Sr Financial Planning Analyst

Colgate Palmolive; São Paulo; On-site; BRL 150,000 - 210,000; Full time

Job summary

Colgate Palmolive Brazil is seeking a Financial Planning & Sales Analytics Specialist to provide critical FP&A support to CDT, Retail, and Finance teams in Brazil. This individual contributor role focuses on Net Sales, Pricing, and Margin targets, reporting to the Financial Planning Manager.

You will perform ROI analyses, manage GTN, support budgeting and forecasting, and drive data-driven recommendations for promotions and pricing.

Qualifications

• Bachelor’s degree in accounting/finance or related field.
• Solid experience in finance supporting commercial teams and FP&A.
• Proficiency in MS Excel, including macros.

Responsibilities

• Perform financial evaluations of commercial activities including ROI calculations, scenario analyses, and actionable recommendations.
• Control and track investments, GTN, reconcile balances and enforce credit notes.
• Prepare GTN investment estimates for LE and annual budget cycles with partners to project sales and targets.
• Evaluate pricing and promotions strategies, providing data-driven recommendations on list pricing and promotions.
• Monitor customer financial performance using KPIs and lead monthly management reporting.
• Collaborate with Retail, Sales, and Finance to ensure alignment with financial goals.

Skills

MS Excel (Macros)

English (Intermediate-Advanced)

Education

Bachelor’s Degree in Accounting/Business/Finance

Tools

DOMO

Job description

The Financial Planning & Sales Analytics Specialist provides critical financial and analytical support to the Customer Development Team (CDT), Retail, and Finance teams in Brazil. Reporting directly to Adriana Gomes, Financial Planning Manager, this individual contributor role focuses on driving shared financial objectives—specifically Net Sales, Pricing, and Margin targets. The role is responsible for commercial investment control, pre/post ROI analyses, promotion and pricing evaluations, GTN management, and monthly closing simulations strictly within the local Brazilian market.

Main Responsibilities

• Commercial Financial Analysis: Perform financial evaluations of commercial activities, including pre- and post-ROI calculations, scenario ("what-if") analyses, and actionable recommendations to adjust customer plans.
• Investment Control & GTN Management: Control and track commercial investments allocated to customers, establish baseline spend plans, reconcile daily Gross-to-Net (GTN), manage outstanding balances, and enforce credit notes.
• Budgeting & Forecasting: Prepare GTN investment estimates for Last Estimate (LE) and annual budget cycles, collaborating with Commercial partners to project sales volumes and financial targets.
• Pricing & Promotion Strategy: Evaluate promotional and pricing activities (on/off strategy), providing data-driven recommendations on list pricing, SPIs, and baseline vs. promotion planning.
• Financial Performance Tracking: Monitor customer financial performance using key indicators (inventories, portfolio), leading monthly management reporting and participating in the Commercial Discipline Process to highlight Risks & Opportunities.
• Cross-Functional Alignment: Partner exclusively with internal stakeholders across Retail, Sales, and Finance to ensure full compliance with financial goals without requiring external vendor/client interaction.

Required Qualifications

• Education: Bachelor’s Degree in Accounting, Business Administration, Finance, or a related field.
• Professional Experience: Solid experience in Finance, with a strong focus on supporting Commercial teams, Revenue Management, or FP&A .
• Technical Skills: Proficiency in MS Excel (including Macros),

Preferred Qualifications

• Advanced Analytics & Tools: Experience using DOMO, advanced data visualization tools, and AI-enabled analytics for commercial modeling.
• Language Skills: Intermediate to Advanced English .
• Financial Compliance: Working knowledge of US GAAP and SOX compliance standards