Financial Analyst

Reposted Yesterday
Clearwater, FL, USA
In-Office
Junior
Information Technology • Software
The Role
Provide reporting and analytical support for Sales and Product Management goaling and incentive compensation. Maintain Power BI and Excel dashboards, validate data, process SPIFFs, analyze performance vs. goals, support audits, communicate with stakeholders, and standardize operational goaling processes.
Summary Generated by Built In

About the role:

As a Financial Analyst at our dynamic organization, you'll play a key role in providing analytical support to a specific functional area, department, or division. Your responsibilities will include developing and maintaining reporting for your assigned area, preparing and analyzing ad hoc operational performance reports, and recommending appropriate courses of action. We're seeking a motivated individual passionate about accounting and financial reporting, eager to excel in our fast-paced, dynamic environment.

This role sits on a newly centralized Operational Goaling team within Compensation, Payroll & Goaling, consolidating goaling across Sales and Product Management (PM) and supporting incentive compensation analytics.

 

What you'll do:

  • Generate and analyze monthly, quarterly, and annual reports, ensuring accurate financial information based on business unit requirements.

  • Maintain reporting and dashboards using Power BI and Excel; pull and validate data from internal systems/BI to support goaling and performance reporting.

  • Process SPIFF incentive compensation for business (in partnership with Compensation/Payroll and aligned to goaling).

  • Collaborate cross-functionally to meet ad hoc needs of the business and finance organization.

  • Respond to ad-hoc information requests from internal customers and others as assigned.

  • Translate financial information effectively to colleagues with various skillsets and departments.

  • Communicate clearly with executive stakeholders on goals, performance vs. goals, and compensation impacts.

  • Evaluate the financial impact of implemented initiatives across business units and within the finance organization.

  • Provide ad hoc deliverables for internal and external audit.

  • Own operational goaling across Sales and PM: validate inputs, load monthly goals on a quarterly schedule, analyze exceptions impacting incentive compensation, communicate updates, and standardize processes.

  • Maintain punctuality and attendance standards in our professional office environment.

  • Be open to occasional non-standard work hours or overtime as required.

  • Perform additional duties as assigned.

 

What we're looking for:

  • 1 – 2 years’ experience necessary.

  • Open to new graduates in Finance/Accounting; internship/co‑op experience welcome.

  • Bachelor's Degree required.

  • Finance or Accounting preferred; other business disciplines considered with relevant finance experience.

  • Intermediate Excel skills (e.g., PivotTables, VLOOKUP/XLOOKUP; strong attention to detail and data accuracy) required.

  • Experience with Power BI (building and/or maintaining reports/dashboards) strongly preferred.

  • SAP Cloud knowledge a plus, but not required.

  • Comfort working with large datasets across multiple systems; ERP experience (e.g., SAP) a plus.

  • Ability to execute instructions and request clarification when needed.

  • Basic clerical and data entry skills.

  • Proficiency in performing basic mathematical calculations.

  • Clear communication skills for conveying necessary information.

  • Comfortable communicating with executive stakeholders; maintains discretion with compensation-related topics.

  • Commitment to maintaining social, ethical, and organizational standards in conducting business activities.

  • Ability to build effective working relationships.

  • Quick learner of new systems and technology.

  • Basic level proficiency in using relevant computer system applications. 

Working Conditions:

  • Professional, office environment.

  • Hybrid work model: 3 days in office, 2 days remote

Key Skills

At TD SYNNEX, our values guide everything we do: Together, We Own It, We Dare to Go, We Grow and Win, and above all, We Do the Right Thing. These principles shape how we work with each other, our partners, and our communities as we drive innovation and create lasting impact.

What’s In It For You?

  • Elective Benefits: Our programs are tailored to your country to best accommodate your lifestyle.
  • Grow Your Career: Accelerate your path to success (and keep up with the future) with formal programs on leadership and professional development, and many more on-demand courses.
  • Elevate Your Personal Well-Being: Boost your financial, physical, and mental well-being through seminars, events, and our global Life Empowerment Assistance Program.
  • Diversity, Equity & Inclusion: It’s not just a phrase to us; valuing every voice is how we succeed. Join us in celebrating our global diversity through inclusive education, meaningful peer-to-peer conversations, and equitable growth and development opportunities.
  • Make the Most of our Global Organization: Network with other new co-workers within your first 30 days through our onboarding program.
  • Connect with Your Community: Participate in internal, peer-led inclusive communities and activities, including business resource groups, local volunteering events, and more environmental and social initiatives.

Don’t meet every single requirement? Apply anyway.

At TD SYNNEX, we’re proud to be recognized as a great place to work and a leader in the promotion and practice of diversity, equity and inclusion. If you’re excited about working for our company and believe you’re a good fit for this role, we encourage you to apply. You may be exactly the person we’re looking for!

We are an equal opportunity employer and committed to building a team that represents and empowers a variety of backgrounds, perspectives, and skills. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity or expression, sexual orientation, protected veteran status, disability, genetics, age, or any other characteristic protected by law.

TD SYNNEX is an E-Verify company

Top Skills

Erp
Excel
Pivottables
Power BI
SAP
Sap Cloud
Vlookup
Xlookup
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The Company
HQ: Fremont, California
22,000 Employees

What We Do

We’re TD SYNNEX (NYSE: SNX), a leading distributor and solutions aggregator for the IT ecosystem. We’re 22,000 of the IT industry’s best and brightest, who share an unwavering passion for bringing compelling technology products, services and solutions to the world. We’re an innovative partner that helps our customers maximize the value of IT investments, demonstrate business outcomes and unlock growth opportunities. At our core, we’re a company that cares. We care about our partners, our co-workers, our investors and the world around us. And we’re committed to being a diverse, inclusive employer of choice and a good corporate citizen.

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