Lead financial aspects of Customer business reviews, annual planning, and monthly forecasting.
Function as a financial advisor to the field sales team by enabling delivery of top and bottom-line results and proactively providing guidance for gap-closure activities.
Support the accuracy of month/quarter/year-end accruals by working with Sales and assisting the trade audit team.
Support month-end reporting & ad hoc activities/requests including incremental opportunities analysis, customer negotiation support, etc.
Ensure contractual obligations are reflected in plan and forecast and that the Sales organization is executing brand strategies within guidelines and adhering to Company financial policies.
Lead continuous efforts to ensure best-in-class customer profit model, streamline processes, and sharing best practices across team and organization.
Provide customer insights and financial updates to the SBA finance team(s) to align customer and brand objectives and enable understanding of business drivers.
Develop human capital and organizational capability through education and development.

Bachelor’s degree in Accounting or Finance
4 years of financial analysis experience in two or more disciplines
Financial planning and forecasting ownership
Strong fundamental knowledge of promotional strategies, retailer structure, trade funds management systems, financial planning systems
Proven ability to effectively lead team members and cross-functional groups
Highly organized and highest standards of accuracy and precision
Analytical and problem-solving skills
Strong communication and relationship building skills
MBA, CPA, CMA, or other advanced degree or certification

Lead Analyst, Sales Finance

Key skills