Financial Analysis Manager - CPD

Sargento Foods•Plymouth, WI

About The Position

The Financial Analysis Manager – CPD serves as a financial partner to commercial and cross-functional leaders, turning complex data into actionable insights that strengthen decisions, improve profitability, and support sustainable growth. The role partners with commercial leadership to evaluate opportunities, challenge assumptions, assess trade-offs, identify risks and opportunities, and recommend actions that improve business performance. The manager leads the annual SKU optimization process and the FP&A component of Customer Segmentation, and evaluates new distribution opportunities through financial modeling. The position also works with Sales, Marketing, Trade, Supply Chain, R&D, and Innovation leaders to assess product assortment, pricing, promotional funding, business opportunities, and new product development. It advances scenario planning and decision support, delivers forward-looking recommendations, assesses investment and promotional strategies, and improves FP&A processes and reporting. Sargento is a family-owned company with more than 2,400 employees and net sales of $1.8 billion. It is based in Plymouth, Wisconsin, and manufactures and markets natural cheese products, ingredients, and sauces.

Requirements

Bachelor’s degree (B.A.) from a four-year college or university.
Minimum of five years of financial analysis experience.
Relevant experience in financial planning and analysis, commercial finance, or a related financial discipline.
Experience with budgeting, forecasting, financial reporting, financial modeling, and variance analysis.
Proficiency in Microsoft Excel and the remaining Microsoft Office suite applications.
Ability to translate complex financial data into clear, actionable business recommendations.
Business acumen and ability to influence senior leaders, constructively challenge assumptions, and bring a financial perspective to strategic decisions.
Team-oriented approach and ability to engage, collaborate with, and influence cross-functional partners.
Strong analytical capabilities and ability to connect financial performance, commercial strategy, and business opportunities.

Nice To Haves

CPA and/or MBA.
Supervisory experience.
Experience within consumer packaged goods (CPG), food manufacturing, or a related industry.
Advanced expertise in Excel.
SAP experience, including Analysis for Office.

Responsibilities

Partner with commercial leadership to evaluate growth opportunities, challenge assumptions, assess trade-offs, identify risks and opportunities, and recommend actions to improve business performance.
Lead the annual SKU optimization process, identifying low-margin or inefficient products and recommending pricing actions, cost savings, or discontinuation strategies to CPD Leadership.
Drive the FP&A component of Customer Segmentation by using key performance indicators to categorize customers and inform prioritization of relationships, investments, and resources.
Evaluate new distribution opportunities through financial modeling.
Partner with Sales, Marketing, and Trade to determine product assortment, pricing, and promotional funding while aligning customer and product margins with corporate strategy.
Partner with Marketing, Sales, Supply Chain, R&D, and Innovation leaders to build and evaluate business opportunities and new product development through financial modeling and commercial analysis.
Advance scenario planning and decision support by streamlining financial models and clarifying the impact of changing assumptions.
Deliver forward-looking insights and recommendations to support short- and long-term financial objectives.
Assess investment, pricing, and promotional strategies proposed by Sales, Marketing, and Trade, communicate net financial impact, and identify opportunities to strengthen results.
Continuously improve FP&A processes, streamline reporting, and create capacity for value-added analysis, strategic insights, and business partnership.