Sales Finance Analyst in Itasca, Illinois at Fellowes Brands

Description

Our most important asset is our people. Who we are, what we do, how we do it and why we are passionate are all centerpieces of why we succeed.

We are proud to be recognized:

• Among America's Best Midsize Employers by Forbes in 2021, 2022 and 2024
• As a Chicago Tribune Top Workplace for four consecutive years (2021-2025)

We currently operate in-office Monday-Thursday, with an optional remote day on Friday.

This role is not eligible for employment-based visa sponsorship.

Role Summary

As the Sales Finance Analyst, reporting to the Senior Manager, Finance Operations, you will provide financial oversight and strategic management of customer rebates and allowances for Fellowes-Business Products North America's Business-to-Business channel. You will partner with Sales, Marketing, and Forecasting to evaluate customer performance and investment opportunities, administer incentive and promotional programs, and develop rebate and allowance budgets that support profitability, financial accuracy, and broader business objectives.

In This Role, You Will…

• Oversee rebate and allowance accruals for assigned customers, ensuring accurate financial recognition, appropriate accrual levels, and alignment with customer agreements and program activity.
• Manage the calculation and payment of customer rebates and allowances in accordance with contractual agreements. Validate supporting documentation and proof of performance, ensure the accuracy and appropriate accrual of related expenses, and facilitate required approvals in accordance with established financial controls.
• Serve as a key customer contact for sales and rebate reporting, claim status updates, and other financial information, providing timely and accurate support while addressing inquiries and resolving discrepancies.
• Coordinate and manage post-audit program reviews with customers' external auditors related to the recovery of unclaimed vendor income. Evaluate audit findings and support documentation to validate claims and minimize additional program expenses based on timing, contractual terms, and other relevant factors.
• Conduct quarterly rebate analytics to evaluate customer performance trends, budget impact, and profitability. Present insights during business reviews with Sales Account Managers and leadership, and collaborate on future promotional, trade, and customer initiatives.
• Support the annual rebate and allowance budgeting process by analyzing historical performance, customer programs, and anticipated business activity to develop accurate budget projections.

What You Bring to the Team

• Minimum 2 years experience in a similar role within Sales, Business Team, Corporate Finance, or Demand Planning
• Preferred bachelor's degree in business, marketing, communication or related degree
• Software Skills Needed: Solid working knowledge of Microsoft Office (Excel is critical), Oracle Systems, Cognos, Power BI.
• Technical Skills Needed: Basic understanding of financial and cost accounting, and financial reporting
• Software Skills Needed: Solid working knowledge of Microsoft Office (Excel is critical), Oracle Systems, Cognos, Power BI.
• Technical Skills Needed: Basic understanding of financial and cost accounting, and financial reporting
• Interpersonal skills: Ability to maintain diplomacy in confrontational situations, to communicate to both internal and external customers in a clear and professional manner and tone, even when under pressure. Strong ability to self-organize and manage one's own priorities and projects. Strong attention to detail is vital.

The hiring range for this position in Itasca, Illinois is $75,000 - $85,000 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills and experience, among other factors. An annual incentive may be provided as part of the compensation package, in addition to a full range of medical, financial and/or other benefits, dependent on the level and position offered. An overview of our benefits offering is available here: Fellowes Benefits Overview.

Fellowes Brands - A Family Business Since 1917
For over a century, Fellowes has been committed to positively impacting people through our culture, relationships and solutions. We have evolved toward relevance with each decade and generation, responding to a constantly changing world. Today, we are on an ambitious journey to grow our influence and impact in enhancing and maximizing work experiences worldwide. We are a “Brand on the Move” and remain committed to finding new ways to help people work better and feel better.

Visit our Careers Site: www.fellowesbrands.com/us/en/careers/Pages/overview.aspx

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Fellowes, Inc. does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Fellowes' property, and Fellowes will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting the Talent Acquisition Department.