Financial Sales Analyst Resume Sample
Alisa Smith
19509 Boris Land,
New York,
NY
+1 (555) 679 3187
Work Experience
Senior Financial Analyst Gp&r-brands & Sales
08/2016
-
PRESENT
Chicago, IL
- Monthly results versus budget, forecast providing clear insight to variances, year over year analysis, trend data
- Profitability analysis – customer, product group, channel
- Trend analysis – customer, product group
- CPC tracking and analysis
- Monthly analysis of discretionary expense accounts
- Conceptualize and build centralized tools (including dashboards) that the Sales and Marketing team can use to extract data/insights for daily business management in an automated manner
- Build out a best practice forecasting process for both a top down and bottoms up approach on a weekly and monthly basis
- Interface with Sales and Marketing team to understand data and reporting needs and identify solutions based on current and future needs
- Own the data for Sales weekly, monthly, and quarterly reporting as required and support any ad hoc data needs
Sales Financial Analyst
01/2013
-
04/2016
New York, NY
- Work cross-functionally with key stakeholders to build operating scale and achieve growth and profitability targets
- Review and update sales information for S&OP and provide input at regular meetings
- Track record in managing large datasets and the ability to tackle complex issues using financial models and quantitative analysis
- Attention to detail and accuracy; Capable of managing multiple tasks while adhering to firm deadlines; Proactively partner with key stakeholders to drive forecast decisions
- Turn data into actionable insights; Create innovative solution to solve problems
- Provide visibility to the financial impact of opportunities and risks arising during the quarter and ensure they are incorporated into Corporate FP&A’s EPS forecast
- Analyze and interpret data for assigned business unit; ensure financial information has been recorded accurately including month-end entries into general journal accounts as needed
Sales Rep Financial Analyst
10/2008
-
10/2012
Los Angeles, CA
- Record, classify, and summarize financial transactions and events in accordance with generally accepted accounting principals
- Apply working knowledge of applicable laws and regulations; verify documents for completeness ensuring data integrity before presentation of findings
- Perform ad hoc analysis and provide recommendations for process improvements within the work area to management resulting in increase revenue and/or reduction of expense
- Reporting & report automation
- Preparation, maintenance, and ownership of dashboards and reporting
- Develop expertise in all data models and tools used to access them
- Participate in the preparation, analysis, and assembly of the periodic Results presentations
- Partner with the business to drive results
- Act as a leader representing the Analytics team throughout the organization for all projects under your purview
Education
California State University, San Bernardino - Palm Desert Campus
2004 - 2008
Bachelor's Degree in Finance
Professional Skills
- Strong organization skills in order to effectively handle several concurrent projects and priorities
- Advanced skills in Microsoft Excel; Intermediate skills in Microsoft Access
- Excellent communication skills: oral, written and presentation to various levels within the organization
- Strong system skills (MS Access/Excel – manipulate complex/raw data)
- Detail oriented, self-directed and motivated with strong oral and written communication skills
- Superior PowerPoint and Excel financial modeling skills
- Sales analysis experience, or related forecast/planning experience
How to write Financial Sales Analyst Resume
Financial Sales Analyst role is responsible for reporting, software, excel, manufacturing, finance, credit, training, security, compensation, analysis.
To write great resume for financial sales analyst job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Sales Analyst Resume
The section contact information is important in your financial sales analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Financial Sales Analyst Resume
The section work experience is an essential part of your financial sales analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous financial sales analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial sales analyst position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Sales Analyst resume experience can include:
- Solid communication, presentation, and relationship-building skills
- Exceptional skills with MS Applications: Excel, Word, Powerpoint, Access, and Outlook
- Experience working for or with sales, business consulting, or marketing organizations
- Experience using at least one data mining tool like BusinessObjects (BO), SAS, or SPSS
- Experience in financial planning and analysis or sales analytics role
- Experience manipulating complex and large data sets (ability to learn SQL is necessary)
Education on a Financial Sales Analyst Resume
Make sure to make education a priority on your financial sales analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial sales analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Financial Sales Analyst Resume
When listing skills on your financial sales analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical financial sales analyst skills:
- Demonstrated ability to work collaboratively across different functions and effectively influence business partners
- Capable of communicating effectively with cohorts and customers
- Decision making capability; makes good decisions based on the situation. Can articulate own decision based on analysis, experience and sound judgment
- Accounting knowledge with experience in journal entry and balance sheet reconciliations
- Experience supporting Sales in a finance or accounting role
