Senior Analyst, Sales Finance

Your Opportunity as the Senior Analyst, Finance

Guide our Sales Organization through providing insights and financial analysis to drive optimum profits. Lead customer planning and forecasting inclusive of assessing reasonableness of volume and trade assumptions. Lead regular reviews of customer financial plans & forecasts, trade & intro spending, customer P&Ls and customer level promotional ROI trends.

Location: Orrville, OH

Work Arrangements: Hybrid, 30% in office expectation (every Tue and every other Thurs)

In this role you will:

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

• 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

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

• 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

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, 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

Learn More About Working at Smucker  

• Our Total Rewards Benefits Program

• Our Thriving Together Philosophy Supporting All Impacted by Our Business

• Our Continued Progress on Inclusion, Diversity and Equity

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