Job Summary:
The Sr. Financial Analyst is responsible for supporting the VP of Sales and senior leadership by delivering financial insights that inform revenue growth and business strategies. This role is responsible for developing and managing sales and marketing financial models, designing and maintaining price structures, and overseeing daily pricing and promotional programs in alignment with financial goals. The Sr. Financial Analyst will track, analyze, and report on sales performance metrics, prepare monthly financial presentations, and collaborate with cross-functional teams to streamline workflows and identify automation opportunities. This position requires strong financial and analytical expertise, excellent communication skills, and the ability to translate complex data into clear, actionable recommendations that drive business performance.
General Duties and Responsibilities:
- Develop and manage sales and marketing financial models to provide insights into customer pricing, volume, and mix, supporting revenue growth strategies.
- Assist the Sales VP in developing and implementing sales strategies, initiatives, and promotions that align with financial goals.
- Design and support pricing model development and analysis, including value-based pricing, and oversee the daily pricing process and ERP pricing records.
- Track, analyze, and report on daily and monthly sales performance metrics; identify trends and recommend improvements to senior leadership.
- Prepare monthly financial reports and presentations, including budget-to-actual and forecast-to-actual analysis of revenue, promotions, expenses, risks, and opportunities.
- Analyze the financial impact of sales promotions and co-op marketing programs while ensuring compliance with internal controls for credit memos and account reconciliations.
- Collaborate with cross-functional teams (sales, finance, marketing, IT, etc.) to identify and implement workflow automation and process improvements.
- Review and evaluate complex financial accounting processes, systems, and procedures to ensure efficiency and compliance with accounting principles and auditing standards.
- Support finance system enhancements and reporting automation initiatives to financial and accounting systems, processes, and internal controls.
- Supports business units in developing annual budgets and quarterly forecasts, monitors budget execution, analyzes variances, and recommends corrective actions.
- Supports profitable growth by analyzing inventory and AR turnover trends and assisting in managing overdue collections to improve cash flow.
- Collaborate with relevant departments to gather input on system needs, resolve platform-related issues, and support the maintenance of accounting information systems.
- Provide comprehensive evaluations, proposals, and presentations to executive leadership and stakeholders to support strategic systems and process enhancements.
- Perform other related duties assigned by management.
Supervisory Responsibilities:
- This job has no supervisory responsibilities.
Qualifications:
- Bachelor’s degree in Accounting, Finance, or related field preferred, or equivalent work experience in progressive financial analysis, sales finance, or commercial finance.
- Minimum 5 years of relevant experience in progressive financial analysis, sales finance, or commercial finance, preferably in eMobility, consumer electronics, or powersports.
- Strategic thinker with a high degree of ownership, execution capability, and a results-oriented approach.
- Strong analytical and modeling skills with expertise in pricing, forecasting, and performance tracking.
- Proficient in Microsoft Excel and PowerPoint. Experience with Power BI is strongly preferred.
- Familiarity with ERP systems required; SAP experience highly desirable.
- Excellent communication and presentation skills with a demonstrated ability to distill complex financial data into clear, actionable insights.
- Proven ability to lead cross-functional projects and influence decision-making at all organizational levels.
- Detail-oriented, organized, and adaptable to a fast-paced, evolving work environment.
- Thorough understanding of generally accepted accounting principles (GAAP).
- Thorough understanding of generally accepted auditing standards.
- Thorough understanding of methods of systems analysis and the principles, design, and procedural methods used in computer and database development.
- Thorough understanding of project management.
- Strategic thinker with a high degree of ownership, execution capability, and a results-oriented approach.
- Experience working in a multinational company within an international team is a plus.
- Bilingual in English and Mandarin is a plus.
Physical Demands:
This role is primarily sedentary and requires prolonged periods of sitting at a desk and working on a computer. It involves frequent use of standard office equipment, including computers, phones, and printers. The role may occasionally require lifting objects up to 15 pounds. Candidates should be able to work in a fast-paced environment with occasional extended hours to meet critical deadlines. Limited travel may be required to support business meetings, project implementation, or cross-functional collaboration. Specific vision abilities required for this job include close vision, color vision, and the ability to adjust focus.
EEO Statement:
Segway Inc. is committed to providing Equal Opportunity in Employment to all applicants and employees regardless of race, color, religion, gender, age, national origin, military status, veteran status, handicap, physical or mental disability, sexual orientation, gender identity, genetic information, or any other characteristic protected by law.
Pay: From $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
