Sr Financial Analyst, Sales

Position Overview

This position is the primary financial partner of a Regional Vice President (RVP) of Sales and the Region’s Sales team. The position helps set, implement and support the strategic plan for the assigned Sales team through the development of the annual strategic and operating plan. It also provides leadership and expertise regarding profitability, utilization of financial measures, spending control and optimization.

Responsibilities

• Provide leadership and financial training to all team members regarding customer and product profitability, trade spend optimization and TPM enhancements/rollouts.
• Develop and prepare volume/trade forecast on a monthly/annual basis, assess risks and opportunities and proactively develop plans to minimize exposure and maximize results.
• Lead monthly/quarterly business reviews and communicate trade budgets and strategies to senior management, finance and marketing.
• Develop, document and ensure adequate controls exist for the trade spending process including monitoring of TPM forecast accruals, planned spending and amounts available for planning for all customers in the region.
• Work closely with Sales Planning, Revenue Management, Customer Business Managers, and Sales Directors on national promotional plans to address competitive pressures and regional opportunities, including measurement and tracking of incremental sales programs and to provide region perspective during the national promotional planning process.
• Interpret and analyze customer specific requests from the sales field and partner to develop financial P&Ls, analytics, scenarios, and ROI metrics to allow for fact-based decision making related to customer requests.
• Support analytics can vary with request but can include, customer P&Ls, customer segmentation, customer ranking, profitability analysis, pricing impacts, and potentially ROM impacts.
• Effectively communicate and present customer specific requests to various levels of leadership for approval, including the financial impact and portability analysis of the requests.
• Provide insight and direction in the development of customer contracts, pricing and deal structures.

Required Qualifications

• Bachelor’s degree in Finance, Accounting or related field.
• 5+ years of experience in accounting / financial analysis.
• Must have an in-depth understanding of financial analysis techniques and the ability to work effectively across multiple functions of the organization.
• Strong process orientation and ability to bridge financial analysis to sales processes, providing actionable insights with meaningful recommendations.
• Able to work independently and use sound judgment.
• Sales finance and/or marketing finance experience including customer plans, customer contracts, trade funds and/or IRI data.
• CPG Experience
• Effective planning and organizational skills, very strong demonstrated analytical and problem-solving skills and strong Excel (financial modeling), Word and Power Point abilities.
• Excellent written and oral communication skills including the ability to present to senior management.