Job Information

Robert Half Sales Financial Analyst in Lancaster, Pennsylvania


Our client, a food manufacturer in the Lancaster County area seeks a sales financial analyst to join their team due to growth!

The successful sales financial analyst will be the liaison between finance, the retail division and the sales teams.

The successful sales financial analyst will have the following responsibilities:

Collaborate with field sales managers to maintain trade spending plans: tracking trade promotional contracts and spending, entering off-invoice and fixed spend into the system and ensuring the accuracy of the input and compliance with the retail promotions program policy.

Maintain tables for integrity of customer and material data.

Review customer deductions taken upon payment and validate against trade promotional contracts so they can be deducted from the customer account in a timely manner.

Validate and approve for payment, claim and settlement requests for promotional and operator agreement programs.

Perform monthly analysis related to trade promotions, customer performance, deduction disputes and timeliness of deduction settlements.

Month-end KPI reporting.


The successful sales financial analyst will possess the following qualifications:

Bachelor's Degree in a Business/Finance related field.

2+ years of experience, preferably in accounting, finance or related role

Strong experience in Excel using complex formulas commonly used with analyzing data.

Experience with SAP.a big plus!

Trade promotion or Dispute Management experience a big plus!

Experience with business warehouse and reporting tool, i.e. Power BI.

  • Experience in problem solving through statistical analysis or with large data sets highly preferable (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)

  • Background in problem solving through statistical analysis or with large data sets highly valued (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)

  • Spreadsheet and ERP system experience recommended

  • Trade Processing experience preferred

  • Solid understanding of sales analysis & reporting

  • Experience with Trade Processing

  • Command of Power BI

  • Adeptness in SAP

  • Deep understanding of KPI Reporting

  • Ability to simplify complex problems and build solutions

  • Familiarity with Business Intelligence (BI) reporting tools required

  • BA/BS degree in finance or a related field

  • Skilled in the construction and delivery of effective presentations to audiences with wide-ranging backgrounds

  • Excellent communication and organizational skills

  • Background in financial analysis and planning

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app ( and get 1-tap apply, instant notifications for AI-matched jobs, and more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit for more information.

© 2023 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use ( .