- Three or more years’ experience in an analytics role with heavy focus on pricing and sales performance
List of Typical Experience For a Financial Sales Analyst Resume
1
Experience For Sales Financial Analyst Resume
- Progressively responsible experience in a similar role (Operations, Sales, or Finance)
- Seven (7) years’ experience in Sales or Financial Analysis OR
- Prioritize and organize work to achieve goals and meet expectations
- Partnering with key stakeholders across the organization to drive sales and profit
- Assist in annual sales budgeting process including monthly product line projections
2
Experience For Senior Financial Analyst Gp&r-brands & Sales Resume
- Evaluates potential prescriber opportunities to support business development by identifying the largest prescribers by therapeutic area
- Perform representative performance tracking in terms of linearity, product mix, open pipeline, or out-quarter pipeline coverage
- Perform pipeline analysis in terms of mix, aging, quality, etc
- Provide planning support for managers (historical performance data for segments and representatives)
- Provide and consistently update account level forecasts to Sales and Demand Planning departments
- Conduct special research studies and partner with other departments in preparing analyses
- Business Acumen (including financials)
3
Experience For Sales Rep Financial Analyst Resume
- Develop and maintain the Deal Margin Calculator
- Run analysis on orders and sales actuals vs target
- Manage the commissions process (from policies updates to the calculation of commissions itself)
- Acting as a Finance Business Partner for the Sales Director in analyzing the costs of the Sales & Marketing Business Unit, compiling the monthly variance report as well as forecasting and budgeting for the BU
- Work with CRM Product Owner to identify system improvements
- BA in Economics or similar
- Oracle knowledge (i.e. Smartview, PBCS) for sales and financial analysis activities
- Assists Sales Management in generating and interpreting reports for the purpose of acquiring new business and calculating profitability and impact of sales team
4
Experience For Senior Financial Analyst, FP&A Sales Resume
- Recommends Sales Team resource optimization to maximize growth
- Estimates size of the prize for new prescriber offices and payer contracts
- Develops customer analytics by therapeutic area
- Generates periodic geographic reviews to determine territory re-alignment
- Generates ad-hoc analysis reports as needed
- Trend data and communicate findings
5
Experience For Financial Income Sales Analyst M Resume
- Benchmark customer performance relative to the industry
- Measure success of contractual service level agreements
- Create annual customer performance reviews
- Provide ad-hoc support to the sales force and customers directly
- Interact and collaborate with team member’s daily
- Present data and findings clearly and concisely
6
Experience For VPD Sales Financial Analyst Resume
- Manage difficult projects with limited supervision
- Familiarity with a business intelligence platform like SSRS Report Builder and Tableau
- Executive Reporting including: Board of Directors, Executive Committee, Sales LT Offsite, OEM updates, Sales Quarterly Review and various other executive-level meetings
- Provide ad hoc support of Finance and Sales initiatives
- Work independently with distributed resources and contacts
- Define, track and report on business drivers for Business Development and Innovation sales teams
7
Experience For Financial Sales Commission Analyst Resume
- Partner with Business Intelligence to create and maintain daily, weekly, monthly dashboards for senior management and key stakeholders
- Create analyses to help teams drive labor and workflow efficiencies
- Support analyses for monthly executive KPI reviews
- Provide historical analyses on P&L and present actionable findings/insights
- Support sales and financial teams on projects and ad hoc analyses
- B.A., preferably in Finance, Economics or related fields
- Intermediate user of SQL
- Intermediate user of Tableau
8
Experience For Senior Sales Financial Analyst Resume
- Create meaningful presentations and analyses that tell a story focused on insights, not just data
- Review and countersign revenue contracts and insertion orders
- Maintain the policies and procedures around the contract review and signature process
- Personable, approachable as we interface with various stakeholders throughout the organization
- Execute quarterly incentive payouts utilizing various cross-functional inputs including HR Information, Shipment data, Point-of-Sales (POS) customer data, payout schedule, and exceptions criteria
- Utilize SAP/BW reporting to calculate incentive results by sales representatives
9
Experience For Sales Controlling Analyst Financial Analyst Resume
- Work with field sales, finance, and HR to identify business requirements
- Obtain incentive payout schedules and implement the incentive plan strategy
- Facilitate the distribution of incentive calculations and approvals across sales leadership team
- Daily business-to-business eCommerce tool – related tasks include, soliciting feedback from end-users, researching issues, developing system enhancements, completing user acceptance testing, and leading training sessions
- Monthly/quarterly/annual closing activities (Balance sheet and P&L reconciliation + PY reversal & releases)
- Management of customer benefits budgets and claims
10
Experience For Sales / Financial Analyst Resume
- Analysis of customer profitability
- Analysis of customer promotional budgets
- Support in Customer Credit Limit control
- Internal & External Audit/Sox
- Prepare weekly forecast reports for individual sales teams and the region
- Perform segment quarterly business reports (QBRs) for the enterprise, channels, offerings, etc
- Identify statistical trends to support forecast (close rates, linearity, early renewal trends, etc.)
