Sr. Financial Analyst

Advertising Specialty Institute; Trevose (PA); Hybrid; USD 90,000 - 100,000; Full time

Benefits offered by this job

Medical, Dental, and Vision coverage

Paid maternity and paternity leave

Day one 401(k) with company match

Paid holidays and PTO

Onsite amenities

Job summary

Advertising Specialty Institute (ASI) seeks a Senior Financial Analyst to support FP&A for ASI Show and Print & Promo Marketing. The role covers budgeting, forecasting, profitability analysis, financial reporting, and event-related reporting.

You will partner with cross-functional teams to drive revenue optimization and operational performance while ensuring strong internal controls. The position offers hybrid work with in-person attendance on Tuesdays and Wednesdays at our Trevose, PA office.

Qualifications

• Bachelor's degree in finance, accounting, business administration, or related field.
• 4–7 years of FP&A, finance, accounting, or financial analysis experience.
• Experience as a finance business partner supporting operational or commercial units preferred.
• Strong analytical, forecasting, financial modeling, and problem-solving skills.
• Advanced Excel; ERP systems and financial reporting tools a plus.
• Experience with event-based revenue reporting and commission tracking preferred.
• Ability to present financial information clearly to non-financial stakeholders.

Responsibilities

• Lead annual budgeting for ASI Show and Print and Promo Marketing (PPM).
• Develop and manage monthly forecasts and variance analyses.
• Analyze actual results vs. budget and forecast, with actionable recommendations.
• Partner with Show and PPM leadership to drive financial performance.
• Model financials for new products, pricing initiatives, and events.
• Track commissions and coordinate with Accounting and Payroll.
• Support revenue recognition, accruals, and cost allocations.
• Improve internal controls and reporting processes.

Skills

Financial analysis

Forecasting

Budgeting

Management reporting

Financial modeling

Variance analysis

Business partnership

Problem solving

Multitasking

Attention to detail

Education

Bachelor's degree in Finance, Accounting, Business Administration, or related field

Tools

Excel

ERP systems

Power BI

Job description

ASI is the largest global provider of technology B2B services for the $27.7 billion promotional products industry (branding and marketing). With 25,000 clients in 53 countries, our mission is to inspire, inform, and empower our clients’ success every step of the way.

ASI currently has a hybrid work model. This position requires in-person attendance at our office on Tuesdays and Wednesdays.

ASI is seeking a Senior Financial Analyst to support the financial planning and analysis activities for ASI Show and Print and Promo Marketing (PPM). This role is responsible for budgeting, forecasting, profitability analysis, financial reporting, and business performance analysis. The Senior Financial Analyst will also oversee event-related financial reporting, including weekly revenue and registration reporting, commission tracking, and expense analysis.

Reporting to the Finance Manager, the Senior Financial Analyst serves as the primary finance business partner to ASI Show and Print and Promo Marketing (PPM). This role provides financial insights, strategic analysis, and actionable recommendations to support business decisions, revenue optimization, and operational performance. The Senior Financial Analyst collaborates closely with Finance, Accounting, Sales & Operations, and Executive Leadership to ensure financial accuracy, strong internal controls, and continuous process improvements.

The salary range for this position is $90,000–$100,000, based on experience, skills, and qualifications.

Responsibilities

• Manage the annual budgeting process for ASI Show and Print and Promo Marketing (PPM).
• Develop and manage monthly forecasts.
• Prepare and analyze actual financial results compared to budget, forecast, and prior-year performance.
• Develop comprehensive monthly variance analyses with clear explanations and actionable recommendations.
• Serve as the primary finance business partner to Show and PPM leadership, providing financial guidance and performance insights.
• Conduct financial analysis and modeling to support new products, pricing initiatives, and event-related investments.
• Identify financial risks and opportunities and recommend strategies to improve business performance.
• Review and enhance financial processes to improve efficiency, reporting accuracy, and internal controls.
• Complete and distribute weekly Show Bookings Reports for Show and PPM.
• Prepare and maintain Show attendee and registration reports, ensuring accuracy and reconciliation with internal systems.
• Calculate, validate, and report Show commissions in coordination with Accounting and Payroll.
• Lead Power Summit reporting, including revenue tracking, budget comparisons, and reconciliations.
• Monitor event and product revenue performance against budget and forecast, identifying trends, risks, and opportunities.
• Support revenue recognition, accruals, and reconciliation activities in partnership with Accounting.
• Ensure compliance with internal financial controls and reporting standards.

Profitability & Financial Management

• Develop and produce detailed product and event profitability reports.
• Analyze margin performance and cost drivers to support profitability improvement initiatives.
• Collaborate with Finance and Accounting on forecast updates, accruals, and cost center expense allocations and corrections.
• Support expense management and budget compliance across business units.
• Recommend cost optimization and operational efficiency improvements.
• Develop financial reporting tools and dashboards that improve business visibility and decision-making.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field required.
• 4–7 years of progressive experience in FP&A, finance, accounting, or financial analysis.
• Experience serving as a finance business partner supporting operational or commercial business units preferred.
• Strong analytical, forecasting, financial modeling, and problem-solving skills.
• Advanced proficiency in Microsoft Excel; experience with ERP systems and financial reporting tools preferred.
• Experience with event-based revenue reporting and commission tracking preferred.
• Ability to present financial information clearly and effectively to non-financial stakeholders.
• Strong organizational skills with attention to detail and the ability to manage multiple priorities in a deadline-driven environment.
• Demonstrated ability to work independently while building collaborative relationships across departments.

Benefits

ASI offers full-time employees a comprehensive benefits package including:

• Medical, Dental, and Vision coverage, available on day one of employment.
• Paid maternity and paternity/bonding leave (12 weeks paid for birthing/primary parent and 4 weeks paid for secondary parent) and a parent support group.
• 12 weeks of paid daycare for new parents (14 weeks at our onsite daycare center, Lots of Love).
• Free Health and Wellness programs.
• Free 24/7 access to Magellan Employee Assistance Program and Teladoc.
• Day one 401(k) with company match.
• Paid holidays, floating days, and paid time off (PTO).
• Office amenities with onsite café, Starbucks, 24/7 free gym access and classes, onsite daycare, EV charging stations, creative spaces such as our community garden club, music room, art room, and relaxation space.

EOE m/f/d/v. ASI is an equal opportunity employer, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or Veteran status. Diversity makes us better.