Job Summary:
The Senior Financial Analyst - Sales plays a critical role within the Finance Department reporting to the Finance Manager - Sales. The role owns the day-to-day execution of Foodservice and National Account pricing, supports Retail pricing, and manages the processing and validation of trade spend deductions. Specific areas of focus are weekly foodservice base pricing, weekly and bi-weekly customer formula pricing, monthly foodservice special pricing, National Account and Compass/Foodbuy pricing, trade spend deductions and accruals, and the implementation of the Confido trade promotion management (TPM) system. A key component to success in this role is partnering with Sales, Customer Service, Operations, and IT to ensure pricing is accurate across Salesforce and Canopy, trade dollars are validated against contracts, and pricing and trade processes are documented and increasingly automated.
Essential Job Functions:
The essential job functions of this position include, but are not limited to, the following:
Pricing
- Pricing across key customers with different cadences of updates
- Prepare weekly foodservice price loads by distributor/DC and ensure pricing flows correctly from Salesforce to Canopy for accurate customer invoicing
- Own and manage weekly/bi-weekly customer formula pricing using USDA/Urner Barry (Expana) market data, and distribute pricing to customers, Sales, and Customer Service
Trade Spend & Deductions
- Process and validate trade spend deductions and billbacks against Salesforce contracts and promotions; prepare and upload trade spend templates to Salesforce
- Review rebate, billback, and GPO invoices against contract rates before approval for AP processing
- Monitor the Trade Spend inbox and customer portals for deduction backup; contact the appropriate RSM, broker, or distributor on deductions with no pre-authorized promotion and pursue repayment of invalid deductions
- Partner with the deduction recovery provider to review and dispute invalid deductions
Trade Promotion Management (Confido)
- Serve as a key user and stakeholder in the Confido TPM implementation, including promotion uploads, directory/route-to-market setup, and clearing deductions
- Document system issues and data gaps, and follow up with Confido, IT, and Sales to drive resolution
- Review deduction claims to ensure rebates/allowances are in compliance with agreements. Contact the RSM for deduction with no pre-authorized promotion to determine if valid or not.
- Provide in-depth analysis of customer accruals and deductions and recommend actionable plans to support delivery of financial targets
Month-End Close & Accruals
- Update trade accrual files each period, including rates, volume, and formulas, and support the booking of the trade accrual
- Provide analysis of customer accruals versus deductions and flag variances to Finance leadership
Analysis & Process Improvement
- Create and maintain SOPs for all pricing, trade, and reporting processes, including template and file locations, to support backup coverage
- Managing profitability of copackers, retail sales data analytics to inform retail pricing, and analyze pricing architecture
- Identify and implement automation to reduce manual work in pricing and trade
- Review promotional programs to understand profitability and make recommendations to sales to improve returns
Qualifications/Requirements:
- Bachelor's degree, finance, accounting or analytics-based field
- 5+ years of experience in finance roles at CPG companies of trade across both retail and foodservice customers
- Understanding of Accounting Principles preferred
- Advanced MS Excel skills required
- Experience with Salesforce and Power BI; ERP and TPM system (Confido) preferred
- Ability to work independently, and proactively develop solutions with minimal guidance
- Capacity to analyze complex problems and make decisions in a timely manner
- Highly organized and attentive to detail, with the ability to work quickly and accurately and to consistently meet deadlines
- Willingness to learn and ability to adapt and balance competing priorities in a fast-paced work environment
- Strong verbal and written communication skills
- Strong interpersonal skills, with the ability to work collaboratively and on cross-functional teams
What We Offer- The expected compensation for this role is $91,000 - $110,000 per year, depending on experience and qualifications. Final compensation will be discussed during the interview process.
- Bonus Program: This position is bonus incentive eligible.
- Time Off: PTO, Safe & Sick Time, and Paid Holidays.
- Health Benefits: Medical, vision, dental, HRA and voluntary disability benefits.
- Financial Benefits: 401(k) + employer match and life insurance.
- Location: This is an on-site role located in East Rutherford, NJ.
