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Financial Analyst II - Sales & Marketing Expense Analyst
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-11-01
Listing for:
WCL Group
Full Time
position Listed on 2026-11-01
Job specializations:
-
Business
Financial Analyst
Job Description & How to Apply Below
LOCATION Plano, Texas, 75023
COMPENSATION $37.00 per hourSCHEDULEMonday-Friday, 40 hours
Onsite CONTRACT TERM1 year contract with high likelihood of extension or conversion to full-time employee POSITION OVERVIEW
- Financial Analyst II
- Sales Incentive & Marketing Expense Analyst You'll run the money side of the display division's sales and marketing programs. You'll track weekly sales against incentive targets and send updates to the sales team, manage the marketing expense process, and process and check reseller spiff claims. You'll build weekly and monthly dashboards and reports, serve as the main contact for the product marketing team, and help with forecast uploads and other requests.
It's a good fit for someone who is strong in Excel, comfortable with large data sets, and keeps careful track of details.
RESPONSIBILITIES Sales Incentive (VIR) Program
• Manage the Display Division's sales incentive programs and act as the point of contact for the Display Product Marketing team
• Analyze the weekly sell-through report to identify sales target status for incentive programs, and send weekly updates to the sales team as PDF attachments
• Create a weekly dashboard report on the incentive program
Marketing Expense Program
• Manage the Display Division's marketing expense process and act as the point of contact for the Display Product Marketing team
• Coordinate and create MDF campaigns, plan proposals, and payment requests in accordance with company policy
• Create a weekly dashboard report on the marketing expense program
Reseller Spiff Program
• Validate serial numbers and process spiff claims
• Create a monthly report on spiff claims versus sell-through
• Hold a monthly call with the agency that administers the spiff promotions Other
• Assist with Current Month Forecast (CMF) system upload processes
• Assist with ad hoc requests and various operational activities REQUIRED QUALIFICATIONS/SKILLS
• Bachelor's degree in Accounting, Finance, or Mathematics, with 2–5 years of relevant experience
• Advanced Excel skills
• Strong analytical skills with attention to detail and accuracy
• Accurate and timely analysis working with large, multi-variable data sets
• Strong verbal and written communication skills
• Ability to handle multiple requests and re-prioritization in a fast-paced environment
• Ability to work independently and manage one's timeMUST HAVE
• Bachelor's degree in Accounting, Finance, or Mathematics with 2–5 years of relevant experience
• Advanced Excel skills
• Analysis of large, multi-variable data sets with strong attention to detail
• Ability to handle multiple requests and re-prioritization in a fast-paced environment
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