Senior Financial Analyst

Potter Global Technologies; Maryland Heights (MO); On-site; USD 90,000 - 120,000; Full time

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.

Skills

Advanced Excel

Financial modeling

Tableau/Power BI

Salesforce data analysis

SQL

Cross-functional partnering

Communication skills

Education

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or related field

Tools

Tableau

Power BI

Salesforce

SQL

Job description

Join Us as a Senior Financial Analyst at Potter Global TechnologiesAt Potter Global Technologies, we’ve been protecting lives around the world for over 125 years—and we’re just getting started. We’re a global leader in life safety solutions, committed to saving lives through innovative technology and trusted partnerships.Our vision is for our customers to know us globally as their innovative, easy-to-do-business-with, best-in-class life-safety product partner. And our mission? With a passion for creating safer environments worldwide, our mission is to provide our customers with a team of real people that connect them with reliable expertise in life safety applications.If you're inspired by purpose, energized by collaboration, and thrive in an environment of feedback, ownership, and experimentation—you’ll feel at home here.As a Senior Financial Analyst, Commercial Finance, you will be the analytical engine behind the growth of our Fire Safety business. Reporting to the Director of Financial Planning & Analysis and partnering daily with division sales leadership, key account and channel leads, and our field sales team, you will deliver the commercial insight our sales organization uses to find and act on opportunity.Our Fire Safety business is in a period of sustained growth, and the demands on our commercial analysis have grown with it. This role exists to take the next step, advancing from reporting that describes what has happened to analysis that shapes where we go next. You will build our commercial analytics toolbox: territory and project funnel performance, distributor and channel dynamics, customer segmentation, pricing and margin analysis, and market share and whitespace assessment. Just as importantly, you will design and automate the processes behind that work, keeping routine production lean so the majority of your time goes to new analysis rather than maintenance.This is a highly visible position with strong sponsorship from division leadership, and it offers an unusually complete view of a growing business. Apply now and help turn insight into growth.What You’ll DoDeliver actionable commercial analysis to our sales organization, including territory and project funnel performance, distributor and channel dynamics, and customer and product trendsDevelop new analysis that shapes strategic direction, such as customer segmentation with defined growth expectations, market share and whitespace assessment, territory product mix, and specification penetrationAnalyze price, volume, mix, customer, product, and channel dynamics to explain performance and identify growth opportunitiesEvaluate discount structures, price tier compliance, and gross margin trends by product, geography, and channel to support pricing and commercial strategyDesign and automate reporting processes so that routine production stays lean and the majority of your time goes to new analysisAdvance our recurring sales reporting in Tableau, evolving it from data extraction toward analytical views that support decisions directlyDefine and maintain consistent commercial metrics and KPI definitions so that the division works from a common set of numbersBuild and maintain analysis that spans Salesforce and our financial systems, ensuring outputs reconcile to authoritative sourcesPartner with our Business Intelligence and Salesforce teams to deploy analysis into production and to shape data structure and system capabilitiesWork directly with sales representatives and leaders to understand how they use information, and design analysis around that realityTrain and support the field on available reporting, staying close enough to the organization to know what is actually being usedEvaluate sales incentives, rebates, promotions, and other commercial programs against both financial return and the behavior they were designed to driveContribute orders and funnel-based analysis as an input to the divisional forecast, and supporting analysis for monthly divisional and executive business reviewsBuild business cases and scenario models for commercial investments and strategic initiativesTake on additional responsibilities as needed to support team goals and project milestonesWhat You BringExperience That Drives SuccessBachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field required4+ years of progressive experience in commercial finance, FP&A, sales finance, or sales analyticsDirect experience supporting a field sales organizationHands-on experience building recurring reporting or dashboards in Tableau, Power BI, or a comparable platform; depth of design skill matters less than the ability to build, publish, and iterate independentlyExperience analyzing Salesforce pipeline, opportunity, and account data is a plusManufacturing or distribution experience with both direct and channel-based sales models is a plusExperience with point-of-sale data, customer segmentation, geographic penetration analysis, or commercial program measurement is a plusSQL or data-preparation tooling is a plusExperience working with a private equity sponsor/owner is a plusKey Strengths & SkillsAbility to partner effectively across a sales organization—understanding what a sales leader or representative is actually trying to solve and turning it into analysis they will useAdvanced Excel and financial modeling skills, with comfort working across imperfect data from multiple sourcesTechnical aptitude with data structures and transformation logic, or the demonstrated ability to develop it quickly, along with an instinct for automating recurring workWorking knowledge of CRM and pipeline data and how commercial activity translates into financial resultsExcellent verbal and written communication skills with the ability to convey complex information clearlyProven ability to prioritize competing requests, push back where appropriate, and focus on the analysis that drives decisionsStrong business acumen and genuine curiosity about how the business growsAbility to act with integrity, professionalism, and confidentialityA bias for action and the ability to operate with urgency when neededDemonstrated ability to work independently in a results-oriented environmentOur CultureWe build strong relationships—with teammates, partners, and customersWe take pride in knowing every product we build serves the purpose of protecting livesWe listen actively, coach frequently, and own our resultsWe foster innovation, value curiosity, and believe that experimentation is part of growthWe create a welcoming and inclusive space where everyone belongsWe take ownership of our work—quality and safety are at the core of what we doBenefits That MatterEmployee Ownership Program – You’re not just an employee—you’re an owner. We share success together.Competitive health, dental, and vision plans401(k) with company matchGenerous paid time off and holidaysContinuous learning and development opportunitiesFinancial Wellness programs including complimentary Certified Financial Planner sessionsRecognition programs that celebrate individual and team winsA mission-driven team that supports life-saving outcomes, every dayLocationThis is a full-time position, on-site at our corporate office in Maryland Heights, MO. The expected schedule is 40 hours per week, Monday through Friday, but an occasional shift in hours may be necessary to accommodate project schedules.Ready to Apply?Ready to make a real impact? If you’re driven, curious, and excited to grow with a team that’s changing the world—and where you’re not just an employee but an owner—we want you on board!Join us, and let’s create safer environments together—making a global difference you’ll be proud to own.