments.
• Ability to explain complex technical concepts to non-technical audiences.
• Advanced presentation skills for executive interactions.

Responsibilities

• Supervise the organization’s planning process by developing integrated business plans for each line of business and tracking goals to senior management and the Board.
• Prepare and review management reports, updating current reports and documenting report preparation.
• Prepare and supervise the organization’s annual budget and monthly forecast.
• Monitor expenses and advise on resource allocation and realignment.
• Supervise and train Financial Analysts in analyses, budgets, forecasts and management reports.
• Provide financial consulting for new business opportunities, including cost containment and revenue opportunities.
• Prepare complex cost/benefit analyses and develop significant financial models for operating units.
• Set goals, track progress and evaluate performance of analysts.
• Handle routine monthly reports for executive management on statistics, products and business lines.

Skills

Leadership

Communication

Interpersonal skills

Time management

Delegation

Presentation

Cross-functional collaboration

Explain complex concepts

Education

Bachelors equivalent combination of education and experience

Tools

Salesforce

Genesys

SQL

AWS

Tableau

Job description

AAA Auto Club Enterprises is seeking a Senior Budget & Financial Analysis Supervisor to oversee the annual budget, monthly forecast, and planning processes across business lines. You will develop integrated plans, supervise analysts, and provide financial consulting for new opportunities.

You will prepare complex cost/benefit analyses and build significant financial models, presenting findings to executive management and ensuring data accuracy for upper management decisions.