Job Title: Commercial Financial Analyst
Overview: We are looking for a skilled Commercial Financial Analyst with a strong background in financial analysis, particularly in working with executive leadership. The ideal candidate will have advanced skills in Excel, experience in developing and automating financial models, and a deep understanding of pricing strategies, inventory management, and performance monitoring.
Key Responsibilities:
- Collaborate with business units to prepare presentations for various high-stakes engagements such as trade shows and global negotiations.
- Work closely with FP&A and business teams to create proposals concerning pricing, discounts, and promotional funding.
- Oversee and validate promotional investments, rebates, and discounts, ensuring all documentation is properly maintained.
- Maintain and update the trade terms database, ensuring alignment across all systems and documentation.
- Monitor business performance against annual goals, identifying and flagging risks as necessary.
- Partner with supply chain teams to optimize the value of products, addressing risks, and finding new opportunities.
- Develop, improve, and maintain analytical tools and dashboards for effective decision-making.
- Participate in market visits and meetings to gather insights and identify business growth opportunities.
- Manage and input accurate pricing data into the ERP system, ensuring alignment with customer price lists.
- Coordinate pricing for new product launches, ensuring timely submissions and resolving discrepancies.
- Evaluate and report on the effectiveness of price promotions, offering actionable insights to management.
- Monitor market trends and competitor pricing to adjust strategies and optimize pricing plans.
- Conduct net sales analysis at the brand and customer levels to understand and communicate key performance drivers.
- Support the implementation and testing of pricing tools to ensure accuracy and effectiveness.
- Assist in preparing simulations for pricing changes, customer negotiations, and profitability analyses.
Inventory and Depletion Management:
- Manage the data reporting process, ensuring accurate depletion figures and working with business units to identify trends and risks.
- Use data on sales and product performance to evaluate the effectiveness of promotions.
- Conduct thorough analysis as needed, providing detailed reports to support business decisions.
Budgeting and Forecasting:
- Collaborate with FP&A to assist business units in volume planning and promotional activity budgeting.
- Provide key insights during the planning process, including trend analysis and promotional impacts.
- Document assumptions and prepare presentations for senior management on budgets, forecasts, and strategic planning.
- Participate in Sales & Operations Planning (S&OP) meetings to provide business insights.
Qualifications:
- Minimum of 2 years of experience in financial analysis, with a focus on reporting to executive leadership.
- Advanced Excel skills, including macros, pivot tables, and complex formula creation.
- Strong skills in creating and automating financial models and tools for efficient reporting.
- Deep understanding of database systems and integrations.
- Excellent analytical abilities, with a strategic mindset and strong leadership skills.
- Ability to work independently with minimal supervision, demonstrating initiative and entrepreneurial thinking.
