Job Purpose

This role supports Sales and Operations performance management by producing Business Review Meeting (BRM) reporting packages, developing business insights and story support for leadership reviews, improving reporting and planning processes through standardization and automation (SAP/BPC/Alteryx), and performing AR aging monitoring and dunning candidate identification as a second line of defense. The role partners closely with Sales, Operations, and Accounting to improve visibility to performance drivers and AR risk trends and to support timely corrective actions.

Key Accountabilities

• BRM Performance Reporting: Prepare recurring Business Review Meeting (BRM) reporting packages (KPIs, variance/trend analysis, and supporting exhibits). Validate data integrity, reconcile key variances to source data, and maintain standard definitions and templates.
• Business Insights & Story Support: Draft insights and narrative for BRMs and related leadership reviews, translating results into key drivers, implications, and action-oriented recommendations for manager review. Build leadership-ready slides and exhibits.
• Process Improvement & Automation: Identify opportunities to standardize and streamline recurring reporting and analytics processes; develop/maintain automation workflows (e.g., Alteryx) and improve templates and controls. Maintain process documentation and refresh routines.
• AR Monitoring (2nd Line of Defense): Monitor AR aging, delinquency trends, and movement analysis; provide routine dashboards and deep-dive analysis with Sales. Identify and provide a prioritized list of accounts requiring dunning follow-up based on defined criteria; coordinate with Accounting, which creates and sends the dunning letters.
• Planning Support: Support forecast and budget activities by consolidating inputs, maintaining BPC templates, preparing variance explanations, and supporting scenario comparisons under guidance for assigned areas.
• Role Evolution (as team grows): Support pricing analytics as capabilities mature (e.g., margin walk analysis and scenario comparisons) under manager guidance.

Qualifications, Experience, and Skills

Minimum Educational Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or related field (or equivalent relevant experience)

Minimum Experience:

• 1-3 years of experience in financial analysis, business reporting planning/forecasting support, analytics, or related Finance roles

Other Job-Specific Skills:

• Strong analytical skills: variance analysis, trend decomposition, KPI design, and data validation 
• Advanced Excel and PowerPoint
• Experience with ERP and planning/reporting tools: SAP and BPC preferred 
• Exposure to automation and data tools: Alteryx preferred (or strong willingness/ability to learn)
• Ability to translate analysis into clear insights and narratives for Sales/Operations audiences
• Strong organizational skills; ability to manage monthly cadence deadlines and multiple priorities

Job Dimensions

No. of Direct Reports: 0

No. of Indirect Reports: 0

Financial Dimensions: Supports key performance reporting and AR monitoring insights for assigned Sales/Operations areas (scoped defined by assignments)

Decisions Expected

• Identify and prioritize accounts receivable meeting established criteria for dunning follow-up and provide the list to Accounting for letter creation/sending
• Determine appropriate performance drivers for BRM variance explanations and draft the narrative and recommend actions for manager review
• Prioritize recurring reporting and ad hoc analysis workload to meet monthly cadence deadlines; escalate and escalate issues and risks early
• Proactive escalation when deadlines/expectations at risk

Working Conditions

Hybrid office environment with limited lifting or physical requirements; minimal travel expected; overtime as necessary to meet deadlines/due dates during peak monthly reporting/planning cycles and budget season.