Sales and Marketing Analyst

Newly created position responsible to provide administrative, auditing, budget reconciliation support to the Sales and Marketing department and will work closely with Finance. Using Excel expertise, process as needed various internal payment requests, including rebates and salesperson incentives throughout the dealer network. Assist in processing new registration updates, ownership changes, warranty update registrations, dealer to dealer inventory transfers, CO-OP auditing, debit and credit memo reconciliation and auditing.

Audit Support and Preparation

Organize Documentation : Ensure all dealer records, including invoices, are accurate and readily accessible.Understand Audit Requirements : Familiarize yourself with the specific requirements of internal audit control procedures to ensure they are effective and compliant with regulations.Pre-Audit Review : Conduct a preliminary review of dealer and vendor payments and records to identify and correct any discrepancies before the formal audit begins.Coordinate with Management : Schedule meetings with management, provide them with necessary documentation, and be available to answer any questions they might have.Post-Audit Actions : Address any findings from the audit promptly and implement recommendations to improve processes and controls.Budgeting Reconciliation

Gather Data : Collect all relevant financial data, including budgeted amounts and actual expenditures.Compare Figures : Match actual expenses against the budgeted figures to identify variances.Analyze Variances : Investigate the reasons for any significant differences between budgeted and actual figures. This might involve reviewing specific transactions or changes in financial conditions within each account code and Action Approval.Adjust Budget : If necessary, revise the budget to reflect new realities or to correct any inaccuracies in the initial planning.Report Findings : Prepare reports detailing the results of your reconciliation, including explanations for variances and recommendations for future budgeting.Continuous Monitoring : Regularly review budget performance to ensure alignment with financial goals and make adjustments as needed.Responsibilities:

Administrative Support:

Provide comprehensive administrative assistance to the Marine Division Department.Auditing:Conduct regular audits to ensure compliance and accuracy within financial and operational processes.Reconcile accounts and statements, including debit and credit memos.Budget Reconciliation:Assist in reconciling budgets on a daily, weekly, monthly, quarterly, bi-annual, and annual basis.Monitor daily operational functions to ensure adherence to set budgets.Dealer Sales Promotion Support:Support dealer sales promotions by processing and managing related financial transactions and paperwork.Internal Payment Processing:Process various internal payment requests, including rebates and incentives.Minimum Qualifications:

2 years accounting experience.Proficiency in financial reconciliation and auditing.Experience with budget management and operational support.Ability to handle multiple tasks and prioritize effectively.Detail-oriented with strong problem-solving skills. Strong organizational and administrative skills.Proficient with Microsoft 365 suite including, PowerPoint, SharePoint, and WordExcel skills required:Pivot Tables:

Create and manipulate pivot tables to summarize and analyze complex data sets, such as budget reports, sales promotions, and dealer performance metrics.Power Query:

Use Power Query for advanced data extraction, transformation, and loading (ETL) tasks to handle large datasets and integrate data from multiple sources.Formulas and Functions:

Utilize advanced formulas (e.g., VLOOKUP, HLOOKUP, INDEX, MATCH, and nested IF statements) to perform detailed financial reconciliations, budget comparisons, and incentive calculations.What-If Analysis:

Apply scenarios and data tables for budgeting and forecasting to evaluate various financial outcomes.Charts and Graphs:

Create and customize dynamic charts and graphs to visualize budget trends, dealer performance, and sales promotions effectively.Conditional Formatting:

Use conditional formatting to highlight critical data points, such as budget overruns or discrepancies in rebate calculations.Macros and VBA:

Develop and run macros to automate repetitive tasks, such as data entry, report generation, and reconciliation processes. Write VBA (Visual Basic for Applications) scripts to enhance functionality and streamline workflows.Data Validation:

Implement data validation rules to ensure the accuracy and integrity of data entered into spreadsheets.Dashboards:

Build interactive dashboards to provide a real-time overview of budgets, sales promotions, and operational metrics.Templates:

Design and use advanced Excel templates for recurring tasks, such as budget reconciliation and dealer incentive tracking, to ensure consistency and accuracy.External Data Links:

Link Excel with other data sources or databases for real-time updates and consolidated reporting.Excel Add-ins:

Leverage Excel add-ins (e.g., Power Pivot, Solver) to enhance data analysis capabilities and solve complex financial problems.Budget Reconciliation:

Use pivot tables and advanced formulas to reconcile budget discrepancies and track spending against forecasts.Sales Promotion Tracking:

Create dashboards to monitor the effectiveness of dealer sales promotions and calculate the impact of various incentives.Audit and Compliance:

Develop macros to automate the audit process, ensuring compliance with financial policies and accurate record-keeping.Preferred Qualifications

Bachelor's degree in accounting, finance, business or related subject.Familiarity with dealer networks and inventory management processes.Knowledge of JD Edwards.Proficient in Access or SQL.