The Senior Analyst, Sales Finance is responsible for assessing the financial return of the company's sales programs and trade promotions. The role accounts for program spend, tracks performance by customer and brand, and provides the Sales team with the analysis it needs to make informed decisions. The role reports to the Director, Sales Finance and works closely with Sales, Finance, and Supply Chain. The analyst will also play an active role in the company's transition to Visualfabriq, its new trade promotion management system, helping establish how trade spending is planned, tracked, and measured.
Key Responsibilities
Sales Program Accounting & Trade Promotion Management
• Account for, track, and reconcile customer sales programs and trade promotions.
• Review program spending against budget and forecast, and promptly escalate variances and anomalies.
• Support the Visualfabriq implementation from a finance perspective, including data validation, reporting, and post-implementation financial controls.
• Investigate and resolve trade deduction and promotional spending issues in partnership with Sales and Accounts Receivable, including obtaining program backup
Sales Program Analysis & Financial Planning
• Evaluate proposed programs for expected ROI and margin impact, and conduct post-program reviews to assess results against plan.
• Assess promotional effectiveness and recommend where trade investment can be redirected for greater return.
• Support budgeting and forecasting across channels, brands, and customers.
• Track revenue and margin against budget, forecast, and prior year, and clearly explain key variances.
• Develop and maintain reports and dashboards that support Sales and Finance decision-making.
Cross-Functional Collaboration & Continuous Improvement
• Partner with Sales, Finance, and Supply Chain to ensure financial information is accurate and timely.
• Identify opportunities to strengthen controls, improve data quality, and streamline reporting.
• Provide ad hoc analysis and support special projects as needed.
Qualifications & Experience
Required Qualifications
• Bachelor's in Finance, Accounting, Business Administration, or a related field.
• 4-6 years of progressive experience in financial analysis, sales finance, commercial finance, accounting, or a related discipline.
• Strong analytical skills and attention to detail, with experience in profitability, margin, and variance analysis.
• Advanced Excel skills and experience with ERP systems and large datasets.
• Ability to communicate financial results clearly to non-finance stakeholders.
• Ability to manage multiple priorities and work independently.
Preferred Qualifications
• Experience in CPG, food manufacturing, or a related industry.
• Experience with trade promotion management or trade spend analysis; experience with Visualfabriq, Vividly, strongly preferred.
• Experience with SAP and business intelligence or reporting tools such as Power BI.
