Senior Analyst, Customer Finance

Kinder's•Walnut Creek, CA

6d•Hybrid

About The Position

The Senior Analyst, Customer Finance delivers customer-level financial insights to drive profitable growth and support strategic decisions. Supporting both Senior Managers of Customer Finance, this role works with Sales, Sales Planning, Trade Finance, and Financial Planning on customer P&Ls, trade investment scenario planning and ROI, and related reporting and planning. The analyst translates customer and trade data into clear analyses and recommendations while balancing priorities across two managers and their account teams. This is a hands-on, technical role in a newly established function, with an opportunity to help build its tools, templates, and reporting. The position is based onsite in Walnut Creek, California, with a hybrid structure requiring four office days each week. Fridays are flexible, allowing employees to choose to work in the office or from home. The expected starting salary range is $115,000–$125,000 per year. Actual pay may vary based on location, education, qualifications, performance, and business needs. Benefits may include paid time off, a 401(k), bonus or incentive eligibility, equity grants, competitive health benefits, and family-friendly benefits, including parental leave; availability depends on eligibility.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
At least 3 years of experience in Finance, FP&A, Commercial Finance, Customer Finance, Trade Finance, or related analytical roles.
Understanding of customer P&Ls, gross-to-net analysis, trade spend, and profitability drivers.
Expertise in Excel, advanced understanding of VBA, and proficiency with Power Query and Power BI.
Ability to organize, reconcile, and analyze large datasets from multiple sources.
Strong financial modeling, analytical, and problem-solving abilities.
Strong communication skills and ability to translate analysis into clear recommendations for nonfinancial audiences.
Ability to support multiple managers and account teams simultaneously, balance competing requests, and communicate clearly about timing and trade-offs.
Curiosity and willingness to use automation and approved AI-enabled tools responsibly to improve productivity and analysis.

Nice To Haves

Experience in Consumer Packaged Goods, Food & Beverage, Retail, or related industries.
Experience with promotional or trade ROI analysis, including baseline versus incremental volume.
Experience with Anaplan or similar tools.

Responsibilities

Build, maintain, and analyze customer-level P&Ls, including net revenue, gross-to-net, trade spend, logistics costs, and net profitability.
Analyze customer profitability drivers and support recommendations to improve financial outcomes.
Compare customer performance with plan and prior year, explain results, and identify P&L blind spots with recommendations for the Senior Managers.
Prepare monthly, quarterly, and annual customer financial performance reports.
Build and maintain dashboards and automated reporting tools using advanced Excel, Power Query, Power BI, VBA, and approved AI-enabled tools.
Complete ad hoc analyses for commercial and executive decision-making.
Extract, reconcile, and validate data from multiple sources to ensure accurate and consistent customer reporting, including reconciliation with Trade Finance.
Build trade investment scenario models, including baseline versus incremental volume and ROI, using Trade Finance methodology and rate guardrails.
Support incremental funding requests by preparing margin and ROI analysis, sharing recommendations, and tracking decisions and outcomes.
Track actual results of approved investments against plan and prepare post-event ROI analysis.
Monitor compliance with contracted trade terms and approved funding, and work with the Senior Managers, Trade Finance, and Sales to resolve issues.
Partner with Sales, Sales Planning, Trade Finance, and Financial Planning on customer analysis, trade investment, and financial targets.
Prepare financial materials for customer business reviews, including profitability assessments.
Analyze new business opportunities and customer investments for alignment with profitability objectives.
Support annual budgeting and forecasting for customer revenue, trade spend, and profitability.
Help align volume forecasts and trade spend with Sales Planning.
Monitor performance against plan and help improve financial models, processes, and controls.