Summary:

The Sales Finance/Accounting Support person is the point person for the Sale Function regarding budgeting and general and administrative expenses. Duties are varied and may include but are not limited to budget review, variance analysis, trending analysis for G&A expenses, performance analysis for special programs/projects, significant project management assistance to achieve Sales department’s initiatives. Central to this role is the ability to identify and make recommendations on cost savings measures internal and external. This position is a fast-paced goal oriented environment with numerous deadlines and tasks that must be effectively prioritized then accurately and efficiently completed according to strict timelines and target dates. All sales activities and reporting are to be compliantly conducted in accordance with both CMS and the company in order to attain growth targets year over year.

Responsibilities:

• This individual will work primarily with the Director of Sales Administration and will interact regularly with Senior Management team; managing responsibilities for various analytical and quantitative assignments and special projects.
• Intensive quantitative analysis, particularly in areas of department-wide financial modeling, budget to actual variance analysis, and other special projects.
• Providing preparation and support for Senior Management team members.
• Participating in other ad hoc projects as assigned by Director of Sales Administration.
• Front End Review/Approval of Invoices.
• Added control point to reduce entries made to incorrect BCTR/Segment/LOB/Market/Project
• Increasing accountability of personnel submitting expenses by pushing back unauthorized/unbudgeted expenses
• Reporting Consolidated Numbers to Finance.
• Annual – Developing Budget, and modifying as deemed necessary
• Quarterly – proactively managing reforecasts (0+12, 3+9, 6+6, and 9+12)
• Reporting to Individual Sales BCTRs.
• Overseeing entries made to each BCTR
• Developing/Managing weekly/monthly variance reporting
• Determining whether job postings are budgeted or not
• Approving job postings and work with BCTR owner to make modifications to the budget where need be
• Disseminating weekly report of actuals hitting each BCTR
• Translating business needs into technical specifications for Designing and implementing processes based on complex business rules defined by Sales management team.

 

Required Skills

• Demonstrates ability to identify risks and articulate complex risk management solutions to non-risk management professionals, as it relates to  businesses
• Excellent financial modeling skills
• Acute attention to detail
• Strong work ethic
• Ability to work independently and thrive in a less-structured, entrepreneurial environment
• Ability to work effectively and communicate with senior members of management team
• Effective business acumen in written and verbal communication
• High level of intellectual curiosity with ability to independently initiate projects in a self-directed environment
• Priority setting, problem solving and drive for results.
• Demonstrates agility to perform multiple projects while completing daily and weekly workload requirements.
• High level of energy, excellent interpersonal skills, can do attitude
• Strong working familiarity with MS Office suite programs

Required Experience

• 1-3 years experience with accounting/consulting firm or similar analytically-based position with outstanding performance history

Education/Certifications: • Undergraduate degree required; major in Business, Accounting, Finance, Economics, Statistics, Engineering or other quantitatively-focused field preferred; MBAs also considered

Diane Delgado LeMaire|　Senior Managing Director, Accounting & Finance Recruiting | Creative Financial Staffing, a division of Fitts, Roberts CPA Firm | 5718 Westheimer Suite 800 | Houston, TX 77057 |713-490-6003 | dcd@fittsroberts.com| Blog| Twitter| LinkedIn