Senior Financial Analyst – FP&A, Sales & Marketing

Location: Worcester, MA 01606
Pay Rate: $44.00/hour
Work Arrangement: Hybrid – 3 days onsite per week, with additional onsite time as needed for training
Schedule: Monday–Friday, approximately 9:00 AM–5:00 PM, with some flexibility
Hours: 40 hours per week

Position Overview

We are seeking an experienced Senior Financial Analyst to provide financial planning, analysis, reporting, and business support for Sales & Marketing operations.

This position will serve as a financial business partner to sales leadership and senior management, providing actionable insights into sales forecasts, pricing, profitability, margins, operating performance, and business growth opportunities.

The ideal candidate is a highly analytical, self-motivated finance professional who can manage competing priorities, work independently, and deliver accurate financial reporting and recommendations.

This position is a temporary assignment covering a permanent employee's leave of absence. The organization is looking to hire quickly, ideally before the employee begins leave in early November, to allow time for training and knowledge transfer.

Key Responsibilities

Financial Planning & Analysis

• Develop and analyze sales forecasts, pricing trends, product mix, margins, and profitability.

• Provide financial analysis to support sales and marketing strategies and business decisions.

• Prepare and lead annual budgeting and quarterly forecasting activities.

• Analyze financial and operational performance against budgets and forecasts.

• Identify trends, variances, risks, and opportunities that impact profitability.

• Prepare financial models and business cases to evaluate proposed initiatives.

• Provide recommendations to improve financial performance and support profitable growth.

• Partner with sales leadership and management to communicate financial results and business insights.

Financial Reporting & Business Support

• Develop and maintain financial reports, dashboards, and analytical tools.

• Prepare accurate financial data and performance reports for internal stakeholders.

• Analyze sales volumes, pricing, product mix, margins, and sales and marketing expenses.

• Utilize Excel and business intelligence tools to interpret financial and operational data.

• Present findings and recommendations to management.

• Conduct ad hoc financial analyses and support special projects.

• Identify reporting improvements and opportunities to streamline financial processes.

Month-End Close & Accounting Support

• Support and manage assigned month-end financial close activities.

• Prepare and review journal entries, account activity, and balance sheet reconciliations.

• Develop post-close financial analysis and performance commentary.

• Ensure financial information is accurate, complete, and delivered on time.

• Coordinate with accounting and finance teams to resolve reporting discrepancies.

Sales Incentives & Commission Management

• Review and validate sales commission and incentive calculations.

• Support the administration and financial oversight of sales incentive programs.

• Review commission agreements and incentive plans.

• Ensure commission-related financial information is accurate and properly documented.

Internal Controls & Process Improvement

• Support internal control reviews and compliance-related financial reporting.

• Maintain accurate documentation of financial processes and analyses.

• Identify opportunities to improve financial reporting, controls, and business processes.

• Independently investigate financial issues and recommend solutions.

Required Qualifications

• 5–7 years of progressive financial analysis experience.

• Strong experience in financial planning and analysis (FP&A).

• Demonstrated experience with:

  • Financial forecasting

  • Pricing analysis

  • Profitability and margin analysis

  • Budgeting and financial reporting

  • Financial modeling and variance analysis

• Advanced Microsoft Excel skills, including the ability to analyze and manipulate complex financial data.

• Strong analytical and quantitative skills.

• Ability to quickly learn and navigate multiple financial systems and reporting platforms.

• Ability to prioritize competing demands and meet strict deadlines.

• Highly motivated self-starter capable of working independently with minimal supervision.

• Strong organizational and problem-solving skills.

• Excellent written and verbal communication skills.

• Ability to communicate financial information to both finance and non-finance stakeholders.

• Ability to work effectively with sales teams, management, and cross-functional business partners.

Preferred Qualifications

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

• Previous financial analysis experience within a manufacturing environment.

• Experience supporting Sales & Marketing finance or commercial finance.

• Experience working within a large, global, or matrixed organization.

• Familiarity with month-end close, financial reconciliations, and sales commission programs