Financial Analyst
Advertising Specialty Institute
Salary undisclosed
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Description
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.
Benefits
- health insurance
- vision insurance
- 401(k)
- paid time off
- parental leave
About this role
Advertising Specialty Institute, a major B2B technology provider serving the $27.7 billion promotional products industry, is looking for a Financial Analyst to join its Finance team in Trevose, Pennsylvania. You'd support financial reporting and business performance monitoring across the Supplier and Distributor divisions, working hybrid with required in-office time on Tuesdays and Wednesdays. Reporting to the Director of Finance & Reporting, you'll prepare and analyze monthly financial and operational reports, track key metrics, identify revenue trends and variances, and reconcile data to ensure accuracy through month-end close.
The role demands strong technical and analytical capabilities. You'll need 2–5 years of finance experience, advanced Excel proficiency (pivot tables, formulas, data analysis), and the ability to work with large datasets. Additional responsibilities include calculating and validating sales commissions and corporate contract rebates, supporting budgeting and forecasting efforts, and delivering ad hoc analyses to inform business decisions. Experience with SQL, Power Query, Power BI, or Power Automate is valued but not required. Success here depends on attention to detail, independent problem-solving, and the ability to collaborate across Finance, Sales, and other business units.
ASI offers comprehensive benefits including medical, dental, and vision coverage from day one, 401(k) matching, generous paid leave (including 12 weeks paid parental leave for birthing parents), and workplace amenities like onsite daycare, a free gym, café, and creative spaces. This is a full-time position suited to someone seeking a structured analytical role with room to support meaningful business insights.
Typical pay for this role
$100,000
Typical range: $80,000 to $120,000
This role's local market on JobMinglr
Pay for this role
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