• Financial Analyst

    Insight Global (Shelton, CT)


    Job Description

    The Senior Finance Analyst, Sales will support financial planning, forecasting, and reporting for the U.S. Account Management team, partnering closely with Sales Directors and cross-functional teams to optimize trade activity and customer profitability. This role covers responsibilities across two positions and supports key initiatives such as trade reviews, audit requests, and fiscal year-end processes. The analyst will lead monthly trade reviews, manage trade accrual entries, develop customer and product P&Ls, and support ROI analysis for deflator investments. Success in this role may lead to involvement in trade management tool development. Candidates should have a bachelor’s degree in finance or accounting, 3+ years of analytical experience, strong Excel and PowerPoint skills, and familiarity with ERP systems like SAP or Hyperion. Experience in the CPG industry and advanced certifications (e.g., MBA, CPA, CMA) are preferred.

     

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

     

    Skills and Requirements

     

    - 3+ Years of Financial Analytical Experience

     

    - High proficiency with Microsoft Excel, Powerpoint, Office Suite

     

    - Strong collaboration skills with internal + external stakeholders

     

    - Trade Send experience

     

    - Accounting Background

     

    - Experience fulfilling Audits

     

    - Consumer Packaged Goods background - Experience with Hyperion Planning + SAP

     

    - Advanced Degrees or Certifications (MBA, CPA, CMA)