Position will provide financial guidance around: customer account planning, monthly reporting on progress toward annual objectives, variance analysis, and resolution of financial challenges with insights into profit and revenue drivers.

Services provided will include proactively assisting customer teams in managing their P&Ls, analyzing promotional spending opportunities, compliance with internal controls and facilitating discussions of customer financial issues.

This individual will interact with Senior Directors, Directors and Managers in Finance, Sales, Marketing, and Operations, and will work closely with Customer Sales Executives, Sales Planning, Supply Chain and Global Shared Services personnel.

Provides data and insights to the Selling organization to enhance decision support.

This position requires personal leadership, a “can do attitude” toward achieving sales plans and targets, initiative, and frequent cross-functional teamwork.

Time %

Summary of major duties:

1.

30

Financial Analysis and Customer P&Ls:

• Provides analysis, commentaries, and supporting schedules that detail and summarize the financial performance of customers supported;
• Provides portfolio financial support and guidance around variances;
• Consults customer teams on actions that they may take to improve their financial results (i.e., Net Sales, Sales Activity Margin, etc);
• Provides direction in managing budgets associated Trade, RD&As, DMEs, and Selling Expenses. Examples may include: solutions to minimize customer waste and tactical action plans for increasing the efficiency of Trade and DME investments; and
• Provide timely and accurate analytics to support actionable business decisions.

2.

25

System and Data Analysis Expert:

• Partners with CSE’s to help them improve their skill set as it relates to PlanEx Customer Sales and Trade Planning;
• Provides Tradewinds technical and process support to Sales Teams;
• Maintains familiarity of significant customer related investments, including trade promotions, waste, customer specific direct marketing expenses and various selling expenses;
• Performs various analyses on trade spending, profitability, consumer takeaway and sales trends;
• Utilizes available data from PlanEx, IRI, and SAP to provide meaningful insights to Customer Sales Teams; and
• Leverages system tools to compile data into actionable formats that influence smart decisions.

3.

25

Sales & Trade Planning:

• Influence sales partners’ on-going estimate processes and ensure their understanding and consideration of key factors that may impact their estimates;
• Assist customer teams to build their annual and strategic plans;
• Collaborate with Sales Finance leadership and Sales leadership to highlight customer investment opportunitiesand efficiencies; and
• Works with customer teams to help them to improve the accuracy of their periodic sales and trade estimates through insightful questions and analysis.

4.

10

Special Projects, Coaching, Mentoring and Training:

• Participates in initiatives to develop and advance CSE’s skill set as it relates to sales and trade planning;
• Supports Sales Planning teammates to provide PlanEx technical training as necessary;
• Coaches new hires & interns on processes & systems necessary to perform their role; and
• Participates on special projects as assigned by Department leadership.

5.

10

Accounting Close Process:

• Participates in monthly, quarterly and year-end accounting close processes focusing on accuracy of trade accruals;
• Facilitates discussions with Sales teams to ensure appropriate focus and follow-up on topics such as waste and deductions;
• Ensures accounting data is valid and that all periodic reporting requirements are met; and
• Ensures customer teams understand their responsibilities around accounting policies and internal controls.

Education:

BA/BS in Finance, Accounting, Business Administration, Marketing or Equivalent.

Experience:

Minimum Three (3) Years experience in Sales Finance, Marketing Finance, Financial Planning and Analysis.