Manager, Customer Finance

Heartland Coca-Cola Bottling Company, LLC; Toronto; Hybrid; CAD 108,000 - 115,000; Full time

Benefits offered by this job

Competitive compensation

Hybrid work model (GTA)

Full benefits package

Retirement and savings programs

Paid vacation and floater days

Volunteer opportunities

Career development

Job summary

Coke Canada Bottling is seeking a strategic Finance Manager to lead customer P&Ls for a portfolio of retail partners. You will partner with Sales Directors, National Account Executives, and cross-functional teams to drive profitable growth, governance of trade investments, and data-driven decision-making.

This role requires strong financial analysis, stakeholder management, and the ability to translate data into actionable insights.

Qualifications

• Bachelor’s degree in Finance or Accounting required.
• 5+ years of relevant finance experience in CPG, retail, or commercial finance.
• Ability to translate data into actionable commercial insights.
• Strong communication and storytelling of financial performance.
• Leadership in supporting cross-functional teams.

Responsibilities

• Lead financial ownership of customer P&Ls, providing insights and decision support.
• Analyze customer performance through forecast vs. actuals across volume, rate, mix, gross profit and trade spend.
• Ensure TPM data integrity and alignment with financial systems with IT, RGM, and Sales.
• Develop and maintain customer profitability models, including full P&L builds.
• Drive customer performance reporting and identify risks and opportunities.
• Evaluate pricing strategies and trade spend classifications to optimize pricing.
• Support annual customer revenue planning including promotional calendars.
• Provide financial leadership in CBP to balance topline growth with profit objectives.
• Review pricing and Trade Spend submissions and prepare trade board requests.
• Deliver accurate customer-level revenue rate forecasting timely.
• Ensure compliance and audit readiness for pricing and Trade Spend documentation.

Skills

Financial analysis

Stakeholder management

Cross-functional collaboration

Forecasting

Strategic finance

Education

Bachelor’s degree in Finance or Accounting

Job description

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Human Powered. Customer Centric. Future Ready.

For more information about Coke Canada Bottling and our products, visit cokecanada.com/our-product.

Work Location – This role is ideally based in the Greater Toronto Area (GTA); however, candidates located outside of the GTA may be considered for a remote work arrangement.

Hybrid Environment – GTA-based employees are required to work in the office a minimum of three days per week (Tuesday, Wednesday, and Thursday), with remote work flexibility on the remaining days. Work arrangements are subject to change.

• Salary - $108,000 - $115,000 annually
• Initial Posting Close Date – October 8, 2026

The starting base salary is based on market location and may vary depending on job-related knowledge, role complexity, experience and internal equity.

About This Opportunity

We are seeking a strategic and commercially minded Finance Manager to serve as the financial lead for a portfolio of retail customers. In this role, you will partner closely with Sales Directors, National Account Executives, and cross-functional teams to drive profitable growth, strengthen customer-level financial performance, and support data-driven decision-making. This role is responsible for customer P&L management, trade investment governance, forecasting, pricing analysis, and strategic financial planning.

This is an exciting opportunity for a finance professional who wants to work closely with the business and make a direct impact on customer performance. You will use your financial analysis, commercial insight, and stakeholder management skills to support pricing, trade investment, forecasting, and profitable growth.

Responsibilities

• Lead financial ownership of customer P&Ls, providing clear insights, recommendations, and decision support to Sales Directors and account teams.
• Analyze customer performance through regular reviews of forecast vs. actuals across volume, rate, mix, gross profit, and trade spend.
• Ensure Trade Promotion Management (TPM) data integrity and alignment with financial systems, partnering with IT, RGM, and Sales to maintain accurate trade spend, promotional calendars, and customer investment tracking.
• Develop and maintain customer profitability models, including full P&L builds, scenario modeling, and ROI assessments.
• Drive customer performance reporting, highlighting variances to plan/forecast and identifying risks, opportunities, and corrective actions.
• Evaluate pricing strategies and trade spend classification to optimize pricing and promotion efficiency.
• Support annual customer revenue planning, including promotional calendars, investment levels, and program summaries.
• Provide financial leadership in Collaborative Business Planning (CBP) to balance topline growth with internal profit objectives.
• Review pricing and Trade Spend submissions, ensuring alignment with business plans and preparing trade board requests for incremental investments.
• Deliver accurate customer level revenue rate forecasting in a timely manner
• Ensure compliance and audit readiness for pricing and Trade Spend documentation; resolve pricing discrepancies promptly.
• Support customer presentations with financial insights, profitability narratives, and data driven recommendations.

Qualifications

• Bachelor’s degree in Finance or Accounting required.
• 5+ years of relevant finance experience, ideally in CPG, retail, or customer-facing commercial finance.
• Strong financial acumen with the ability to translate data into actionable commercial insights.
• Comfortable navigating ambiguity and using available data to form recommendations with risk mitigation considerations.
• Excellent communication skills, including the ability to explain financial performance through clear storytelling.
• Demonstrated leadership in supporting cross functional teams and influencing business decisions.
• Skilled collaborator able to work effectively with Sales, Commercial, and Customer Solutions.
• Proactive mindset with the ability to anticipate business needs and identify process improvements.
• High integrity and commitment to accurate financial reporting and ethical business practices.
• Strong time management skills with the ability to prioritize and meet tight deadlines.

Why join Coke Canada Bottling?

Coke Canada Bottling is Canada’s Local Bottler. We’re Made Local.

Proudly independent, Canadian and family-owned, we make, distribute, merchandise and sell some of the most-loved beverages Canadians enjoy. Our more than 6,000 employees work coast-to-coast across over 50 sales and distribution centres and five manufacturing facilities.

• Influence meaningful people and business decisions.
• Develop your capabilities through experience, coaching and learning resources.
• Access a comprehensive benefits package supporting your physical, mental and financial well-being.
• Participate in retirement and savings programs, paid vacation and floater days.
• Give back through employee volunteer opportunities in the communities where we live and work.
• Help advance our vision of becoming the World’s Greatest Bottler, Built by the Best People.

Bring your perspective

Coke Canada Bottling has been recognized as one of Canada’s Best Employers for Diversity. We are committed to fostering a diverse, equitable and inclusive workplace where everyone feels they belong.

Research shows that women-identifying candidates and members of other marginalized communities may hesitate to apply unless they meet every qualification. If this opportunity excites you, we encourage you to apply—even if your experience does not match every item listed. Your perspective could be exactly what we need. Unless otherwise specified, this posting is for an existing vacancy.

Our hiring process is human-driven and does not use AI tools to make screening, assessment or selection decisions. If you require accommodation or support during the recruitment process, please call 1-844-383-2653 or email [e-mail].