Senior Financial Analyst - Sales
About The Position
The Senior Financial Analyst - Sales is a key member of the Finance Department and reports to the Finance Manager - Sales. The role owns day-to-day Foodservice and National Account pricing, supports Retail pricing, and manages the processing and validation of trade spend deductions. Focus areas include weekly Foodservice base pricing; weekly and bi-weekly customer formula pricing; monthly Foodservice special pricing; National Account and Compass/Foodbuy pricing; trade spend deductions and accruals; and implementation of the Confido trade promotion management (TPM) system. The analyst partners with Sales, Customer Service, Operations, and IT to ensure pricing is accurate across Salesforce and Canopy, trade dollars are validated against contracts, and pricing and trade processes are documented and increasingly automated. The position also supports month-end accruals, customer profitability and pricing analysis, promotional program reviews, and process improvement.
Requirements
- Bachelor’s degree in finance, accounting, or an analytics-based field.
- At least 5 years of experience in finance roles at CPG companies, with trade experience across both Retail and Foodservice customers.
- Advanced Microsoft Excel skills.
- Ability to work independently and proactively develop solutions with minimal guidance.
- Ability to analyze complex problems and make decisions in a timely manner.
- Strong organization and attention to detail, with the ability to work quickly and accurately and consistently meet deadlines.
- Willingness to learn and ability to adapt and balance competing priorities in a fast-paced work environment.
- Strong verbal and written communication skills.
- Strong interpersonal skills and ability to collaborate on cross-functional teams.
Nice To Haves
- Understanding of accounting principles.
- Experience with Salesforce and Power BI.
- Experience with an ERP system and the Confido TPM system.
Responsibilities
- Prepare weekly Foodservice price loads by distributor and distribution center, and ensure pricing flows correctly from Salesforce to Canopy for accurate customer invoicing.
- Own and manage weekly or bi-weekly customer formula pricing using USDA/Urner Barry (Expana) market data, and distribute pricing to customers, Sales, and Customer Service.
- Manage pricing across key customers with different update cadences, including monthly Foodservice special pricing and National Account and Compass/Foodbuy pricing.
- Process and validate trade spend deductions and billbacks against Salesforce contracts and promotions, and prepare and upload trade spend templates to Salesforce.
- Review rebate, billback, and GPO invoices against contract rates before approval for Accounts Payable processing.
- Monitor the Trade Spend inbox and customer portals for deduction documentation; contact the appropriate RSM, broker, or distributor regarding deductions without pre-authorized promotions and pursue repayment of invalid deductions.
- Partner with the deduction recovery provider to review and dispute invalid deductions.
- Serve as a key user and stakeholder in the Confido TPM implementation, including promotion uploads, directory and route-to-market setup, and clearing deductions.
- Document Confido system issues and data gaps, and follow up with Confido, IT, and Sales to resolve them.
- Review deduction claims for compliance with agreements and contact RSMs to determine whether deductions without pre-authorized promotions are valid.
- Analyze customer accruals and deductions in depth and recommend actionable plans to support financial targets.
- Update trade accrual files each period, including rates, volume, and formulas, and support booking the trade accrual.
- Analyze customer accruals versus deductions and flag variances to Finance leadership.
- Create and maintain SOPs for pricing, trade, and reporting processes, including template and file locations, to support backup coverage.
- Manage copacker profitability, analyze Retail sales data to inform Retail pricing, and analyze pricing architecture.
- Identify and implement automation to reduce manual work in pricing and trade.
- Review promotional programs to assess profitability and recommend ways for Sales to improve returns.
Benefits
- Bonus incentive eligibility.
- PTO, Safe & Sick Time, and paid holidays.
- Medical, vision, and dental benefits.
- HRA and voluntary disability benefits.
- 401(k) with employer match.
- Life insurance.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
