Financial Analyst

The Financial Analyst II – Sales & Business Intelligence is a forward-looking analytics role that transforms Icon Protection’s sales and financial data into the insight that drives strategic allocation of resources across the business. Building on a foundation of sales, rebate, and commission reporting, this position elevates the function beyond manual, recurring execution toward automated business intelligence, AI-enabled analysis, and executive-level performance reporting.

Reporting to the Finance Manager, the analyst retains ownership of core sales, rebate, and commission reporting while partnering across functional areas to develop self-service dashboards, key performance metrics, and forecasting models that support the reinstated Sales & Operations Planning (S&OP) process and Icon’s “Fueling the Flywheel” margin-improvement priorities.

• Design, build, and maintain automated dashboards and reporting in Qlik Sense to replace manual, spreadsheet-based reporting with scalable, self-service business intelligence
• Develop and document repeatable data pipelines and data models that connect ERP, pricing, and sales sources into trusted, single-source-of-truth reporting
• Serve as a subject-matter resource on business intelligence tooling, promoting adoption of dashboards among sales leaders and cross-functional stakeholders
• Continuously improve reporting accuracy, refresh cadence, and data governance to ensure decisions are made on real-time, reliable data
• Identify and deploy AI and automation solutions (e.g., generative AI, scripting, and workflow tools) to eliminate manual effort in reporting, reconciliation, and data preparation

• Partner with management to define, monitor, and report out on key performance indicators (KPIs) that measure business health and guide strategic allocation of resources
• Contribute to executive-level presentations on sales performance, margin, and financial outlook for the leadership team
• Assist in development of customer, channel, and product profitability reporting – including customer P&L views for strategic accounts, to identify growth, margin, and rationalization opportunities
• Manage monthly topline forecast and produce variance analysis between actual, forecast, and plan S&OP, Forecasting & Financial Modeling
• Support the reinstated Sales & Operations Planning (S&OP) process with demand, forecast, and capacity analytics that reconcile rep forecasts, sales initiatives, and new product forecasts against actuals
• Prepare sales forecasts, budgets, and financial models to guide decision-making and strategic planning
• Assess the financial impact of sales initiatives, promotions, and pricing strategies to optimize profitability and inform margin-improvement tools
• Partner with cross-functional teams to gather relevant data and insights for comprehensive, forward-looking financial analysis
• Own the monthly calculation of customer rebate accruals and payments, ensuring accuracy, proper documentation, and timely posting
• External reporting on rebates to customers and buying groups as required, including interfacing with customer portals
• Calculate commissions for internal territory managers and external manufacturing representatives on a monthly basis
• Prepare related journal entries, calculate accruals, and allocate expenses in close coordination with the accounting team during the month-end close process
• Progressively automate and add analytical depth to rebate and commission reporting; surfacing trend, profitability, and program-ROI insight
• New Customer Setup — Conduct new customer investigation and set up approved new customers and support existing customer account review and maintenance. This…