About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Position summary

Location: Lexington, KY (on-site)
Employment type: Full-time
Compensation: $75,000 - $100,000 per year (range provided by our client)

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What You’ll Do

This role supports the Sales Finance team by delivering timely, accurate sales and financial reporting and entry-level financial analysis to inform pricing, promotions, and sales decisions. Key responsibilities include:

• Prepare and maintain recurring sales and financial reports, including monthly and quarterly reporting packages for sales leadership.
• Support analysis of customer profitability, pricing activity, promotions, and dealer incentives using established tools and templates.
• Provide POS and other sales reporting to help identify trends, risks, and variances.
• Assist with monthly financial close by analyzing results versus budget, forecast, and prior year under guidance from senior team members.
• Support forecast and budget cycles by compiling data, updating models, and documenting assumptions.
• Assist in evaluating dealer, product, and pricing requests using standardized financial models.
• Respond to routine ad hoc reporting and data requests in a timely and accurate manner.
• Proactively seek opportunities to improve standard reporting and drive action.
• Perform other duties as assigned.

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What You’ll Need (Qualifications)

• Bachelor’s degree in finance, economics, accounting, or related field.
• 1–3 years of related experience; early-career candidates with strong analytical aptitude welcome.
• Strong Microsoft Excel skills; Power BI experience is desirable.
• Proven experience with financial modeling, analysis, forecasting, and budgeting methods and tools.
• Solid understanding of P&L, balance sheet, and cash flow fundamentals from the bottom up.
• Strong written and verbal communication and presentation skills.
• Collaborative, curious mindset and desire to learn and develop.
• Attention to detail and ability to deliver accurate work under deadlines.

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Preferred / Nice-to-have

• Prior exposure to sales finance, retail or dealer/distributor reporting, or POS analytics.
• Familiarity with SQL, data visualization best practices, or enterprise ERP reporting.
• Experience working with cross-functional stakeholders (sales, ops, commercial teams).

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Compensation & Benefits

• Pay Range: $75,000 - $100,000 per year (range provided by our client).
• Benefits (selected): generous paid time off, competitive medical and dental plans, company-paid disability and life insurance, retirement plan options, and employee purchase discounts.
• Specific benefits and eligibility are determined by the hiring organization and may vary by location.

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Why join (from a recruiter’s perspective)

This is a strong opportunity for an early-career finance professional to build commercial finance skills in sales performance, pricing, and forecasting. You’ll work closely with sales leadership and senior finance partners, gain exposure to end-to-end P&L analysis, and develop practical modeling and reporting experience.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.