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Financial Analyst
Financial AnalystAston Carter • Santa Ana, CA, US
Financial Analyst

Financial Analyst

Aston Carter • Santa Ana, CA, US
1 day ago
Job type
  • Full-time
Job description

Financial Analyst

We are seeking a detail-oriented and analytical Financial Analyst to join our team. This role involves overseeing sales incentive structures, maintaining customer pricing, and providing executive-level reporting. You will use a variety of tools and collaborate with cross-functional teams to ensure data-driven decision-making.

Responsibilities

  • Oversee and update sales incentive structures within internal ERP platforms, ensuring accurate accruals and timely payouts.
  • Monitor and analyze sales volume and revenue trends to inform accrual adjustments.
  • Leverage tools such as SQL (SSMS), SAP SAC, and Excel to generate customized reports and support data-driven decision-making.
  • Collaborate with the Sales team to validate incentive eligibility and resolve discrepancies.
  • Deliver regular and ad hoc performance reports to sales leadership and field teams.
  • Process and reconcile credit memos, ensuring compliance with internal approval workflows and SAP documentation.
  • Maintain and update customer pricing structures across all sales divisions, ensuring alignment with divisional approval protocols.
  • Coordinate the implementation of annual pricing programs and one-time pricing requests.
  • Maintain a comprehensive database of pricing agreements, amendments, and approvals.
  • Provide executive-level reporting on pricing and incentive program performance.
  • Contribute to the development of improved data management and reporting practices within the team.
  • Ensure all activities align with company policies and operational standards.

Essential Skills

  • Strong written and verbal communication abilities.
  • Exceptional attention to detail and organizational skills.
  • Analytical mindset with the ability to interpret complex data sets.
  • Proven ability to meet deadlines in a fast-paced environment.
  • Proficiency in Excel - Pivot tables, VLOOKUP, manipulation of large data sets etc.
  • Additional Skills & Qualifications

  • Minimum of one year of experience in an accounting or finance related role
  • Bachelor's degree in accounting, finance, or a related field.
  • Pay and Benefits

    The pay range for this position is $30.00 - $30.00 / hr.

    Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following :

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off / Leave (PTO, Vacation or Sick Leave)
  • Workplace Type

    This is a hybrid position in Santa Ana, CA.

    Application Deadline

    This position is anticipated to close on Oct 24, 2025.

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    Financial Analyst • Santa Ana, CA, US

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