Financial Analyst

Posted Yesterday
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Trevose, PA, USA
In-Office
Mid level
AdTech • Marketing Tech
ASI Is With You Every Step Of The Way.
The Role
Supports financial reporting, revenue analysis, budgeting, forecasting, month-end close, sales commission and rebate calculations, data reconciliation, and ad hoc analysis. Monitors business performance metrics, identifies trends and variances, validates financial data, and provides insights to Finance, Sales, and business partners. The role requires advanced Excel capabilities, strong analytical skills, accuracy, organization, and effective communication.
Summary Generated by Built In

ASI is the largest global provider of technology B2B services for the $27.7 billion promotional products industry (branding and marketing). With 25,000 clients in 53 countries, our mission is to inspire, inform, and empower our clients’ success every step of the way.

ASI currently has a hybrid work model. This position requires in-person attendance at our office in Trevose, PA, on Tuesdays and Wednesdays.

ASI is seeking a Financial Analyst to support financial reporting, analysis, and business performance monitoring across our Supplier and Distributor divisions. This position will be responsible for preparing and analyzing financial and operational reports, monitoring key business metrics, and providing insights to support informed business decisions.

Reporting to the Director of Finance & Reporting, the Financial Analyst will be a key member of ASI's Finance team, working closely with Finance, Sales, and other business partners to ensure accurate and timely reporting. This role requires strong analytical skills, attention to detail, and the ability to identify trends, explain variances, and support improvements in financial reporting processes.

Responsibilities:

Financial Reporting & Analysis

  • Prepare and analyze monthly financial and operational reports, including revenue, transaction activity, and key business performance metrics.
  • Perform monthly revenue analysis, identifying trends and variances against budget, forecast, and prior-year results.
  • Compile, reconcile, and validate data used in monthly listings and other recurring financial reports.
  • Support month-end close activities by preparing reports, reconciling data, and ensuring accuracy and completeness of financial information.
  • Calculate, reconcile, and validate monthly sales commissions for various sales teams, ensuring accuracy and adherence to established compensation plans.
  • Calculate and track corporate contract rebates, ensuring accurate reporting and supporting documentation.
  • Provide analytical support for budgeting, forecasting, and other financial planning activities.
  • Complete ad hoc financial analyses and reporting requests to support management and business decision-making.

Requirements

  • Bachelor's degree in Finance, Accounting, or a related field.
  • 2–5 years of experience in financial analysis, financial reporting, accounting, or a related finance role.
  • Strong analytical and problem-solving skills, with the ability to interpret financial data, identify trends, and explain variances.
  • Experience working with large datasets, including data manipulation, reconciliation, and validation.
  • Advanced Microsoft Excel skills, including pivot tables, lookups, formulas, and data analysis functions.
  • Strong attention to detail and commitment to accuracy in financial reporting and calculations.
  • Excellent organizational and time management skills, with the ability to manage multiple priorities and meet deadlines.
  • Strong communication and interpersonal skills, with the ability to collaborate effectively with Finance, Sales, and business partners at all levels.
  • Ability to work independently, take ownership of assigned responsibilities, and proactively identify and resolve issues.
  • Experience with SQL, Power Query, Power BI, Power Automate, or Microsoft Copilot is a plus.

ASI offers full-time employees a comprehensive benefits package including:

  • Medical, Dental, and Vision coverage, available on day one of employment.
  • Paid maternity and paternity/bonding leave (12 weeks paid for birthing/primary parent and 4 weeks paid for secondary parent) and a parent support group.
  • 12 weeks of paid daycare for new parents (14 weeks at our onsite daycare center, Lots of Love).
  • Free Health and Wellness programs.
  • Free 24/7 access to Magellan Employee Assistance Program and Teladoc.
  • Day one 401(k) with company match.
  • Paid holidays, floating days, and paid time off (PTO).
  • Office amenities with onsite café, Starbucks, 24/7 free gym access and classes, onsite daycare, EV charging stations, creative spaces such as our community garden club, music room, art room, and relaxation space.

Take this opportunity to join our successful team! Apply today! EOE m/f/d/v. ASI is an equal opportunity employer, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or Veteran status. Diversity makes us better. Check out ASI’s Diversity and Inclusion Blog Posts. 

Visit our company career web site at www.asicareers.com.

Skills Required

  • Bachelor's degree in Finance, Accounting, or a related field
  • 2-5 years of experience in financial analysis, financial reporting, accounting, or a related finance role
  • Strong analytical and problem-solving skills, including interpreting financial data, identifying trends, and explaining variances
  • Experience working with large datasets, including data manipulation, reconciliation, and validation
  • Advanced Microsoft Excel skills, including pivot tables, lookups, formulas, and data analysis functions
  • Strong attention to detail and commitment to accuracy in financial reporting and calculations
  • Excellent organizational and time management skills, with the ability to manage multiple priorities and meet deadlines
  • Strong communication and interpersonal skills, with the ability to collaborate with Finance, Sales, and business partners
  • Ability to work independently, take ownership, and proactively identify and resolve issues
  • Experience with SQL, Power Query, Power BI, Power Automate, or Microsoft Copilot
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The Company
HQ: Township of Lower Southampton, PA
1,772 Employees
Year Founded: 1950

What We Do

The Advertising Specialty Institute (ASI) is the largest media, marketing and education organization serving the promotional products industry. ASI connects suppliers and distributors through ASI’s robust industry-leading network, which boasts over 25,000 supplier and distributor members. ASI members have access to the world's most powerful promotional product network, ESP, where three out of every four promotional product searches occur. ASI is fully committed and dedicated to providing members with cutting edge interactive tools, member support, trade shows, educational information and resources that improve business efficiency, drive traffic and win sales. What is ASI’s mission? ASI bridges suppliers and distributors by providing catalogs, information directories, newsletters, magazines, websites, databases, interactive e-commerce, and robust marketing and selling tools. What are advertising specialties? Advertising specialties, also known as promotional products, are practical, entertaining or decorative products like mugs and tee shirts often imprinted with an advertiser’s name, logo, slogan or message and given away. These products are often kept by recipients for months, offering great exposure for the advertiser’s message. Featured Products: ESP Web: Source and order every promotional product in the industry from 3,500+ suppliers with ESP Web. ESP Websites: A user-friendly e-commerce enabled website solution. Choose from 100s of designs. Requires no design experience needed. Catalogs: Give clients new ideas and ways of using promo products and stay one step ahead of competitors. Magazines: ASI offers a wide range of award-winning publications to help keep your finger on the pulse of the industry. Show Booths: Display your products in front of thousands of industry distributors at three strategically timed ASI shows.

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