HALO Branded Solutions · 1 month ago
Sr. Financial Analyst – Commercial
United States
Full-time
Remote
Mid, Senior Level
$110K/yr - $125K/yr
4+ years expHALO Branded Solutions is a global leader in the branded merchandise industry, connecting people and brands to create lasting experiences. They are seeking a highly analytical Senior Financial Analyst to lead corporate analytics and reporting, improve reporting processes, and provide strategic support across the commercial organization.
AdvertisingBrand MarketingBusiness DevelopmentGift CardLogistics
No H1B
Responsibilities
Develop, maintain, and improve sales forecasting models in collaboration with Sales and Commercial leaders
Provide deep-dive analyses on revenue trends, volume/mix, pricing, and customer performance
Track performance vs. targets, identify risks/opportunities, and recommend corrective actions
Lead margin analysis including price realization, product mix, cost-to-serve, and promotional impact
Partner with cross-functional teams to identify margin optimization opportunities
Support customer and product profitability models to drive portfolio and pricing decisions
Support budgeting and forecasting cycles for commercial expenses (SG&A and related spend)
Monitor monthly expenses, explain variances, and ensure alignment with strategic and financial objectives
Improve transparency and accountability of spend across the commercial organization
Provide end-to-end P&L support for business units, channels, or product lines as required
Build business cases for new initiatives, pricing changes, customer deals, and investments
Synthesize insights into clear recommendations for the VP Commercial Finance and leadership team
Develop and automate dashboards, reports, and templates that elevate data visibility and decision-making quality
Leverage financial planning tools (e.g., Planful) to improve planning processes and reporting accuracy
Act as the IT-savvy finance partner—supporting data integration, workflow enhancements, and system optimization
Maintain high-quality documentation, ensuring consistent use of data sources and definitions across teams
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, Business, or related field
4+ years of experience in Commercial Finance, FP&A, or Decision Support roles
Strong understanding of P&L drivers, forecasting processes, and financial analysis
Advanced Excel skills (complex formulas, data modeling, Power Query or equivalent)
Strong proficiency in PowerPoint, storytelling with data, and executive-ready presentations
Experience with financial planning systems, preferably Planful (or similar: Anaplan, Adaptive, TM1)
Working knowledge of ERP and planning systems (SAP, Oracle, Workday, Adaptive Insights, or Anaplan)
Ability to work cross-functionally and influence without authority
Strong analytical, problem-solving, and critical-thinking skills
Excellent communication and stakeholder-management abilities
Preferred
Experience in a commercial/sales-driven environment (CPG, retail, promotional products or B2B)
Knowledge of margin analysis techniques, pricing analytics, or commercial operations
Strong attention to detail with the ability to simplify complex data for decision-making
Familiarity with BI tools (Power BI, Tableau, Looker) is a plus
Benefits
Nationwide coverage for Medical, Dental, Vision, Life, and Disability insurance
Additional Voluntary Benefits
401(k) Retirement Savings Plan
Health Savings Accounts (HSA)
Flexible Spending Accounts (FSA)
Company
HALO Branded Solutions
HALO is the global leader in branded merchandise, uniform programs, and recognition and incentive solutions.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Audax Private Equity
2018-05-17Acquired
2016-01-01Private Equity
Leadership Team
Amit Gaur
Chief Information Officer
Christy Dressell
Account Executive
Recent News
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