Advantage Sales and Marketing

Job Information

Advantage Solutions Sr Financial Analyst in United States


Senior Financial Analyst

AtCSSI, we grow People, Brands and Businesses. We address the needs of our food industry client’s by using insights, strategy, marketing, and collaboration to fuel innovation and growth.

A successful candidate will have a keen eye for detail, focus, meticulous organizational skills, and discipline. The ideal candidate possesses understanding of finance, business, and marketing agency structure, and is a team player who is eager to pitch in where needed to ensure smooth scaling of business operations.

Key responsibilities include:

  • Maintain project data and metrics to assist with forecasting and planning

  • Compile, process, and present adhoc metrics to the various levels of management

  • Assist with monthly revenue reporting

  • Partner with client teams, operations, and accounting to reconcile billings and contract terms

Mastery. You will be subject matter expert around project structure, and a critical partner in reviewing and improving current processes to further align with company strategic goals

Accuracy. Reviewing and approving project agreements submitted by account teams for key dates and ensure billing terms/structure is adhered to throughout the life of the project.

Collaboration and communication. Communicate in an effective and timely manner across all teams.

Provide reporting Initiatives. Testing system configurations that will help drive the company forward by creating/updating process documentation to ensure clear understanding.

  • Bachelor’s degree in an analytical field such as Finance, Accounting, or Business Management,

  • 2-4 years’ experience working in a corporate finance, operations, or business-related role.

  • Experience in Workamajig or a similar project management system

  • Proficiency in MS Excel required.

  • Familiarity with G-Suite, Salesforce, NetSuite, other analytical tools helpful.

  • Impeccable focus and attention to detail.

  • Ability to quickly absorb information and systematically identify process gaps and/or areas to improve efficiency.

  • Self-starter motivated to work independently, prioritize, and reliably meet deadlines.

  • Inquisitive, critical thinker, understanding of and adaptable to changing business needs.

  • Excellent communication skills, both written and verbal.

  • Demonstrated ability to be an effective remote teammate.

  • Strong interpersonal skills; able to work with people from diverse multicultural backgrounds and different workstyles.

  • Strong sense of integrity, morality, and confidentiality around sensitive information.


The Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today.

Essential Job Duties and Responsibilities

Job Duty


·Assist with the monthly forecasting process by consolidating inputs, tracking variances and identifying key drivers of change and opportunities to improve accuracy and process.


·Assist with the annual budgeting process by developing baseline growth models, driving the planning calendar and designing/creating executive-level rollups for presentation. Communicate and engage cross-functionally to ensure comprehensive budget tied to strategy.

Business Analysis

·Identify, structure and conduct ad-hoc analysis to provide decision support and business insights. Perform analysis and modeling in support of RFPs, assessing P&L impacts and making recommendations.


·Contribute and own monthly business performance reporting. Summarize results, provide insights and explaining variances. Manage on-going Key Metric reporting.

·Prepare or assist in obtaining critical Corporate or business unit information for required financial reporting, bank compliance, or other management meetings

Supervisory Responsibilities

Direct Reports

  • This position does not have supervisory responsibilities for direct reports

Indirect Reports

  • Does not have direct reports, but may delegate work of others and provide guidance, direction and mentoring to indirect reports

Travel and/or Driving Requirements

  • Travel is an essential duty and function of this job. Driving is not an essential duty or function of this job.

· Travel required on an as needed basis

Minimum Qualifications Minimum Qualifications: The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the job

Education Level:

(Required): Bachelor's Degree or equivalent experience

(Preferred): MBA with emphasis in Finance or Analytics preferred

Field of Study/Area of Experience: Finance, Economics, or Data Analytics

  • 3-5 years of experience in years of public accounting and/or large company equivalent experience

Skills, Knowledge and Abilities

-Financial analysis, key performance metrics, budgeting, planning, performance improvement initiatives, new business pro-forma modeling

-Advanced experience with budgeting, forecasting, financial reporting, financial modeling, trend analysis, and ad hoc financial analysis.

-Advanced Excel skills and data analysis skills, ideally with experience or interest in automation

-Hands-on, strong grasp of corporate or business unit financial concepts and tools, inclusive of financial ratios and key metrics

-Excellent written communication and verbal communication skills

-Well-organized, detail-oriented, and able to handle a fast-paced work environment

-Ability to complete multiple duties with accuracy shifting from one to another with frequent interruptions and competing deadlines

-Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook

-Experience using computerized information systems used in financial and/or accounting applications

Environmental & Physical Requirements

Office / Sedentary Requirements

Incumbent must be able to perform the essential functions of the job. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds.

Additional Information Regarding ASM Job Duties and Job Descriptions

Job duties include additional responsibilities as assigned by one’s supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. ASM reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. ASM shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

Important Information

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified.

The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

Job Locations US-N/A

Primary Posting Location : Address N/A

Primary Posting Location : City N/A

Primary Posting Location : Country US

Requisition ID 2022-420420

Position Type Full Time

Category Professional: (IT, Finance, Legal, HR, Talent Acquisition, Administrative, Customer Service)