eClerx

Financial Planning and Analysis

• Effectively organizes and prioritizes pricing activity needs in assigned areas.
• Maintains a transactional relationship with the client's sales regarding re-classes.
• Supports audit functions, reviews results, corrects invoice data errors, and creates data files for JE as needed.
• Supports the adoption of finance principles throughout the organization.
• Implements updates in Anaplan for Distributor Support and Commerce budgets.
• Communicates promo goods spend & budgets available by pulling down data each month, updating summary tables, and communicating to sales.
• Performs functions in support of price planning, year-end accruals & monthly business reviews.
• Reviews Minnesota Wine Handling on a monthly basis with the distributor team and the client's leadership.
• Creates or modifies reporting and spreadsheets, or performs ad-hoc research and assignments as directed by the Manager of Sales Finance.
• Maintains monthly updates of Monthly / Quarterly Business Reviews.
• Works cross-functionally to support the delivery of the sales and customer OGSMs, embedding initiatives required in supporting functions.
• Effectively organizes and prioritizes activity in assigned areas
• Addresses business issues utilizing multiple sources of data
• Adapts, implements, and documents process improvements and provides recommendations for improved efficiencies and results.
• Maintains satisfactory attendance, including timeliness
• Responsible for understanding and complying with applicable quality, environmental, and safety & regulatory considerations. If accountable for the work of others, responsible for ensuring their understanding and compliance.

Senior FP&A Specialist