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Lead Analyst, Sales Finance
The J.M. Smucker Co.. Lead financial aspects of Customer business reviews, annual planning, and monthly forecasting.
About the role
Key responsibilities & impact- Lead financial aspects of Customer business reviews, annual planning, and monthly forecasting.
- Function as a financial advisor to the field sales team by enabling delivery of top and bottom-line results and proactively providing guidance for gap-closure activities.
- Support the accuracy of month/quarter/year-end accruals by working with Sales and assisting the trade audit team.
- Support month-end reporting & ad hoc activities/requests including incremental opportunities analysis, customer negotiation support, etc.
- Ensure contractual obligations are reflected in plan and forecast and that the Sales organization is executing brand strategies within guidelines and adhering to Company financial policies.
- Lead continuous efforts to ensure best-in-class customer profit model, streamline processes, and sharing best practices across team and organization.
- Provide customer insights and financial updates to the SBA finance team(s) to align customer and brand objectives and enable understanding of business drivers.
- Develop human capital and organizational capability through education and development.
Requirements
What you’ll need- Bachelor’s degree in Accounting or Finance
- 4 years of financial analysis experience in two or more disciplines
- Financial planning and forecasting ownership
- Strong fundamental knowledge of promotional strategies, retailer structure, trade funds management systems, financial planning systems
- Proven ability to effectively lead team members and cross-functional groups
- Highly organized and highest standards of accuracy and precision
- Analytical and problem-solving skills
- Strong communication and relationship building skills
- MBA, CPA, CMA, or other advanced degree or certification
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisfinancial planningforecastingpromotional strategiestrade funds managementfinancial planning systemsaccrualscustomer insightsincremental opportunities analysisgap-closure activities
Soft Skills
leadershiporganizational skillsaccuracyanalytical skillsproblem-solving skillscommunication skillsrelationship buildingteam collaborationguidanceeducation and development
Certifications
Bachelor’s degree in AccountingBachelor’s degree in FinanceMBACPACMA