Financial Analyst, Sales Finance
The Financial Analyst in Sales Finance at Confidential Client is responsible for preparing sales and financial reports, performing entry-level financial analysis, and supporting sales-related planning and forecasting. This role provides critical insights into sales performance, pricing, and customer profitability, ideal for early-career professionals seeking to develop foundational finance and business partnering skills in a dynamic environment.
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.
What You’ll Do
- 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 the 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.
- Evaluate dealer, product, and pricing requests using standardized financial models.
- Respond to routine ad hoc reporting and data requests in a timely, accurate manner.
- Identify opportunities to improve standard reporting and help drive action.
- Perform other duties as assigned.
What You’ll Need (Qualifications)
- Bachelor’s degree in finance, economics, accounting, or related field.
- 1–3 years of relevant experience in finance, sales finance, or analytics.
- Advanced Microsoft Excel skills; Power BI experience is desirable.
- Experience with financial modeling, forecasting, and budgeting methodologies.
- Solid understanding of P&L, Balance Sheet, and Cash Flow fundamentals from the bottom up.
- Strong written and verbal communication and presentation skills.
- Analytical curiosity, attention to detail, and a collaborative (challenger) mindset.
- Motivation to learn and grow in a fast-paced sales finance environment.
Benefits & Compensation
- Base pay range: $75,000 — $100,000 per year (listed by our client).
- Competitive medical, dental, and other wellness programs.
- Generous paid time off.
- Disability and life insurance (company-paid options).
- Retirement plan options.
- Employee purchase discounts and other perks.
Why This Role
This early-career Sales Finance / Financial Analyst role is ideal for analytically curious candidates who want to build foundational finance skills while partnering with sales leaders. You’ll gain hands-on experience with sales reporting, pricing and promotions analysis, forecasting, and financial modeling that will accelerate your finance career.
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.
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