SALES FINANCIAL ANALYST (HYBRID)

Compass Corporate
Charlotte, NC
SALES FINANCIAL ANALYST (HYBRID) Location Charlotte, NC (Eagle Lake area) : Compass Corporate

A family of companies and experiences

As the leading foodservice and support services company, Compass Group USA is known for our great people, great service and our great results. If you've been hungry and away from home, chances are you've tasted Compass Group's delicious food and experienced our outstanding service. Our 225,000 associates work in award-winning restaurants, corporate cafes, hospitals, schools, arenas, museums, and more in all 50 states. Our reach is constantly expanding to shape the industry and create new opportunities for innovation. Join the Compass family today!

great people. great services. great results.

Each and every individual plays a key role in the growth and legacy of our company. We know the next big idea can come from anyone. We encourage developing and attracting expertise that differentiates us as a company as we continue to raise the bar.

Job Summary

The Sales Finance Team has an exciting opportunity for a Financial Analyst supporting the entire Sales organization. The role will be responsible for proactively communicating with sales team to manage critical data fields in Microsoft Dynamics database for all active, pending, and completed deals. This position will report directly to the Sales Finance Director and be located in Charlotte, NC on a Hybrid schedule.

Key Responsibilities:
  • Proactive communication and training with sales team to manage critical data fields in Microsoft Dynamics.
  • Manage storage and communication of all proformas over $5M ARO Revenue.
  • Create standardized reports of CRM data for sales leadership.
  • Identify areas of improvement within the entire bid response workstream.
  • Monitor shared mailbox for all inquiries from the field.
  • Communicate with sector VPs of Finance, Regional Finance Directors, and Controllers.
  • Review financial models for the new business proforma.
  • Other ad hoc projects within Finance as assigned.
Preferred Qualifications:
  • Self-starter with a positive "can do" attitude.
  • Intimate knowledge of how each sector's financial business model functions.
  • Thought leader who identifies problems and develops practical solutions.
  • BA in Finance or Accounting is preferred.
  • Excellent verbal and written communication skills with the ability to present materials to company leadership.
  • Understanding of company internal applications including Hyperion, SAP, Microstrategy, PowerBI and Microsoft Dynamics.
  • Strong organizational and planning skills with ability to set goals, objectives, and timelines to efficiently meet tasks.
  • Ability to effectively manage and extend influence across multiple layers of the organization (sales and operations).

Apply to Compass Group today!

Click here to Learn More about the Compass Story

Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.

Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act. We encourage applicants with a criminal history (and driving history) to apply.

Compass Corporate maintains a drug-free workplace.

Applications are accepted on an ongoing basis.

Associates at Corporate are offered many fantastic benefits.

  • Medical
  • Dental
  • Vision
  • Life Insurance/ AD
  • Disability Insurance
  • Retirement Plan
  • Paid Time Off
  • Holiday Time Off (varies by site/state)
  • Associate Shopping Program
  • Health and Wellness Programs
  • Discount Marketplace
  • Identity Theft Protection
  • Pet Insurance
  • Commuter Benefits
  • Employee Assistance Program
  • Flexible Spending Accounts (FSAs)

Req ID: 1273834

Compass Corporate

CAMERON BLACK

[[req_classification]]

Posted 2025-11-07

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