Halo · 1 month ago
Sr. Financial Analyst – Commercial
United States
Full-time
Remote
Mid, Senior Level
$110K/yr - $125K/yr
4+ years expHALO is a leading company that connects people and brands to create meaningful experiences for over 60,000 clients globally. They are seeking a highly analytical Senior Financial Analyst to lead corporate analytics, improve reporting, and support decision-making across the commercial organization.
Information TechnologyManufacturingOptical CommunicationTelecommunications
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
Halo, a global leader in the fiber optics industry, is shaping the future with compatible transceiver technology.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2021-12-01Acquired
Leadership Team
Jon Eikel
Chief Technology Officer (CTO)
Scott Krzywicki
Chief Financial Officer/ Chief Operating Officer
Company data provided by crunchbase