Senior Director, Trade Finance
This position provides financial leadership for the company’s North America and Latin America Settlement processes, offering strategic and finance direction, policy interpretation, and operational decision-making to sales and finance teams. The role cultivates and maintains relationships with business clients, ensuring financial controls are met in the management of trade spend, accruals, and fallout.
Responsibilities
- Drive process for all aspects related to the North America and Latin America settlement process.
- Business Owner of MARS (Marketing Accrual & Reimbursement System) on behalf of The Company and Participating Bottlers.
- Maintain financial controls and financial reporting for CTM (Cooperative Trade Marketing), GTM (Go To Market Funds), and SMF (Special Marketing Funds).
- Responsible for the global key customer chargeback and LATAM processes.
- Work closely with sales and marketing teams to align trade marketing strategies with company objectives and sales targets.
- Oversee the settlement and deductions management process to ensure proper tracking, validation, resolution, and reporting of all trade-related deductions and discrepancies.
- Manage Bottler billing and settlement process for cooperative trade marketing budget, ensuring efficient allocation of resources.
- Influence and provide leadership & direction to a team of cooperative trade marketing, special marketing funds, and deductions staff, encouraging professional development and high performance.
- Keep abreast of industry trends and competitive landscape to influence trade marketing and deductions strategies.
- Oversee the accrual process to ensure that all financial transactions are recorded and reported accurately and timely.
- Translate complex settlement, deduction, accrual, and trade spend insights into executive-ready reporting, recommendations, and decision support, recommending actions based on financial insights.
- Partner with various department heads to develop budgets and financial plans and guide staff members on financial forecasting and accrual procedures.
- Oversee the implementation of new financial systems and processes to improve efficiency and accuracy, such as BODYARMOR integration.
- Maintain a strong control environment for trade spend and settlement activity, ensuring audit readiness, policy compliance, timely issue escalation, and remediation of control gaps.
Requirements
- Bachelor’s degree in Business, Finance, and/or Accounting required. MBA or other advanced degree a plus.
- Minimum 10 years of experience in financial planning, forecasting, accruals, and settlement management processes, preferably in a senior leadership role.
- Proven track record in successfully working with cross-functional teams.
- Experience in improving efficiencies based on targeted metrics.
- Prior experience working with internal clients and external customers to resolve finance and accounting issues.
- Experience with financial systems and other relevant software.
- Demonstrated understanding of financial forecast and accrual processes.
Skills
- Excellent interpersonal and business partnership skills.
- Strong written and verbal communication.
- Ability to influence teams & build client relationships.
- Strong financial analysis skills, including the ability to interpret complex financial data and make strategic decisions.
- Knowledge of financial regulations and accounting standards.
- Proficiency with accounting software, spreadsheets, and other business intelligence tools.
Pay
Base pay range: 180,000 USD - 203,000 USD. Pay offered may vary depending on geography, job-related knowledge, skills, and experience. A full range of medical, financial, and/or other benefits is offered for this position.
Annual Incentive Reference Value Percentage: 30%. This is a market-based competitive value for the role, indicating performance at target.
Location: Atlanta, United States of America. Travel required: 0% - 25%.