Finance

Privately held company with $3B in revenue is looking for a strong Finance Planning and Analysis Manager. 

 

1.       Establish and Monitor coding structures to ensure standardization of reporting

a.       Review HQ Trade Expenditures / Invoices  to ensure they are in-line with global / local controlling standards

b.       Periodic reviews of Business Unit Financials to ensure consistent application across all geographic regions

c.        Work with Finance Manager to incorporate automated checks in SAP to prevent coding errors

d.       Maintain coding standards and communicate changes to Field as required

 

2.       Establish periodic accruals for National Accounts

a.       Collaborate with Sales team on a regular basis to identify committed expenses

b.       Book monthly accruals so that Budget Manager can view commitments in SAP on-line reporting tool (Business Intel)

c.        Review content of Business Unit Trade accruals and assess validity /robustness

 

3.       Provide Trade Managers with Monthly Reporting Analysis

a.       Ensure successful role out of On Line Web reporting tool and use of by Budget Managers

b.       Collaborate with Mangers to provide summary and detail reporting as required

c.        Identify and Agree on Key Performance Metrics.

d.       Establish standard reports and meet with Sales Teams on a monthly basis for review of financial performance

e.       Through regular communication identify risks and opportunities associated with achieving a given forecast

 

4.       Planning and Analysis for all Trade related expenditure

a.       Responsible for coordinating input into the financial planning system and work BU Finance and Sales Team to validate accuracy and reasonableness of forecasts

b.       Supports the annual business planning process for the national accounts team and national programs

c.        Guides BUs in their annual planning process and sets expectations for regional and local accounts

d.       Provides trade expenditure forecast and analyze monthly variances against plan and prior year

e.       Summarize variances and discuss with VP Sales and Director Financial Planning & Analysis

 

 

5.       Developing Key account profitability strategies and ROI Models in conjunction with VP Sales

a.       Agree with the key stakeholders the relevant data, financial and non financial, at account, channel and market level.  Assess current availability and reliability and visibility.

b.       Identify and implement areas for improvement or process standardization across National Accounts and BUs with the sales / trade promotion process

c.        In conjunction with VP Sales develop standardized models for use in Off Premise and On Premise to measure the effectiveness of shelf programs, cooler placement, Partnership Agreements, CMAs and promotional events

d.       Perform post promotional analysis of trade spend, by analyzing the ROMI and incremental lift associated with promotion

e.       Provide analysis on customer cost to serve and customer profitability

 

6.       Ad-hoc analysis as required by VP Sales

a.       Support the Sales team as a business partner and provide advice and insight to help improve customer profitability

b.       Prepare ad-hoc reports and potential assignment to special studies/teams to assist management in evaluating key opportunities for the company.

 

 

 

KEY RESULTS AND DELIVERABLES (WHAT DOES SUCCESS LOOK LIKE)

1.       All committed expenditures identified and accrued for

2.       On line Business information (SAP BI)  tool in place to deliver account level, comparative and consolidated insight into the effectiveness of trade spend….and Business Managers are using/checking on a regular basis

3.       Consistent and effective approach to planning, recording and analyzing trade related expenditure across RBNA

4.       Robust forecast in place with high quality variance analysis of actual results

5.       Simple well understood models of customer profitability in place across RBNA

6.       Trade related risks are reflected in the reporting of RBNA, and highlighted to management in time for corrective action

7.       Decision making affecting trade investment is fact based and visible

 

 

KNOWLEDGE, SKILLS AND EXPERIENCE

1.       Bachelor degree in Accounting from an accredited college or university. CPA and or MBA are preferred but not necessary.

2.       Six to eight years of work experience with 4+ years in an accounting role, preferably with some experience in project management or business analysis. Consumer packaged goods experience helpful but not necessary.

3.       Experience in establishing robust accruals to capture non-invoiced commitments

4.       Experience of managing projects and delivering results

5.       Strong communication skills; ability to interact with and persuasively present financial issues to all levels of management.

6.       Strongly analytical and adept at identifying trends and variances

7.       Strong leadership, interpersonal, organizational and financial skills

8.       Ability to operate well in a matrix environment

9.       Must be proficient in Microsoft Word, Excel and PowerPoint.  Familiarity with SAP R/3, BI, Cognos and Hyperion an advantage