- Familiarity with enterprise-class customer relationship management (CRM) tools like Salesforce.com (SFDC)
- Solid spreadsheet skills with proven experience managing large data sets, conducting time series analysis, and building financial models with sensitivity analysis
List of Typical Skills For a Financial Sales Analyst Resume
1
Skills For Sales Financial Analyst Resume
- Experience in Sales Operations or FP&A, preferably in the software industry (SaaS experience is even better)
- Five or more years’ experience in an analytics role with heavy focus on pricing and sales performance
- Experience supporting a multi-national software company in a sales operations or finance capacity
- Experience working with complex, matrixed organizations and multi-system environments
- Strong proficiencies in financial data modeling and business intelligence: Excel, PowerPoint, CRM, Business Objects, Qlikview, and Tableau
2
Skills For Senior Financial Analyst Gp&r-brands & Sales Resume
- Experience in retail, ecommerce, omnichannel or wholesale merchandise planning & allocations required
- Some commercial understanding of a consumer goods company
- Build and maintain excellent working relationships throughout the organization
- Consolidate and manage daily, weekly, monthly business reporting for all product lines and functional teams
- Use models and analytics to identify trends and influence business partners, and drive effective decision making as well as forecast deferred revenue
- Preferably 2-3 years of experience in a finance function. Some exposure to a commercial environment (retail or FMCG) would be advantageous
3
Skills For Sales Rep Financial Analyst Resume
- Experience with PowerPoint, SFDC, Excel, Access, Business Objects, Qlikview and Tableau
- Strong knowledge of CRMs tools
- Conducts opportunity analyses for payer contracts for sales team to help prioritization of lead opportunities
- Demonstrates confidence in recommendations made
- Demonstrates eagerness to learn and grow within the company
- Organized, detail-oriented, and strong focus on accuracy
- Develop strong collaborative relationships with key stakeholders in Sales, Finance and across the company
4
Skills For Senior Financial Analyst, FP&A Sales Resume
- Ensuring data integrity for accurate reporting of orders and sales
- Willing to collaborate with others
- Willing to travel once per quarter
- Support the Sales and Marketing Operations Team with setting goals/KPIs for the business as well as key planning and operational asks
- Passion for supporting a sales finance and for understanding the sales process
- Results oriented; ability to apply sound commercial reasoning and logical thinking
- Assist with the compilation of RFIs working closely with Sales & Marketing, Finance and Legal
- Assists with monthly forecasting and setting new drug targets
5
Skills For Financial Income Sales Analyst M Resume
- Manage budget and forecasting processes for revenue and operating expense
- Design and implement reporting tools for business partners, including system improvements
- Provide ad-hoc reporting and problem solving as it relates to account assignments, sales calculations, and Point-of-Sales (POS) customer data
- Customer Benefits forecasting and reporting
- Provide quota setting support and change tracking and communication with representative managers and the Global Business Delivery (GBD) team
- Previous banking or similar industry knowledge
- Passion for sales finance; understanding the sales process and related data
- Prepare timely month end, quarter end, and year-end financial reporting
- Implement new reporting metrics
6
Skills For VPD Sales Financial Analyst Resume
- Thorough knowledge of accounting theory, practices, principles, and regulations
- Strength working independently and as a team member
- Design, maintain and enhance orders and sales reporting and analytics (i.e. “Book-to-ship” analysis of orders)
- Create comprehensive dashboards and metrics that support strategic sales and marketing decisions
- Collect and analyze data to evaluate the sales impact driven by the company’s marketing campaigns
- Analyzes monthly financial statements, metrics and operating expenses
- Creates and presents financial training for new hires within Sales Team
- Compile and analyze data pertaining to sales performance
- Possess knowledge and understanding of contractual/service level commitments
7
Skills For Financial Sales Commission Analyst Resume
- Provide pricing recommendations used for proposals or RFPs
- Forecast financial impacts related to pricing changes
- Perform research on factors impacting the salvage industry and customer performance
- Build reports and queries using SSRS report builder and Tableau
- Capable of presenting findings to senior leadership and customers
8
Skills For Senior Sales Financial Analyst Resume
- Responsible for the Worldwide Sales expense and capital budgeting
- Assist with Sales Incentive Plan administration and reporting
- Responsible for GAAP compliance for sales activities such as sales rebate programs, MFC agreements & price masking activities
- Competent in using Salesforce and its workflows
- Work closely with sales, corporate finance, accounting, FPA and legal teams to evaluate and administer deal terms and economics
- Help provide business recommendations by highlighting strategic rationale, key drivers and risks
- Work closely with Accounting to help provide needed data for monthly and quarterly financial closes
