Job Description
Location
Remote
Category
Accounting/Finance
Position
Sales & Finance Analyst
Description
Roles: Sales & Finance Analyst
Department: Finance
Location: NYC, New York or Miami, Florida
Reports To: Director, Commercial Finance
FLSA Status: Exempt
Job Status: Full-time
Salary Range: $80,000 - $105,000
About the Role
We are seeking a detail-oriented and analytically driven Sales & Finance Analyst to support our finance and sales teams within a fast-paced, growing spirits organization. This role will be responsible for pulling, organizing, and maintaining key business datasets; managing and enhancing financial and sales performance models; and delivering actionable insights that help drive strategic decision-making.
This position is ideal for someone who is passionate about the intersection of analytics, finance, and commercial strategy, especially in the dynamic world of spirits and beverage alcohol.
Key Responsibilities
- Data Management & Reporting
- Pull, aggregate, and validate sales, financial, and operational data from internal systems, distributor portals, and syndicated sources (e.g., NABCA, VIP, Nielsen).
- Maintain and update recurring sales and financial dashboards, ensuring data accuracy and timely distribution.
- Build and refine automated reporting tools using Excel, Power BI, or other analytics platforms.
- Model Maintenance & Development
- Maintain and enhance forecasting, pricing, trade spend, and P&L models.
- Support scenario modeling for sales planning, pricing strategies, and new product launches.
- Track and reconcile budgets versus actuals across trade spend, marketing, and SG&A.
- Analysis & Insights
- Conduct deep-dive performance analyses by brand, SKU, market, and distributor.
- Evaluate sales trends, pricing impact, promotional effectiveness, and ROI.
- Prepare clear, compelling insights and recommendations for leadership and cross-functional teams.
- Cross-Functional Collaboration
- Partner closely with Sales, Marketing, Finance, and Operations teams to support business planning and performance tracking.
- Support distributor business reviews and internal performance meetings with data-backed insights.
- Serve as a subject-matter expert on the company's data sources and analytical tools.
Position Requirements
- Qualifications
- Bachelor's degree in Finance, Business, Economics, Data Analytics, or related field.
- 2-4 years of experience in financial analysis, sales analytics, or commercial operations (CPG or beverage alcohol experience strongly preferred).
- Advanced proficiency in Excel (index/match, lookups, pivot tables, macros preferred).
- Experience with BI tools (Power BI, Tableau) and comfort working with large datasets.
- Strong understanding of P&L components, forecasting, and financial modeling.
- Excellent analytical, problem-solving, and communication skills.
- Ability to manage multiple priorities in a fast-moving environment.
- Preferred Knowledge and Experience
- Experience with beverage-alcohol data sources (e.g., VIP, NABCA, IRI/Nielsen).
- Prior work with distributor networks or national account teams.
- Microsoft Power Query, SQL, or other data wrangling skills.
- A passion for data-driven decision making.
- Curiosity and a proactive mindset.
- Strong attention to detail and commitment to accuracy.
Ability to turn complex data into simple, actionable recommendations.
This position is currently accepting applications.
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