Senior Manager, Customer Finance

Kinder's•Walnut Creek, CA

14h•$160,000 - $180,000•Hybrid

About The Position

The Senior Manager, Customer Finance is responsible for delivering customer-level financial insights that drive profitable growth and support strategic decision-making. This role partners closely with Sales, Supply Chain, and FP&A to analyze customer profitability, customer P&Ls, trade investments, and cost-to-serve economics. The position serves as a key business partner by providing actionable recommendations to improve customer performance, optimize resource allocation, and enhance overall financial returns.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
6-10+ years of experience in Finance, FP&A, Commercial Finance, Customer Finance, Revenue Management, or related analytical roles.
Strong understanding of customer P&Ls, gross-to-net analysis, trade spend, and profitability drivers.
Advanced Excel skills
Strong financial modeling, analytical, and problem-solving abilities.
Excellent communication skills with the ability to present insights to cross-functional stakeholders.

Nice To Haves

Experience in Consumer Packaged Goods (CPG), Food & Beverage, Retail, or related industries preferred.
experience with Power BI, Anaplan, or similar analytics tools preferred.

Responsibilities

Develop, maintain, and analyze customer-level profit and loss statements.
Evaluate customer financial performance, including revenue, gross margin, trade spend, logistics costs, and net profitability.
Identify drivers of customer profitability and recommend actions to improve financial outcomes.
Support annual planning, forecasting, and month-end performance reviews for key customers and channels.
Support customer business reviews by providing financial insights and profitability assessments.
Analyze new business opportunities and customer investments to ensure alignment with profitability objectives.
Assist in developing customer-specific strategies to improve revenue, margin, and return on investment.
Prepare and communicate monthly, quarterly, and annual customer financial performance reports.
Develop dashboards and analytical tools to improve visibility into customer profitability metrics.
Conduct ad hoc analyses to support commercial and executive decision-making.
Ensure data accuracy and consistency across customer financial reporting.
Support budgeting and forecasting processes related to customer revenue, trade spend, and profitability.
Monitor financial performance against plans and identify risks and opportunities.
Assist in the development and enhancement of financial models, processes, and reporting capabilities.