Senior Commercial FP&A Analyst – Growth & Insights

Potter Global Technologies

Maryland Heights (MO)

On-site

USD 90,000 - 120,000

Full time

12 days ago

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Benefits offered by this job

Employee ownership

401(k) with company match

Health/dental/vision

Generous PTO

Learning opportunities

Job summary

Potter Global Technologies is seeking a Senior Financial Analyst, Commercial Finance, to drive analytical insights that shape growth for our Fire Safety business. You will partner with sales leadership, run territory and channel analyses, and automate reporting to free time for strategic exploration.

The role emphasizes dashboards, customer segmentation, pricing and margin analyses, and integration with Salesforce and our financial systems.

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or related field.
4+ years in commercial finance, FP&A, sales finance, or sales analytics.
Experience supporting a field sales organization.
Hands-on experience building recurring reporting or dashboards in Tableau/Power BI.
Experience analyzing Salesforce pipeline, opportunity, and account data is a plus.
Manufacturing or distribution experience with direct and channel sales is a plus.
Experience with POS data, customer segmentation, or program measurement is a plus.
SQL or data-prep tooling is a plus.

Responsibilities

Deliver actionable commercial analysis to the sales organization across territory, funnel, channel dynamics, and product trends.
Develop new analyses for customer segmentation, market share, whitespace, territory product mix, and penetration.
Analyze price, volume, mix, and channel dynamics to explain performance and growth opportunities.
Evaluate discount structures, price tier compliance, and margin trends to support pricing strategy.
Design and automate reporting processes to keep focus on new analysis.
Advance recurring sales reporting in Tableau, moving toward decision-support visuals.
Define consistent commercial metrics and KPI definitions for the division.
Build analyses spanning Salesforce and financial systems; ensure alignment with sources.
Collaborate with BI and Salesforce teams to productionize analyses and data structures.
Engage with sales leaders to tailor analyses to actual needs and usage.
Evaluate incentives, rebates, and promotions for financial impact and behavioral effects.
Contribute to funnel analyses for divisional forecast and monthly reviews.
Develop business cases and scenario models for investments and initiatives.