Sales & Finance Analyst
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.
Apply tot his job
Apply To this Job
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.
Apply tot his job
Apply To this Job