Partner Finance Operations I (Partner Income)

The Analyst I is responsible for the execution and analysis of partner income programs, including rebates, MDF, special bids, and incentive agreements. This role builds on foundational knowledge by handling more complex transactions, performing detailed validations, and supporting accurate financial recognition.

The Analyst I works with moderate independence, applying finance and accounting knowledge along with SAP experience to ensure compliance, accuracy, and timely reporting. This role also contributes to process improvements and cross-functional coordination.

What You’ll Do at Insight

• Perform calculation, validation, and reporting of partner income programs, ensuring accuracy and alignment with program terms.

• Review partner funding documentation (POF, POP, contracts, invoices) for completeness, accuracy, and compliance.

• Support month-end and quarter-end close activities, including accruals, reconciliations, and basic variance analysis.

• Ensure adherence to GAAP standards and SOX controls by maintaining proper documentation and supporting audit requirements.

• Utilize SAP and other financial systems to process, track, and reconcile partner income transactions.

• Partner with Partner Income Receivables to support invoicing, collections, and reconciliation of partner receivables.

• Investigate and resolve discrepancies or variances, escalating complex issues as needed.

• Collaborate with Product Management, Sales, and Partner Marketing to execute partner programs.

• Maintain accurate, audit-ready records in compliance with established processes and controls.

• Identify opportunities for process improvements and support implementation of enhancements.

Required Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or related field.

• 1-2 years of experience in finance operations, accounting, audit, or shared services.

• Working knowledge of accounting principles, including GAAP and accruals.

• Experience using SAP or similar ERP systems in a finance environment.

• Strong attention to detail and analytical skills.

• Experience supporting month-end close activities and working within controlled environments (SOX preferred).

• Proficiency in Microsoft Excel and Office tools.

• Effective communication and stakeholder coordination skills.

Preferred Skills & Attributes

• Experience with partner income programs, rebates, MDF, or vendor funding.

• Familiarity with SAP reporting (e.g., SAP BW) or financial reporting tools.

• Strong organizational and process-oriented mindset.

• Ability to manage recurring deadlines in a fast-paced environment.

• Exposure to process improvement or automation initiatives.

• Experience working with cross-functional and global teams.