POSITION TITLE

Senior Financial Analyst - Sales Finance

LOCATION

Orrville, OH

POSITION SUMMARY

This role acts as the financial representative for Field Sales for a given set of customers and partners closely with SBA/CCB Finance to ensure accurate and timely Plan and Forecasts. The Sr. Analyst, Sales Finance is responsible for providing objective financial analysis, insights and guidance to the Sales Organization for assigned customers. The person in this role will provide financial visibility and decision support to help the team achieve JMS and retailer sales and profit objectives. S(he) will lead financial aspects of Customer Planning and forecasting inclusive of assessing reasonableness of volume and trade assumptions. Sales Finance leads regular reviews of customer financial plans & forecasts, trade & intro spending, customer P&Ls and customer level promotional ROI trends. The role also partners closely with the CCB teams and SBA Finance on incremental opportunities and business scenario analysis.

KEY RESPONSIBILITIES

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  Financial Analysis and Insights

  
  
  
  

  • Customer Financial (P&L) analysis - review actual and forward-looking results/insights with Sales

  
  

  • Understand retailer financial performance (external) and how it aligns to JMS performance at given customers

  
  

  • Analyze investment decisions at a customer level related to product mix, trade (ROI), new item entry (payback)

  
  

  • Support JBP/contract negotiations and ensure agreements are properly reflected in CAS (trade system) and the financial forecast

  
  

  • Provide Sales teams insights relative to broader JMS customer financial performance

  
  

  • Maintain a working understanding of brand strategy to ensure Sales executes within guidelines

  
  

  • 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 retailer financial opportunities inclusive of topline, investment (trade & other) and cost opportunities

  
  
  
  

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  Actuals, Planning, and Forecasting

  
  
  
  

  • Lead forecast discussions with sales team to ensure understanding of financial results & outlook (i.e. business reviews)

  
  

  • Complete actual and forecast reporting/insights for assigned customers, inclusive of articulating risks and opportunities

  
  

  • Lead financial aspects of Annual Planning for assigned customers (ensure current strategies and contracts are reflected)

  
  

  • Support financial requests (i.e. customer analysis for Sales/Finance Leadership, Audit and Investor Relations)

  
  

  • Maintain understanding of the Company plan, forecast and close process and how brand, customer, and corporate planning cycles interact

  
  

  • Create financial outlook for the customer, SBA, and broader company for given P&L lines

  
  

  • Partner with Sales to ensure accuracy of Trade accrual and forecast inclusive of reconciliation process

  
  

  • Partner with Sales, Sales Ops and CCB to ensure compliance to trade policy and other financial policy guidelines

  
  

  • Develop and utilize robust understanding of CAS trade system to ensure financial integrity of the system

  
  
  
  

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  Process Analysis and leadership

  
  
  
  

  • Interpret how changes in brand or customer pricing/promotion structure will impact customer and brand profitability accordingly

  
  

  • Interpret how launches of new items or SKU optimization(s) will impact the customer's list $' and profit; assess the need for supporting funds

  
  

  • Process improvement, report simplification, analytics enhancements (i.e. Spotfire)

  
  

  • Partner with RGM as needed to review and understand funded trade rates

  
  
  
  

SELECTION CRITERIA

Education

• Bachelor's degree in Accounting or Finance is required

• MBA or CPA or CMA is preferred

Experience

• Minimum of 3 years' financial analysis experience is required




• Proven ability to work independently and as part of a cross-functional team




• Quantitative data analysis




• CPG experience is preferred




• Trade management and/or Revenue Growth Management (RGM) experience is preferred




• Sales Finance or Brand Finance experience is preferred

Other

• Strong communication skills, concise




• Deadline oriented




• Attention to detail/accuracy




• Develop and maintain relationships




• Effectively and efficiently use financial and trade systems




• Ability to maintain objectivity




• Excel knowledge




• Understanding of Income Statement




• Hyperion, Spotfire, Trade Management system(s), Oracle




• Project Management experience

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