About the role

  • Lead Analyst in Sales Finance for Food & Beverage, advising Walmart and Sam's Club on financial decisions. Responsibilities include financial plans, forecasts, and collaboration with field sales.

Responsibilities

  • 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.

Requirements

  • 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

Benefits

  • Health insurance
  • Retirement plans
  • Paid time off

Job title

Lead Analyst, Sales Finance

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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