Pella Corporation · 9 hours ago
Sr. Financial Analyst- Sales
Urbandale, IA
Full-time
Hybrid
Mid, Senior Level
3+ years expPella Corporation is seeking a Senior Financial Analyst- Sales to assist with the preparation and analysis of monthly financial reporting, budgeting, and forecasting processes. The role involves supporting functional teams, analyzing sales trends, and preparing financial summaries for management.
LifestyleManufacturing
Responsibilities
Provide ongoing support to designated functional teams and team members. This may include recurring reports, ad-hoc support, responding to questions, investigation, and follow-up, providing guidance, and participation in various team events and activities
Responsible for preparation and analysis of monthly financial reporting summaries for management team across designated functional areas
Provide financial support for discounting, promotional, or other sales programs effectiveness
Analyze sales trends and support sales and operations planning process. Identify poor performing customers supported by recurring reports and ad-hoc requests for improvement plans
Identify and research variances to plan and prior year on monthly operating expense reports statements. Identify areas of risk and cost control/savings opportunities. Reports the findings to management
Responsible for monthly cyclical activities to support the month end close such as journal entries, reconciliations, etc
Lead in the preparation of expense budgets and forecasts. Recommend and implement process and methodology improvements
Maintain cost center, account structure, and financial allocations, as necessary
Prepares and submits journal entries
Prepare year-end and interim audit work papers
Special projects as assigned
Qualification
Required
Bachelor's degree in Finance/Accounting, and three to five years related experience and/or training, or equivalent combination of education and experience
Strong interpersonal and communication skills are key
Must exhibit the ability to maintain professionalism in times of adversity and pressure
Must have Excel experience compiling, reconciling, and analyzing large volumes of data from various sources
Excellent verbal and written English language skills are required as well as good public speaking, instructional/teaching, and customer service skills
Ability to read, interpret, understand, and explain documents such as policies, processes, and company reports
Ability to effectively present information to others, gather information from others, and respond appropriately to questions from employees, managers, co-workers, agents, customers, and the general public
Must be able to listen, assess situations and make objective decisions
Must display excellent phone and email etiquette, and the ability to communicate in a pleasant and friendly manner
Must be able to make eye contact and present a professional persona when interacting with co-workers
Must be a team player and exhibit a strong desire to learn and promote self-growth
Must be pro-active, have a good attitude, be self-disciplined, and self-motivated with a demonstrated ability to follow projects through to completion
Attention to administrative detail is required
Must be articulate, able to give clear instructions, demonstrate organizational skills, and meet reasonable deadlines
Must be able to maintain strict confidence with regards to sensitive and protected personnel/confidential information
Must be able to gain trust, respect, and confidence of employees and managers
Must be able to hold firm when necessary, provide constructive feedback, and compromise when called for
Must present in a clean and neat physical appearance and strictly abide by company dress code
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to compile and decipher information in spreadsheet format
Strong aptitude for compiling, analyzing, and relating financial information in various formats
Must have ability to solve practical problems without close supervision
Must be able to determine appropriate resolution in dealing with employee concerns and questions and set appropriate boundaries
Must possess good thought processes, problem-solving skills, and investigative theory
Must be able to use sound judgment and make objective decisions in the company's best interest at all times
Must be able to demonstrate ability to synthesize people and events, problem solve and engage individuals in effective conversation
Must be highly proficient in using Microsoft Excel
Proficiency with Microsoft® Word, Outlook, and PowerPoint software applications
Preferred
Education or experience in Finance or Accounting preferred
Oracle and Hyperion experience a plus
Company
Pella Corporation
Pella Corporation is a privately held window and door manufacturing company.
10001+ employees
H1B Sponsorship
Pella Corporation has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (12)
2024 (14)
2023 (15)
2022 (12)
2021 (8)
2020 (12)
Funding
Current Stage
Late StageLeadership Team
Emily Videtto
President and COO
Recent News
Corridor Business Journal
2025-11-21
Company data provided by crunchbase