This role reports directly to the Director of Trade Management & Customer Forecasting withing Platform Services. The Financial Services Manager (FSM) is responsible for weekly, monthly, quarterly financial routines for 2 Chief Customer Office (CCO) retail channel customers (Ahold Delhaize-Giant Carlisle/StopnShop, and Dollar General), including forecasts for Revenue, Volume, Profit, and Checkbook trade funds. Financial Services Managers are accountable to multiple stakeholders for total Trade Spend management with regular stewardship to bottlers, customer teams, NAOU Finance, and Revenue Growth Management. The Financial Services Manager is also responsible for managing Genpact partners in completing forecasts, invoice tracking and settlement in the Apollo system.

Primary Activities:

• Trade Spend Management – end-to-end ownership of Company and Bottling System trade spend in Checkbook in collaboration with NAOU Finance
• Update/maintain (weekly) Revenue, Volume, & Profit forecasts in Apollo (forecast system)
• Analyze and report on weekly, monthly and quarterly results and/or forecasts focusing on “whys”, not “whats”
• Responsible for providing advanced analytical support and timely accurate reporting of financial/sales performance
• Prepare, analyze, distribute, and present financial and sales reports to management
• Forecast pre/post analysis and reporting
• Forecast pre/post analysis and reporting
• Manage Annual contracts/CPACTs
• Collaborate with NAOU Finance, RGM/Sales on building the annual business plan
• Prepare analysis, research, and settlement of all customer deductions
• Organize and implement various projects and initiatives as required
• Effectively manage all controls: Governance, Checkbook Swim Lanes, etc.

Education

Required – Bachelor's degree in Accounting/Finance, Business or related financial studies.

Preferred – CPA or master’s degree a plus.

Experience Required

Three or more years financial, accounting or related experience

Forecasting and business planning experience required.

Excellent analytical and technical skills • Advanced Microsoft Excel user required (pivot tables, vlookups, etc.).

Strong verbal and written communication skills

Preferred

• Anaplan/Apollo system experience
• Experience in RGM, Sales, financial and business analysis a plus
• Expert Microsoft Excel user
• Thorough understanding of legacy-CCR planning & forecasting processes and systems strongly preferred or similar DSD experience
• Bottler system, beverage parent company, or CPG industry experience preferred

What We Can Do For You

An excellent opportunity to learn and manage customer financial information in conjunction with NAOU and our NA bottling partners

Networking through collaboration with multiple organizations such as NAOU Finance, sales, RGM, CTM, bottlers, 3rd party service providers

Empowerment and growth enablement

Skills:

Financial Forecasting; Communication; Leadership; Pivot Tables; Microsoft Excel; Problem Solving