Senior Manager, Customer Finance
About the role
The Senior Manager, Customer Finance is responsible for delivering customer-level financial insights that drive profitable growth and support strategic decision-making. This role partners closely with Sales, Supply Chain, and FP&A to analyze customer profitability, customer P&Ls, trade investments, and cost-to-serve economics. The position serves as a key business partner by providing actionable recommendations to improve customer performance, optimize resource allocation, and enhance overall financial returns.
Key Responsibilities Include
- Customer Profitability & P&L Management
- Develop, maintain, and analyze customer-level profit and loss statements.
- Evaluate customer financial performance, including revenue, gross margin, trade spend, logistics costs, and net profitability.
- Identify drivers of customer profitability and recommend actions to improve financial outcomes.
- Support annual planning, forecasting, and month-end performance reviews for key customers and channels.
- Business Partnership
- Support customer business reviews by providing financial insights and profitability assessments.
- Analyze new business opportunities and customer investments to ensure alignment with profitability objectives.
- Auxiliary in developing customer-specific strategies to improve revenue, margin, and return on investment.
- Reporting & Analytics
- Prepare and communicate monthly, quarterly, and annual customer financial performance reports.
- Develop dashboards and analytical tools to improve visibility into customer profitability metrics.
- Conduct ad hoc analyses to support commercial and executive decision-making.
- Ensure data accuracy and consistency across customer financial reporting.
- Financial Planning & Controls
- Support budgeting and forecasting processes related to customer revenue, trade spend, and profitability.
- Monitor financial performance against plans and identify risks and opportunities.
- Auxiliary in the development and enhancement of financial models, processes, and reporting capabilities.
What You Bring To The Table
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
- 6-10+ years of experience in Finance, FP&A, Commercial Finance, Customer Finance, Revenue Management, or related analytical roles.
- Experience in Consumer Packaged Goods (CPG), Food & Beverage, Retail, or related industries preferred.
- Strong understanding of customer P&Ls, gross-to-net analysis, trade spend, and profitability drivers.
- Advanced Excel skills; experience with Power BI, Anaplan, or similar analytics tools preferred.
- Strong financial modeling, analytical, and problem-solving abilities.
- Excellent communication skills with the ability to present insights to cross-functional stakeholders.
Location and Travel
The position will be based onsite in Walnut Creek, CA. We strongly believe in the power of culture and community and have a hybrid work structure with 4 days in the office on a weekly basis to encourage collaboration and personal connections that will allow us to better serve our customers and consumer and to have more fun. Fridays are flex days with employees having the opportunity to choose to be either in the office or to work from home based on what makes most sense for them.
Pay Transparency
The expected starting salary range for this role is $160,000-$180,000 per year. We may ultimately pay more or less than the posted range based on the location of the role. The amount a particular employee will earn within the salary range will be based on factors such as relevant education, qualifications, performance and business needs.