Description
The Finance Analyst will be heavily involved in supporting our financial sales forecast by SKU for RBNA S&OP purposes and will be responsible for the revenue forecast associated with it. The Finance Analyst will act as a business partner for the sales department, will be responsible for performing analysis and providing recommendations to the VP and SR Manager of Trade Finance. Given the high interaction with Senior leadership, the Finance Analyst will play a big role in in supporting our Sales team strategy as well as pro-actively monitoring and steering the SKU level volume forecast. In addition, the Finance Analyst will support the planning and reporting of travel and entertainment expenses across several Sales HQ departments, as well as assist in developing New SKU Launch Proposals and ensuring alignment for HQ submission. They will provide reporting support to our distribution team on their DP billbacks and disputes.
RESPONSIBILITIES
Areas that play to your strengths
All the responsibilities we’ll trust you with:
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- FINANCIAL SALES & GSV – FORECAST & REPORTING
Provide daily reporting of our financial sales to the entire organization including senior leadership.
Assist the monthly S&OP forecasting cycle, which includes alignment with Senior stakeholders from Trade Finance, Trade Sales Planning, and Operations (both Supply and Demand Planning).
Align and consult with cross functional teams on planning portfolio innovation, discontinuation, and overall performance
Develop a forecast of our total RBNA Financial Sales plan by SKU, month, route to market in support of data entry
Actively monitor performance of our portfolio for DOH, potential out of stocks, or high inventory counts
Responsible for forecasting our Gross Sales Value for all RBNA and ensuring data entry during planning cycles
Provide weekly GSV updates in comparison to our latest plan to trade finance leadership and highlight any basic exposure risk
- DISTRBUTION & HQ – REPORTING & ANALYSIS
Provide reporting to our distribution team on their DP billbacks and support with ad hoc questions and guidance on potential discrepancies
Monitor closely discrepancies between DP requested billbacks and RBNA’s calculated billbacks
Provide weekly dispute reporting to our Key Account teams for visibility throughout the month
Collaborate with operations team to ensure submission of our New SKU Launch Proposals to HQ by stated deadlines
Support the planning and reporting of travel and entertainment expenses across several Sales HQ departments, working closely with the teams on reclasses and risk & opportunities to their plans
- BUSINESS PARTNERSHIP
Act as a contact for our business partners and can challenge them when necessary
Work closely with our various contacts, has a service mentality but also challenges them, asks questions, gives suggestions and insights
Prepare scenarios and simulations with the inputs from our business partners
Support the Sales Teams and Channel leads in budget management and ensure overall budget adherence
Perform ad hoc calculations and insights to drive performance with the business
- PLANNING & FORECASTING
Responsible for the data entry of our total RBNA Revenue
Assist in the Business Plan/Revised Estimate data collection and data entry
Coordinate timings and input needed during the budget process
Aggregate/consolidate the individual plans to a total plan
Support and challenge the T&E budget owners during the planning process
Prepares year-to-go best estimates to avoid risk as much as possible.
Assist the Sr Manager in managing any variances to the agreed upon BP/FRE/SRE targets
Ensure T&E costs are properly loaded into controlling systems
EXPERIENCE
Your areas of knowledge and expertise
that matter most for this role:
- EXPERIENCE
- 2 – 3 years of experience as financial analyst
- Above average with MS Excel, PowerPoint and willingness to learn new ERP systems
- Very strong communication skills and highly organized
- Ability to work across multiple functions autonomously
- Ability to convert analysis into insights
- Understand sales drivers and connections between data and sales execution
- Beverage or CPG experience preferred
- High performer with desire to learn
- Travel 0-10%
- Permanent
- Benefits eligible
WHERE YOU’LL BE BASED
Santa Monica California , United States
United States Red Bull North America