Sr. Finance Analyst - FP&A Sales Operations

Description

Eberhard is a global leader in engineered security access solutions, known for innovation, quality, and reliability. Guided by our CARE values - Collaboration, Accountability, Respect, and Excellence - we deliver trusted solutions worldwide. Eberhard operates from strategic locations across the United States, Mexico, China, and Taiwan and is a proud division of The Eastern Company (NASDAQ: EML), founded in 1859.

The Senior Financial Analyst, FP&A Sales Operations supports the commercial organization by delivering actionable insights through data, analytics, and cross-functional partnership.

The ideal candidate combines strong analytical capability with business acumen and the ability to translate complex data into actionable insights for sales leadership and executive stakeholders.

• Develop, maintain, and improve sales dashboards and performance reports to analyze trends, pipeline health, and forecast accuracy.
• Utilize data visualization and analytics tools (e.g. Salesforce, Power BI, Powerpoint) to clearly communicate results and insights.
• Perform in-depth KPI analysis to identify growth opportunities, performance gaps, and areas for improvement.
• Ensure data accuracy, reporting integrity, and quality control; automate reporting processes to improve efficiency and timeliness.

• Partner closely with sales leadership to improve forecast accuracy through data-driven insights and post-forecast retrospectives.
• Support revenue planning and sales targets by analyzing historical performance, market trends, and growth potential.
• Collaborate with Sales, Product Management and Finance to align sales plans with enterprise financial targets and strategic objectives.

• Analyze pipeline performance and provide effective tracking through the sales cycle.
• Identify and recommend process improvements that increase sales productivity and operational efficiency.
• Support commercial planning strategies that enhance customer coverage and sales effectiveness.

• Collaborate with the Master Planner to review customer forecasts, assess risks and upside opportunities, and finalize demand forecasts.
• Serve as a key liaison between Sales, Finance, Product, and IT teams to ensure data integrity and strategic alignment.
• Provide guidance on safety stock inputs, monitor excess and slow-moving inventory, and coordinate corrective actions with stakeholders.
• Contribute to Sales & Operations Planning (S&OP) presentations and support alignment with broader business objectives.
• Participate in special sales-related projects that support growth initiatives and operational excellence.

• Analyze and monitor KPIs including pricing and gross margin.
• Support tariff analysis including customer invoicing and communication.
• Provide insights and recommendations for gross margin improvement and improved financial efficiency.
• Support the design, administration, and analysis of sales incentive programs to ensure alignment with company strategy and market competitiveness.

• Bachelor’s degree in Finance, Economics, Business Administration, Statistics, or a related field required
• MBA or advanced degree preferred

• Minimum of 5 years experience in financial analysis, sales operations, or a related role, ideally in a complex B2B environment
• Experience working with CRM platforms (e.g., Salesforce) and sales analytics tools
• Experience communicating directly with external customers

• Strong analytical, quantitative, and data management skills
• Proficiency in Excel, PowerPoint and/or Power BI
• Deep understanding of sales metrics, forecasting methodologies, and performance management
• Excellent communication skills with the ability to translate complex data into actionable business insights.
• Strong project management skills with the ability to manage multiple priorities independently.
• Detail-oriented with strong problem-solving and critical-thinking capabilities.
• Demonstrated strengths in collaboration, active listening, adaptability, and relationship management.

Employment with Eberhard Manufacturing is “at-will”, meaning that either the employee or the company may terminate the employment relationship at any time, with or without cause, and with or without notice, in accordance with Ohio law.

Eberhard Manufacturing Company is an Equal Opportunity Employer. All qualified applicants are evaluated without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, ancestry, age, disability/handicap status, genetic history information, or protected veteran status.