Sales Financial Analyst with CPG or Retail Experience
Toronto location / hybrid work model
80 - $90k plus bonus and great benefits
This position is a blend of accounting and data analysis supporting the sales and promotions function of a thriving organization.
The hot buttons for this position :
University degree within Accounting and Finance
Strong data analysis experience
Build financial dashboards that enhance corporate reporting and insights
Modelling and extracting (and verifying) data from multiple source points to provide insights and forecasts
Assisting in planning and forecasting within the sales, promotions, distribution and client channels
Substantial experience designing dashboards that drive efficiency while providing key insights into the business
Advanced technical skills with Excel, Tableau, PowerBI or other data visualization tools
Financial Analysis or data analysis experience from Consumer-Packaged Goods or retail industry
Excellent communication skills - able to develop strong relationships through your client group
PURPOSE OF THE JOB
Reporting into the Finance Manager, the Senior Financial Analyst will assist in planning, reporting and analysis for all sales and promotions investments in the Off and On premise channels within the company. This person will work alongside the sales and Distribution teams as well as with all organization levels to deliver insights and solutions to the Distribution and Sales budget. The Senior Financial Analyst will act as a business partner for leadership of the sales department’s and will be responsible for performing analysis and providing recommendations to the Trade Finance Manager.
KEY RESPONSIBILITIES
BUSINESS PARTNERSHIP
Acts as a contact for the business owners and can challenge them when necessary.
Works closely with the various contacts, has a service mentality but also challenges them, asks questions, gives suggestions and insights.
Supports the Business Managers in budget reallocations and ensure overall budget adherence.
Prepares scenarios and simulations with the input from the budget owners and models the impact.
Performs ad hoc calculations and insights to drive performance with the business.
Administrate the coordination of the of distributor billback allocations and postings.
MONTH END CLOSING
Verifies and codes expense recognition.
Assists in the monthly accrual process to ensure adequate expense recognition and determine any budget risks
Ensures the reconciliation of systems (SAP / BI / Hyperion).
REPORTING AND ANALYSIS
Supports the Finance Manager in preparation and continuous development of the management reporting package.
Reports actual figures versus latest plan with full and detailed analysis of results and high-quality reporting to business owners.
Improve customer profitability reporting capabilities leveraging this reporting to support with simulations for new investment opportunities.
Integrate multiple sources of data into understandable data for the sales team.
PLANNING AND FORECASTING
Assist in the Business Plan / Revised Estimate data collection and data entry.
Supports the budget owners during the planning process.
Prepares year-to-go best estimates to avoid risk as much as possible and assists in variance analysis.
Ensure costs are properly loaded into controlling systems.
EXPERIENCE & KNOWLEDGE REQUIRED
EDUCATION REQUIRED
Bachelor’s degree in Accounting or Finance from an accredited college or university
CPA is an asset.