Lead Analyst, Sales Finance at J.M. Smucker

Orrville, Ohio, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Consumer Goods, Food & BeverageIndustries

Requirements

Bachelor’s degree in accounting or finance
4+ years financial analysis experience
Financial planning and forecasting ownership
Accuracy and attention to details
Experience leveraging financial and trade systems
Analytical and problem-solving skills
Strong communication/relationship building skills
Ability to organize information and prioritize tasks to meet deadlines
Strong Excel and PowerPoint skills
Ability to articulate the financial story, identify opportunities, drive change

Responsibilities

Lead forecast discussions with sales team to ensure understanding of financial results & outlook, as well as any risks and opportunities
Lead financial aspects of Annual Planning for assigned channels/customers (ensure current strategies and contracts are reflected)
Maintain understanding of the Company plan, forecast and close process, and how brand, channel/customer, and corporate planning cycles interact
Identify and articulate key drivers of results and forecasts; provide visibility and guidance on trends to improve accuracy
Create financial outlook for the channel/customer and SBA for given P&L lines
Partner with Sales to ensure accuracy of budgets, accruals, and forecast inclusive of reconciliation process
Partner with RGM to develop and utilize robust understanding of our TELUS trade system to ensure financial integrity
Partner with RGM and Sales to interpret how changes in brand or channel/customer pricing/promotion structure will impact channel/customer and brand profitability
Partner with Sales to interpret how launches of new items or SKU optimization(s) will impact the channel/customer’s profit; assess the need for supporting funds
Provide Sales and other cross functional teams with insights to channel/customer financial performance to inform business decisions
Review of actual and forward-looking results/insights with Sales
Analyze investment decisions at a channel/customer level related to product mix, trade (ROI), new item entry
Analyze investment decisions at a channel/customer level related to equipment placement and throughput evaluations
Support contract negotiations and ensure agreements are properly reflected in our trade system and the financial forecasts
Maintain a working understanding of brand strategy to ensure Sales executes within guidelines
Proactively identify Channel/Customer financial opportunities inclusive of top-line, investment (trade & other) and cost opportunities