Keurig Dr Pepper

Senior Financial Analyst

Keurig Dr Pepper • $76K — $110K *
Frisco, TX 75034Hybrid
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 4-year degree; 5 years of trade marketing or sales experience in CPG; Finance or Accounting preferred.
  • Proficient in Excel for reporting and data analysis.
  • Experience with trade promotion management systems, particularly Demantra.
  • Familiarity with forecast, distributor, and sales data.
  • Strong analytical and interpersonal communication skills.
  • Organizational skills to meet strict deadlines.
  • Understanding of specialty coffee or beverage market is a plus.

Responsibilities

  • Guide and train Field Sales in implementing customer-specific and national promotional programs.
  • Provide ongoing support for accurate use of the Demantra TPM system by field sales.
  • Conduct training sessions on Demantra usage as needed by sales teams.
  • Lead review and utilization of promotional spend reports with field sales.
  • Develop and maintain key performance financial reports in Excel.
  • Ensure compliance and financial control within the Demantra TPM system.
  • Collaborate with various departments to optimize the Demantra system's efficiency.
  • Calculate and validate customer rebate calculations for large contracts.
  • Perform monthly reconciliation of planned versus actual trade spend.
  • Contribute insights to the monthly financial forecasting process.

Benefits

  • Medical, Dental, and Vision insurance options.
  • Disability coverage and paid time off, including parental leave and sick time.
  • 401k plan with company match.
  • Tuition Reimbursement for continuing education.
  • Mileage Reimbursement for travel-related expenses.
  • Annual performance-based bonus incentives.
Full Job Description
Job Overview:

The Sr Financial Analyst - Trade Finance provides support to the Sales and Finance teams to ensure effective management of trade spend within budgets and ensuring compliance in the Trade Promotion Management (TPM) system. The Sr Financial Analyst supports and monitors the Sales Teams' use of Demantra to ensure the most accurate trade spend estimates possible. The role will also be tasked with analysis of spend, identify optimization opportunities and collaborate with Finance leadership on total P&L management.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Provide trade management guidance and training to Field Sales in the effective implementation of customer specific programs and national promotional programs for customers. Act as the "hub" for trade Spend tracking, planning and monitoring.


  • Provide ongoing Demantra trade promotion management system guidance to field sales to ensure promotional spend is accurately captured and system tasks are managed.


  • Conduct Demantra software and usage training with field sales as needed.


  • Lead the review and utilization of promotional spend reports with field sales to ensure accurate financial liability accrual.


  • Develop and maintain financial reports in Excel on key performance indicators


  • Ensure adequate financial control and policy adherence in the Demantra TPM arena with the Sales Team


  • Collaborate with IT, Finance, Revenue Growth Management, Accounting and Sales to administer the Demantra TPM system as efficiently and effectively as possible.


  • Calculate and validate customer rebate calculations as necessary for large customer rebate contracts.


  • Perform reconciliation of planned trade spend with actual spend as part of monthly close process.


  • Provide input & insight to overall monthly financial forecasting process


Total Rewards:
  • Salary Range: $76,400 - $110,000
  • Actual placement within the compensation range may vary depending on experience, skills, and other factors
  • Benefits, subject to election and eligibility: Medical, Dental, Vision, Disability, Paid Time Off (including paid parental leave, vacation, and sick time), 401k with company match, Tuition Reimbursement, and Mileage Reimbursement
  • Annual bonus based on performance and eligibility

Requirements:

  • 4-year college degree and 5 years of trade marketing or sales experience in the Consumer Packaged Goods (CPG) industry. Prefer Finance or Accounting degree or specialization


  • Excellent reporting and data analysis skills in Excel


  • Experience with utilizing forecast data, distributor data, syndicated data and sales shipment information.


  • Experience with Trade Promotion Management systems (TPM -Demantra preferred) and TPO software preferred


  • Strong analytical, written, verbal and interpersonal skills.


  • Ability to work flexible hours.


  • Outstanding organizational skills to ensure tight deadlines are met both internally and externally.


  • Excellent communication skills, including written and presentation skills.


  • Ability and enthusiasm for acquiring new skills and knowledge.


  • Understanding of the specialty coffee market or beverage market is a plus.


  • Ability to uphold safety standards, participates in continuous process improvement on the job, and follow our manufacturing best practices.


  • Ability to get along with others, be punctual, and follow instructions.


  • Ability to follow Keurig Dr Pepper policies and procedures as well as our operating principles.

About Keurig Dr Pepper

Keurig is a beverage company that offers a variety of K-Cup pods and single-serve coffee makers. The company provides iced coffee brewers, cappuccino, and latte makers.

Keurig Dr Pepper Careers

Join the vibrant team at Keurig Dr Pepper, a leading beverage company in North America, where innovation, leadership, and diversity thrive. As a powerhouse in the beverage sector, Keurig Dr Pepper offers a plethora of job opportunities that cater to a variety of skills and career aspirations.

Work You’ll Do

At Keurig Dr Pepper, every position contributes to the company's success, from brewing innovation to market leadership. Our team is committed to fostering a culture of growth and professional development, making our company a perfect place for those who are driven to excel in their careers.

Explore Career Paths

Whether you're looking for an internship, full-time employment, or a leadership role, Keurig Dr Pepper provides a dynamic environment where your career can flourish. We are dedicated to hiring talented professionals who are eager to drive our mission of delivering high-quality beverages to consumers globally.

Innovate and Lead

Join a team where innovation is at the core of everything we do. Keurig Dr Pepper is home to a diverse group of forward-thinking professionals who are not only experts in their fields but are also leaders who inspire change and growth within the industry.

Diversity and Inclusion

At Keurig Dr Pepper, we believe diversity fuels innovation. Our commitment to diversity training ensures that all team members have the opportunity to thrive and contribute their unique perspectives. We strive to create an inclusive workplace where everyone feels valued and empowered.

Benefits and Culture

Our employees enjoy a range of benefits that support both their professional and personal lives. At Keurig Dr Pepper, you will find a supportive culture that values networking, leadership development, and a work-life balance. We invest in our employees through comprehensive benefits packages and continuous professional development opportunities.

Join Our Team

Search for open positions that match your skills and interests. Keurig Dr Pepper is always on the lookout for passionate, curious, and innovative team players. Explore the exciting employment and internship opportunities available and find out how you can contribute to our community of dedicated professionals.

Stay Connected

Keep up to date with the latest company news, career tips, and industry insights—all from the people who work here. Personalize your experience by subscribing to job alert emails, tailored to your preferences, and discover the rewarding career opportunities that await at Keurig Dr Pepper.

Apply Now

Ready to take the next step in your career? Submit your resume, prepare for your interview, and join a company that’s as committed to your career growth as you are. At Keurig Dr Pepper, we’re not just filling positions—we’re building leaders.

Keurig Dr Pepper Jobs

With a commitment to innovation, leadership, and diversity, Keurig Dr Pepper is more than just a beverage company—it's a place where you can make a difference. Join us in our journey to refresh the world and make a lasting impact.
Learn more about Keurig Dr Pepper
Size
27,500 employees
Market Cap
$51 billion
Industry
Food & Beverages
Net Income
$1.3 billion
Founded
1990
5 Year Trend
+14.5%
Revenue
$11.6 billion
NASDAQ
KDP
* Ladders Estimates

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