Vendor Marketing Finance Analyst
Winsupply Moraine, Ohio, United States
Wholesale · 5,001-10,000 employees
About the role
The analyst will manage financial reporting for marketing funds, track vendor spend compliance, and provide financial insights to support local companies and national vendor programs. They are responsible for preparing performance dashboards and ensuring accurate billing and allocation of marketing funds.
What they look for
Requirements
A Bachelor's degree in Accounting, Finance, or Business is required, though relevant experience may be substituted. Candidates should possess strong analytical skills, proficiency with office software, and ideally hold a CPA or CMA certification.
Full description
Company Description
Winsupply Sourcing Services (WSS) operates ~2 million square feet of wholesale warehouse space and offers inventory and vendor management solutions to be the premier vendor partner for our customer base. Our customer base consists of aspiring entrepreneurs who own and operate wholesale distribution businesses, now over 680 nationwide. Therefore, this job provides the opportunity to have a direct impact on the success of small entrepreneurial companies across the United States, particularly those that rely on WSS to improve their inventory turnover. WSS transacts with vendors and customers nearly three-quarters of a million times in a given fiscal year.
Job Description
Accountabilities/Responsibilities
Financial Reporting and Analysis
- Support the consolidation and reporting of marketing funds at Winsupply Inc. and the location level. Partner with Winsupply’s preferred partners on reporting.
- Develop, maintain, and communicate marketing financial performance reports by vendor and program. o Support each location with financial support for marketing plans.
- Analyze performance data, vendor investment, and campaign return-on-investment, while driving continuous improvement.
- Prepare clear, concise financial reports and dashboards for internal stakeholders.
Compliance and process controls
- Deep understanding of each structure for each co-op or marketing funding for each preferred vendor of Winsupply.
- Lead support on spend compliance with vendor guidelines and contractual agreements.
Business Partnering
- Act as the finance support for national vendor programs on CO-OP and Marketing. Partner with national contacts to obtain reporting and track spend.
- Including accurate billing, funds collection, and allocation of funds.
- Support the Local Companies, Vendor Relations, events, and marketing team with financial insight, and spend optimization.
- Partner with the vendors, accounting teams, and Information Technology to manage and report the status of co-op and marketing funds. Includes submitting and tracking the progress on CO-OP claims through vendor portals.
Other Duties as Assigned.
Competencies for Success
- Detail-oriented
- Analytical/critical thinking; data analysis
- Effective communication
- Customer-focused and deadline-driven mindset
Qualifications
- B.S. in Accounting, Finance, Business, or related field. In lieu of a degree, relevant experience is considered.
- CPA or CMA licensure is a plus; experience in the wholesale industry is a plus. Proficient with office technology/software.
Additional Information
Physical Demands
The physical demands here are representative of those that must be met to successfully perform the essential job functions with or without reasonable accommodations:
- Sitting for extended periods of time
- Dexterity of hands and fingers to operate a computer keyboard, mouse
- Extended work hours at month end and during year end
We are committed to inclusion, diversity, and equal employment opportunity, regardless of race, color, ancestry, religion, sex, gender, national origin, sexual orientation, age, citizenship, marital status, disability, veteran status, or any other factor protected by applicable federal, state, or local laws.
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