Lead Analyst, Sales Finance
About The Position
Lead as a trusted financial advisor to the Walmart, Sam’s Club, Dollar, and Wholesale sales teams (Food & Beverage) by identifying opportunities to execute against sales and profit objectives, influencing the sales organization to make informed, compliant, and profitable decisions, and proactively identifying a risk and opportunity profile. Lead regular reviews of customer financial plans & forecasts, trade spending, other sales deducts, customer P&Ls and customer level promotional ROI analysis. Leverage your forecasting and financial analysis skills to provide leadership to our Field Sales, Customer Commercialization (CC) and the Customer + Category Business Team (CCBT).
Requirements
- Bachelor’s degree in Accounting or Finance
- 4 years of financial analysis experience in two or more disciplines
- Financial planning and forecasting ownership
- Strong fundamental knowledge of promotional strategies, retailer structure, trade funds management systems, financial planning systems
- Proven ability to effectively lead team members and cross-functional groups
- Highly organized and highest standards of accuracy and precision
- Analytical and problem-solving skills
- Strong communication and relationship building skills
Nice To Haves
- Ability to work in a diverse and fast paced environment.
- Ability to make sound business decisions that have a positive impact on the company
- MBA, CPA, CMA, or other advanced degree or certification
Responsibilities
- Lead financial aspects of Customer business reviews, annual planning, and monthly forecasting.
- Includes leading aspects of sales and profit delivery by identifying and articulating key drivers of results and providing visibility and guidance on trends to support accurate forecasting.
- Function as a financial advisor to the field sales team by enabling delivery of top and bottom-line results and proactively providing guidance for gap-closure activities.
- Support the accuracy of month/quarter/year-end accruals by working with Sales and assisting the trade audit team (promotions setup accurately & according to contract, promo approval, scrubbing, burn rates, etc.).
- Support month-end reporting & ad hoc activities/requests including incremental opportunities analysis, customer negotiation support, etc.
- Ensure contractual obligations are reflected in plan and forecast and that the Sales organization is executing brand strategies within guidelines and adhering to Company financial policies.
- Support forecasting and promotion planning accuracy in CAS (trade management tool).
- Understand system connectivity for day 2 estimates, business results, and forecast outlook.
- Lead continuous efforts to ensure best-in-class customer profit model, streamline processes, and sharing best practices across team and organization.
- Provide customer insights and financial updates to the SBA finance team(s) to align customer and brand objectives and enable understanding of business drivers.
- Develop human capital and organizational capability through education and development.
Benefits
- competitive Total Rewards program
- supporting every employee by meeting their physical, emotional, and financial needs.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Number of Employees
1,001-5,000 employees
