Sr Financial Planning Analyst

Colgate-Palmolive Company; São Paulo; Híbrido; BRL 90 000 - 130 000; Tempo integral

Resumo da oferta

Colgate-Palmolive Company in Sao Paulo, Brazil seeks a Financial Planning & Sales Analytics Specialist to support the Customer Development Team, Retail, and Finance. Focus on Net Sales, Pricing and Margin targets within the local market.

Reporting to Adriana Gomes, Financial Planning Manager, responsibilities include ROI analyses, investment control, and monthly simulations to drive commercial performance.

Qualificações

• Bachelor’s degree in Accounting, Business Administration, Finance, or related field.
• Solid experience in Finance, supporting Commercial teams, Revenue Management, or FP&A.
• Proficiency in MS Excel (including Macros).

Responsabilidades

• Perform financial evaluations of commercial activities, incl. ROI analyses and what-if scenarios.
• Control and track commercial investments, reconcile GTN, manage balances and credits.
• Prepare GTN estimates for LE and annual budgets with sales projections.
• Evaluate pricing and promotion strategies, provide data-driven recommendations.
• Monitor financial performance with key indicators and lead monthly reporting.
• Collaborate with Retail, Sales and Finance to ensure financial goal alignment.

Conhecimentos

MS Excel

English proficiency

Formação académica

Bachelor’s Degree in Accounting/Finance

Ferramentas

DOMO

Data Visualization Tools

AI-enabled Analytics

Descrição da oferta de emprego

No Relocation Assistance Offered

Job Number #175337 – Sao Paulo, Sao Paulo, Brazil

Who We Are

Colgate-Palmolive Company is a global consumer products company operating in over 200 countries specialising in Oral Care, Personal Care, Home Care, Skin Care, and Pet Nutrition. Our products are trusted in more households than any other brand in the world, making us a household name!

Join Colgate-Palmolive, a caring, innovative growth company reimagining a healthier future for people, their pets, and our planet. Guided by our core values—Caring, Inclusive, and Courageous— we foster a culture that inspires our people to achieve common goals. Together, let's build a brighter, healthier future for all.

Role Summary

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

Our Commitment to Inclusion

Our journey begins with our people—developing strong talent with diverse backgrounds and perspectives to best serve our consumers around the world and fostering an inclusive environment where everyone feels a true sense of belonging. We are dedicated to ensuring that each individual can be their authentic self, is treated with respect, and is empowered by leadership to contribute meaningfully to our business.

Equal Opportunity Employer

Colgate is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity, sexual orientation, national origin, ethnicity, age, disability, marital status, veteran status (United States positions), or any other characteristic protected by law.

Reasonable accommodation during the application process is available for persons with disabilities. Please complete this request form should you require accommodation.

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