What are the responsibilities and job description for the Senior Analyst, Sales Finance position at The J.M. Smucker Company?
Your Opportunity as the Senior Analyst, Finance
Guide our Sales Organization through providing insights and financial analysis to drive optimum profits. Lead customer planning and forecasting inclusive of assessing reasonableness of volume and trade assumptions. Lead regular reviews of customer financial plans & forecasts, trade & intro spending, customer P&Ls and customer level promotional ROI trends.
Location: Orrville, OH
Work Arrangements: Hybrid, 30% in office expectation (every Tue and every other Thurs)
In this role you will:
Financial Analysis and Insights
Customer Financial (P&L) analysis - review actual and forward-looking results/insights with Sales
Understand retailer financial performance (external) and how it aligns to JMS performance at given customers
Analyze investment decisions at a customer level related to product mix, trade (ROI), new item entry (payback)
Support JBP/contract negotiations and ensure agreements are properly reflected in CAS (trade system) and the financial forecast
Provide Sales teams insights relative to broader JMS customer financial performance
Provide cross-functional support to constituents (Sales, CCB, SBA Finance) by sharing fact-based financial perspective to inform business decisions
Identify and articulate key drivers of results and forecasts; provide visibility and guidance on trends to improve accuracy
Proactively identify retailer financial opportunities inclusive of topline, investment (trade & other) and cost opportunities
Actuals, Planning, and Forecasting
Lead forecast discussions with sales team to ensure understanding of financial results & outlook (i.e. business reviews)
Complete actual and forecast reporting/insights for assigned customers, inclusive of articulating risks and opportunities
Lead financial aspects of Annual Planning for assigned customers (ensure current strategies and contracts are reflected)
Support financial requests (i.e. customer analysis for Sales/Finance Leadership, Audit and Investor Relations)
Maintain understanding of the Company plan, forecast and close process and how brand, customer, and corporate planning cycles interact
Create financial outlook for the customer, SBA, and broader company for given P&L lines
Partner with Sales to ensure accuracy of Trade accrual and forecast inclusive of reconciliation process
Partner with Sales, Sales Ops and CCB to ensure compliance to trade policy and other financial policy guidelines
Develop and utilize robust understanding of CAS trade system to ensure financial integrity of the system
Interpret how changes in brand or customer pricing/promotion structure will impact customer and brand profitability accordingly
Interpret how launches of new items or SKU optimization(s) will impact the customer's list $' and profit; assess the need for supporting funds
The Right Place for You
We are bold, kind, strive to do the right thing, we play to win, and we believe in a strong community that thrives together. Our culture is rooted in our, and we believe in supporting every employee by meeting their physical, emotional, and financial needs.
What we are looking for:
Minimum Requirements:
Bachelor's degree in Accounting or Finance
3 years' financial analysis experience
Quantitative data analysis experience
Trade management and/or Revenue Growth Management (RGM) experience
Attention to detail/accuracy
Intermediate or advanced Microsoft Excel skills
Understanding of Income Statement
Project Management experience
Financial forecasting experience
Additional skills and experience that we think would make someone successful in this role (not required):
MBA or CPA or CMA
Sales Finance or Brand Finance experience
Experience leveraging financial software like Hyperion, Spotfire, Trade Management system(s), Oracle
Learn More About Working at Smucker
Our Total Rewards Benefits Program
Our Thriving Together Philosophy Supporting All Impacted by Our Business
Our Continued Progress on Inclusion, Diversity and Equity
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The J. M. Smucker Company (the “Company”) is an Equal Opportunity Employer. No person will be discriminated against in hiring or in any other aspect of their employment on the basis of race, color, religion, sex (including pregnancy), age, national origin, ancestry, citizenship status, sexual orientation, gender identity or expression, transgender status, marital status, familial status, disability, genetic information, protected veteran/military status, or any other characteristic protected by applicable federal, state or local law.
