Senior Analyst, Customer Finance

Kinder's•Walnut Creek, CA

6d•$115,000 - $125,000•Hybrid

About The Position

The Senior Analyst, Customer Finance delivers customer-level financial insights that drive profitable growth and support strategic decision-making. Supporting both Senior Managers of Customer Finance, this role partners with Sales, Sales Planning, Trade Finance, and Financial Planning. The position covers customer P&Ls, trade investment scenario planning and ROI, and related reporting and planning support. It turns customer and trade data into clear analysis and recommendations while balancing priorities across two managers and their account teams. As a hands-on, technical role in a new function at Kinder’s, it helps build the tools, templates, and reporting needed for customer finance. The position is based onsite in Walnut Creek, California, with a hybrid work structure requiring four office days each week; Fridays are flexible and may be worked in the office or from home.

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 responsibly use automation and approved AI-enabled tools 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.
Bridge customer performance against plan and prior year and explain the drivers of results.
Identify P&L blind spots and present clear recommendations to 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 to support 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 scenario models for proposed trade investments, including baseline versus incremental volume and ROI, using Trade Finance’s 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 analyses.
Track 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 to align 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 keep volume forecasts and trade spend aligned with Sales Planning.
Monitor performance against plan and help improve financial models, processes, and controls.