Your Opportunity as the Senior Analyst, Finance
Become the financial expert and partner for our internal Sales Organization to help drive sales and profit objectives, and accurate analysis to drive business decisions. Leverage your consultative skills to provide Customer/Channel planning, forecasting, and financial trends of our customers.
Location: Orrville, OH
Work Arrangements: Hybrid, 30% in office expectation (Tue-Thur every other week)
In this role you will:
Financial Analysis and Insights
Provide Sales and other cross functional team with insights to channel/customer financial performance to inform business decisions.
Support contract negotiations and ensure agreements are properly reflected in our trade system and the financial forecasts.
Review actual and forward-looking results/insights with Sales.
Analyze investment decisions at a channel/customer level related to product mix, trade (ROI), new item entry.
Analyze investment decisions at a channel/customer level related to equipment placement and throughput evaluations.
Provide Sales teams insights relative to broader JMS customer financial performance.
Provide cross-functional support to constituents (Sales, CCB, SBA Finance) by sharing fact-based financial perspective to inform business decisions.
Identify and articulate key drivers of results and forecasts; provide visibility and guidance on trends to improve accuracy.
Proactively identify Channel/Customer financial opportunities inclusive of topline, investment (trade & other) and cost opportunities.
Actuals, Planning, and Forecasting
Lead forecast discussions with sales team to ensure understanding of financial results & outlook, as well as any risks and opportunities.
Lead financial aspects of Annual Planning for assigned channels/customers (ensure current strategies and contracts are reflected).
Maintain understanding of the Company plan, forecast and close process, and how brand, channel/customer, and corporate planning cycles interact.
Create financial outlook for the channel/customer and SBA for given P&L lines.
Partner with Sales to ensure accuracy of budgets, accruals, and forecast inclusive of reconciliation process.
Partner with RGM to develop and utilize robust understanding of our TELUS trade system to ensure financial integrity.
Partner with RGM and Sales to interpret how changes in brand or channel/customer pricing/promotion structure will impact channel/customer and brand profitability.
Partner with Sales to interpret how launches of new items or SKU optimization(s) will impact the channel/customer's profit; assess the need for supporting funds.
The Right Place for You
We are bold, kind, strive to do the right thing, we play to win, and we believe in a strong community that thrives together. Our culture is rooted in our Basic Beliefs, and we believe in supporting every employee by meeting their physical, emotional, and financial needs.
What we are looking for:
Minimum Requirements:
Bachelor's degree in Accounting or Finance
3+ years' financial analysis experience
Quantitative data analysis experience
Trade management and/or Revenue Growth Management (RGM) experience
Attention to detail/accuracy
Intermediate or advanced Microsoft Excel skills
Understanding of Income Statement
Project Management experience
Financial forecasting experience
Additional skills and experience that we think would make someone successful in this role (not required):
MBA or CPA or CMA
Sales Finance or Brand Finance experience
Experience leveraging financial software like Hyperion, Spotfire, Trade Management system(s), Oracle
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