Manager, Customer Finance & Trade Investment

Organika-Health-Products-Inc; Vancouver; On-site; CAD 115,000 - 145,000; Full time

Benefits offered by this job

On-site RHN

Yoga sessions

Professional development allowance

Fitness reimbursements

Maternity top-up

Product discounts

Job summary

Organika-Health-Products-Inc is seeking a commercially minded finance leader to embed financial discipline in customer planning and execution. You will own customer-level P&Ls, GTN waterfall, and trade-spend governance, partnering with Sales and RGM to fund growth plans and secure accurate P&L reporting.

You will drive forecasting, deductions management, and cash impact analysis, collaborating across AR, accounting, and customer teams to optimize profitability and fund strategic initiatives.

Qualifications

• 6–9 years of progressive finance experience in CPG/retail.
• Experience with trade spend, gross-to-net, and customer profitability.
• Bachelor’s degree; CPA preferred.
• Advanced Excel; Power BI; ERP experience.
• Ability to challenge constructively and communicate with non-finance leaders.
• Experience with Costco, Amazon, or grocery accounts is a plus.

Responsibilities

• Own monthly profitability views by customer, channel, brand and SKU.
• Build GTN waterfall and forecast for discounts, rebates, promotions, returns, markdowns and programs.
• Maintain commitments, accruals and remaining-funds visibility; monitor spend.
• Partner with account leaders on budgets, Joint Business Plans, new listings, promotions.
• Build and challenge investment cases, scenarios and paybacks for pricing/promo decisions.
• Provide accurate inputs to rolling forecasts and month-end close.
• Establish aging and root-cause routines for deductions and disputes.

Skills

Finance leadership

Trade spend

Forecasting

Excel modelling

Education

Bachelor’s degree in Finance/Accounting/Business

CPA preferred

Tools

Power BI

ERP

TPM/TPO systems

Job description

Manager, Customer Finance & Trade Investment

Full Time Management Head Office, Vancouver, BC, CA

Salary Range: $115,000.00 To $145,000.00 Annually

Who are we?
Organika is a premium Canadian health and wellness company based in Vancouver, BC. For more than 35 years, we have helped people live healthier, happier lives through innovative natural health products backed by quality, trust, and science.

As pioneers in the wellness industry, we believe everyone should have access to effective natural health solutions. From award-winning supplements to innovative wellness products, we're committed to setting the highest standards in quality while putting our customers at the heart of everything we do.

Today, Organika products are trusted by consumers across Canada and around the world, but our mission remains the same: to help people live healthier every day.

About the Role
Organika is seeking a commercially minded finance leader to embed financial discipline in customer planning and execution. This person will own the customer-level financial truth—from gross sales through discounts, rebates, promotions, returns, deductions and net contribution—and work directly with Sales to ensure growth plans are accurately funded, accrued, forecast and delivered.

This is the bridge between Finance and the field: close enough to the customer to understand the deal, independent enough to challenge it, and rigorous enough to make sure every commitment appears correctly in the P&L and cash forecast. The role will be a core partner to the RGM Manager: RGM recommends the commercial move; Customer Finance confirms the economics, control and delivery.

About the Role
What you will own:

• Customer P&Ls. Own monthly profitability views by customer, channel, brand and SKU, including volume, price, mix, trade, freight, markdowns, deductions, cost-to-serve and contribution.
• Gross-to-net control.Build the GTN waterfall and forecast for discounts, rebates, promotions, returns, markdowns and customer programs; explain plan/forecast/actual variances and drive corrective action.
• Trade-spend governance.Maintain commitments, approvals, accruals and remaining-funds visibility; prevent unapproved or unfunded spend; monitor compliance with policies and audit requirements.
• Customer planning.Partner with account leaders on annual budgets, Joint Business Plans, new listings, distribution expansion, promotional calendars and customer negotiations.
• Deal economics.Build and challenge investment cases, scenarios and paybacks for pricing, promotion, innovation, markdowns and customer requests before Organika commits.
• Forecasting and close.Provide accurate customer and trade inputs to rolling forecasts and month-end close; improve accrual quality and ensure late deductions are captured and corrected.
• Deductions and claims.Establish aging, ownership and root-cause routines for deductions, claims and disputes; partner with AR, Sales and customers to accelerate resolution and protect cash.
• Sales enablement.Train customer teams to read customer P&Ls, understand net revenue and contribution, and use financial guardrails in day-to-day decisions.
• Systems and data. Strengthen TPM data, master-data discipline, reporting automation and reconciliation between commercial tools and the general ledger.
• Own the end-to-end Costco P&L and monthly bridge from gross sales to net contribution.
• Track permanent items, rotations, markdowns, rebates, freight, deductions and customer commitments against plan and latest estimate.
• Give Sales a live view of available funding and the margin impact of each proposed program before commitments are made.
• Partner with RGM on scenario modeling and with Accounting on accrual accuracy, deduction aging and cash impact.
• Surface risks early—with quantified exposure, owner, corrective action and decision deadline.

Skills & Experience

• 6–9 years of progressive finance experience, including meaningful Sales Finance, Customer Finance or Commercial Finance work in CPG, food, beverage, consumer health or retail.
• Strong experience with trade spend, gross-to-net, customer profitability, forecasting, accruals and deductions; comfortable working from transaction detail through executive summary.
• Bachelor’s degree in Finance, Accounting, Business or related field; CPA is preferred but not required for a candidate with exceptional CPG commercial-finance depth.
• Advanced Excel and financial modelling skills; Power BI or similar visualization experience. ERP and TPM/TPO experience is strongly preferred.
• Ability to challenge constructively and hold a commercial line while preserving trust with Sales and customers.
• Strong accounting and controls foundation combined with a practical, growth-oriented mindset.
• Clear communicator who can translate finance into choices and actions for non-finance leaders.
• Experience with Costco, Amazon, mass, drug or grocery accounts is an asset; club economics and deduction complexity are especially valuable.

Why work for Organika?
At Organika, you'll join a passionate team of ambitious, high-performing people who are united by a shared purpose: to help people live healthier.

We're on an exciting growth journey to become the most trusted consumer health brand in Canada, recognized on a global scale. To achieve this vision, we're looking for people who are driven, collaborative, and hungry to make a meaningful impact.

As a certified Great Place to Work® and Diversity, Equity & Inclusion Workplace™, we're committed to creating an environment where everyone can thrive. Our team represents more than 70 nationalities and speaks over 25 languages, bringing diverse perspectives that help us innovate, grow, and better serve our customers.

We believe that great people do their best work when they're supported both professionally and personally. That's why we offer a wide range of benefits and perks, including: access to an on-site RHN, yoga, guided mediation, professional development allowance, fitness reimbursements, mat-leave top-up, regular social events, product discounts, and more.

If you're hungry to learn, passionate about wellness, and driven to grow alongside a company that's making a positive impact on people's lives, we'd love to hear from you.