Analyze customer incentive and rebate program data to assess financial impact on customer behavior, sales performance, and revenue growth
Develop, maintain, and enhance financial models and reporting tools to track program performance, costs, and return on investment (ROI)
Prepare clear, data-driven analyses, reports, and presentations to communicate program performance and insights to internal stakeholders
Partner with Sales and Marketing to evaluate and support incentive program structures that drive desired customer behaviors
Collaborate with Finance to ensure accurate tracking, calculation, accrual, and timely payment of customer incentives and rebates
Manage builder rebate programs, including strategic support, renewal processes, and quarterly calculations and payments
Monitor market trends and competitive activity to provide insights and recommendations for incentive program improvements
Support the development of customer-facing communication materials by validating financial accuracy and program details
Work cross-functionally to identify opportunities for process improvement, standardization, and automation within incentive and rebate programs

Bachelor’s degree in Finance, Accounting, Economics, Business, Analytics, or a related field; advanced degree or relevant certifications (e.g., CFA, CPA, FP&A certification) are a plus
Proven experience in financial analysis, data analysis, or incentives/rebates, ideally supporting sales, pricing, customer programs, or commercial finance functions
Strong proficiency in Excel (advanced formulas, pivot tables, financial modeling); experience with SQL and/or business intelligence tools is preferred
Demonstrated ability to analyze complex data sets and translate findings into clear, actionable financial insights
Solid understanding of financial controls, accuracy, and compliance, particularly in incentive or rebate program administration
Excellent written and verbal communication skills, with the ability to present financial insights clearly to cross-functional stakeholders
Detail-oriented, highly organized, and capable of managing multiple priorities in a fast-paced environment
Collaborative mindset with the ability to work effectively across Finance, Sales, Marketing, and Operations teams
Ability to adapt to evolving business needs and continuously identify opportunities for process improvement and efficiency

Financial Analyst

Key skills