Senior Financial Analyst - Trade Finance

Company: Keurig Dr Pepper
Location: Frisco
Posted on: January 26, 2023

Job Description:

Job Overview:Senior Financial Analyst - Trade FinanceThe Financial Analyst - Trade Finance provides support to the Sales and Finance teams to ensure effective management of trade spend within budgets and ensuring compliance in the Trade Promotion Management (TPM) system. The Financial Analyst supports and monitors the Sales Teams' use of Demantra to ensure the most accurate trade spend estimates possible. The role will also be tasked with analysis of spend, identify optimization opportunities and collaborate with Finance leadership on total P&L management.SUPERVISORY RESPONSIBILITIES: NoneESSENTIAL DUTIES AND RESPONSIBILITIES:Provide trade management guidance and training to Field Sales in the effective implementation of customer specific programs and national promotional programs for customers. Act as the "hub" for trade Spend tracking, planning and monitoring.Provide ongoing Demantra trade promotion management system guidance to field sales to ensure promotional spend is accurately captured and system tasks are managed.Develop and maintain financial reports in Excel on key performance indicatorsEnsure adequate financial control and policy adherence in the Demantra TPM arena with the Sales TeamCollaborate with IT, Finance, Revenue Growth Management, Accounting and Sales to administer the Demantra TPM system as efficiently and effectively as possible.Calculate and validate customer rebate calculations as necessary for large customer rebate contracts.Perform reconciliation of planned trade spend with actual spend as part of monthly close process.Provide input & insight to overall monthly financial forecasting processRequirements:OTHER NECESSARY FUNCTIONS:Models the Keurig Dr Pepper valuesFollows all policies, procedures, ergonomic standards and safety requirements directed by Keurig Dr Pepper and the departmentPerforms other job related duties as requested by management4-year college degree and 1 year of trade marketing or sales experience in the Consumer Packaged Goods (CPG) industry. Prefer Finance or Accounting degree or specializationExcellent reporting and data analysis skills in ExcelExperience with utilizing forecast data, distributor data, syndicated data and sales shipment information.Experience with Trade Promotion Management systems (TPM -Demantra preferred) and TPO software preferredStrong analytical, written, verbal and interpersonal skills.Ability to work flexible hours.Outstanding organizational skills to ensure tight deadlines are met both internally and externally.Excellent communication skills, including written and presentation skills.Ability and enthusiasm for acquiring new skills and knowledge.Understanding of the specialty coffee market or beverage market is a plus.Ability to uphold safety standards, participates in continuous process improvement on the job, and follow our manufacturing best practices.Ability to get along with others, be punctual, and follow instructions.Ability to follow Keurig Dr Pepper policies and procedures as well as our operating principles.PHYSICAL REQUIREMENTS/WORKING CONDITIONS:Predominately sedentary light office position with high frequency of keyboarding/computer work required (67% - 100% of the workday)Company Overview & EEO Statement:Keurig Dr Pepper (KDP) is a leading coffee and beverage company in North America with dual headquarters in Burlington, MA and Plano, TX, with annual revenue in excess of $11 billion. KDP holds leadership positions in soft drinks, specialty coffee and tea, water, juice and juice drinks and mixers, and markets the #1 single serve coffee brewing system in the U.S. The Company maintains an unrivaled distribution system that enables its portfolio of more than 125 owned, licensed and partner brands to be available nearly everywhere people shop and consume beverages. With a wide range of hot and cold beverages that meet virtually any consumer need, KDP key brands include Keurig -, Dr Pepper -, Green Mountain Coffee Roasters -, Canada Dry -, Snapple -, Bai -, Mott's - and The Original Donut Shop -. The Company employs more than 25,000 employees and operates more than 120 offices, manufacturing plants, warehouses and distribution centers across North America.Benefits built for you: Our people are the heart of our business, which is why we offer robust benefits to support your health and wellness as well as your personal and financial well-being. We also provide employee programs designed to enhance your professional growth and development while ensuring you feel valued, inspired and appreciated at work.Keurig Dr Pepper Inc. is an equal opportunity employer and affirmatively seeks diversity in its workforce. Keurig Dr Pepper Inc. recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law. EOE Minorities/Females/Protected Veterans/Disabled

Keywords: Keurig Dr Pepper, Dallas , Senior Financial Analyst - Trade Finance, Accounting, Auditing , Frisco, Texas