Sales Operations Supervisor

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

This position provides budget, forecasting and financial analysis support and financial reports to the various operating units within the organization for management decision making. The position supervises preparation of cost/benefit analyses on various goals and objectives to assist in determining those projects that will benefit the organization and will require funding for budget purposes. The position also prepares more complicated cost/benefit analyses due to the experience level and knowledge and provides training and supervision to other staff in the Department. This position is responsible for the preparation of the organization's annual budget and monthly forecast, as well as supervises the organization's planning process. In addition, this position reviews and prepares various management reports for Executive Management associated with the various products and business lines.

Job Duties

• Supervise the organization’s planning process by developing (a) integrated business plans for each line of business, (b) goals and objectives, and (c) reports on the status of the goals to senior management and Board of Directors. Track benefits of goals after implementation and recommend corrective actions.
• Prepare and review various management reports, including updating current reports, creating new reports that are relevant to changing business needs and documenting how reports are prepared.
• Prepare and supervise preparation of the organization’s annual budget and monthly forecast.
• Monitor organization expenses and make recommendations on resource allocation and resource realignment.
• Supervise and train Financial Analysts in preparing analyses, budgets, forecasts and management reports
• Provide financial consulting services for new business opportunities, including cost containment and/or revenue opportunities.
• Prepare complex cost/benefit analyses and develop significant and/or complex financial models for various operating units.
• Set goals, track progress and prepare periodic performance reviews for financial analysts.
• Work performed can vary significantly, especially with regards to financial analyses and the complex nature of the budgeting process. Financial analyses can relate to anything that needs financial review for management decision making. The Supervisor, Budgets & Financial Analysis must be self‑sufficient and make decisions with little or no direction and must have knowledge of and understand the various business lines and operating units. In addition, the Supervisor Budgets & Financial Analysis must possess the experience and ability to develop an approach to preparing and reviewing a cost/benefit analysis or operating budget and ensuring data is accurate and presentable to upper management.
• Other tasks may be more routine, such as preparing and/or reviewing monthly reports for executive management on various statistics, products and business lines.

Qualifications

• Bachelors equivalent combination of education and experience
• 4-6 years progressively increasing response in supervisory management.
• 2-4 years experience with Salesforce, especially with lead management, sales cadences, and effective implementations
• Experience with Genesys, including use of analytics, optimization, and integrations preferred
• Financial analysis skills including proven ability to accurately compile, analyze, and provide reporting for large quantities of complex data required.
• Advanced professional verbal and written communication skills required.
• Proficiency in SQL, AWS, and visualization with Tableau preferred.
• General organizational and time management skills as well as the ability to multitask and meet project deadlines as set by executive management required.
• Proven interpersonal skills working in a team environment required.
• Ability to delegate and oversee projects and assignments to other employees.
• Advanced ability to express complex technical concepts in terms non‑technical people can understand required.
• Advanced presentation skills and the ability to interface with executive and senior management required.

Travel Requirements

• Occasional travel to off‑site business meetings or conferences. (5% proficiency)

The starting pay range for this position is:

$99,500.00 - $132,900.00

Additionally, for full time positions, you will be eligible to participate in our incentive program based upon the achievement of organization, team and personal performance.

Remarkable benefits

• Health coverage for medical, dental, vision
• 401(K) saving plans with company match AND Pension
• Tuition assistance
• Floating holidays and PTO for community volunteer programs
• Paid parental leave
• Wellness programs
• Employee discounts (membership, insurance, travel, entertainment, services and more!)

Auto Club Enterprises is the largest club within the national AAA federation. We have nearly 17,000 employees in 24 states helping more than 18 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity – we win. All of Us! With our national brand recognition, long‑standing reputation since 1900, and constantly growing membership, we are seeking career‑mindful, service‑driven professionals to join our team.

“Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.”

AAA is an Equal Opportunity Employer

Our organization participates in E-Verify

The Automobile Club of Southern California will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state, and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance (FCIHO), the Unincorporated Los Angeles County (ULAC) regulation, and the California Fair Chance Act (CFCA).