9
Skills For Sales Controlling Analyst Financial Analyst Resume
- Streamline processes and increase bandwidth within the Sales Finance team through automation and outsourcing
- Detail-oriented while working across a wide variety of projects
- Able to work in a fast-paced environment and handle many competing requests
- Support the customer re-alignment process – assigning accounts to sales representatives
- Advanced competency in Microsoft Office – Excel, Word, PowerPoint
- Possess a demonstrable grasp of company, mobile (i.e., device and carrier markets), web and media market
- Financial acumen; knowledge of various financial management areas such as financial statement analysis, business law, resource deployment, financial modeling, productivity and profitability analysis. Understanding of ABC policies, philosophy, goals and objectives in order to affect financial oversight in protecting the company's assets
- Excellent analytical ability; able to interpret data to develop recommendations and communicate opportunities and priorities; can spot trends, issues or opportunities based on analysis
- Accounting (Accounts Payable, Accounts Receivable focus)
10
Skills For Sales / Financial Analyst Resume
- Is attentive to detail; takes prides in providing precise and accurate analysis in a concise and easily understood manner
- Collaborator; is a respectful and inclusive team member who works well with others. Seizes opportunities to work collaboratively to achieve shared goals. A cooperative individual who shares information and helps others
- Customer focus; holds self-accountable for meeting expectations and requirements of customers; actively incorporates customer feedback into practices; makes customer central to thinking and challenges others to do same
- Integrity and trust; is widely trusted; is seen as a direct, truthful individual; can present the unvarnished truth in an appropriate and helpful manner; keeps confidences; admits mistakes; doesn’t misrepresent him/herself for personal gain; upholds the highest standards for ethical and compliant behavior
- Microsoft Office (Outlook, Word, Excel, PowerPoint, etc.); Web proficiency
- Analyze data to identify patterns, gaps and inconsistencies
- Amiable, professional who enjoys daily interaction with peers and client groups; natural ability to form professional relationships with all levels and departments within the company
List of Typical Responsibilities For a Financial Sales Analyst Resume
1
Responsibilities For Sales Financial Analyst Resume
- Communicate complex system and process issues in simple and understandable terms; ability to use this knowledge to deliver analysis to support strategic decisions
- Responsible for the completion of various Sales Finance reports (not limited to) US Marketing Report and Top 200 Reporting
- Work as part of a dynamic team while demonstrating flexibility and a desire to make things happen
- Complete required internal and external client financial reports on an ongoing and regular basis
- Monthly accounts payable processing for Sales Canada (Xerox, SPS, internal payable etc)
- Back up the Sales Financial Analyst with product pricing for specific client accounts run through MPower
- Assist the Sales Controller with the annual and mid-year Sales Business Planning
- Other Ad-Hoc reporting as required
2
Responsibilities For Senior Financial Analyst Gp&r-brands & Sales Resume
- Preparation of the monthly rebate estimates for Sales Canada
- Assist the Sales Controller with the 3 year sales plan
- High energy, positive attitude and ability to work in a team environment
- Provide operational, analytical, and administrative support to the Sales team
- Compile actual versus target sales reports
3
Responsibilities For Sales Rep Financial Analyst Resume
- Analyze business opportunities and research industry and company trends
- Compile and analyze retailer sell-thru data
- Provides ad hoc analysis and reports as required
- Customer Turnover management
- Know SAP, MS Office (Excel)
- Assist in preparation of monthly forecasts and analyze trends in sales, revenue general business conditions and other related areas
- Recommend business improvements in execution and assist with implementation of procedures to improve efficiencies, accurately report results and increase company profits
4
Responsibilities For Senior Financial Analyst, FP&A Sales Resume
- Ad hoc and monthly reporting
- Highly analytical with attention to detail and natural curiosity
- Self-motivated and has the ability to multi-task with a “can do” attitude
- Optional: knowledgeable with SAP ECC, HANA
- High proficiency with Microsoft Office, specifically Excel and PowerPoint
- Able to work overtime and/or extended hours as required
5
Responsibilities For Financial Income Sales Analyst M Resume
- Use computer and/or telephone for extended periods
- Build top-down and bottom-up forecasts
- Engage and educate business leaders about financial results and trends
- Facilitate ad-hoc analysis as requested by the business
- Fluent English and preferably knowledge of French
- Prepare reports on time and accurately
- Along with a generous Compensation Package, the company offers an excellent Benefits Package, including Medical, Dental, Vision, Life Insurance and a Flexible Spending Account
- Advanced knowledge of Excel / PC spreadsheets
- Measure buyer behavior
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