Customer Analytics Finance Manager - Trade Insights & Forecasting

Unilever

Hoboken (NJ)

On-site

USD 89,000 - 133,000

Full time

11 days ago

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Benefits offered by this job

Health insurance

Retirement benefits

Paid vacation

Job summary

Unilever in Hoboken, NJ seeks an Assistant Finance Manager – Customer Analytics to partner with Customer Development and Foods BU, delivering financial analysis, trade spend management, forecasting, and customer-level profitability insights. You will help govern trade investments end-to-end, support P&L forecasting, and provide visibility into performance, risks, and resource allocations.

You will collaborate with cross-functional teams to enhance trade visibility, strengthen financial controls,

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
5 years of experience in Finance, Commercial Finance, FP&A, Customer Development Finance, or related analytical finance role.
Strong analytical and financial modeling skills.
Advanced Excel proficiency; experience with planning, reporting, or analytics tools such as Evergreen, SASS, Pigment, PBCS, SAP, or Power BI preferred.

Responsibilities

Trade Investment Decision Support.
Partner with BU Category Leads, CS&P, and Performance Portfolio Management to support trade investment decisions, scenario planning, ROI evaluations, and strategic guidance.
Provide forward-looking insights into drivers of performance, risks and opportunities, and recommended interventions to improve business outcomes.
Analyze trade effectiveness, promotional performance, customer investments, and ROI to guide prioritization across customers and categories.
Trade Spend Management & Governance: Support monthly management, forecasting, and reporting of Trade Terms Spend.
Collaborate with CSP teams to review trade budgets, optimize spend, and track compliance to annual agreements.
Partner with CBD teams through Pigment trade reconciliation, bridging discrepancies and clarifying trade over/under positions by account.
Monitor trade investment performance and identify risks, opportunities, and commercial levers impacting total trade position.
Forecasting, Reporting & Financial Control: Prepare and support trade accruals, forecasts, and customer P&Ls.
Support trade forecasting and cash-up in PBCS in partnership with CD Operations.
Investigate variances, identify anomalies, and support month-end close activities.
Maintain accurate financial reporting, data integrity, and audit-ready documentation for trade programs.
Partner with CD Operations to ensure correct financial flow to EG and proper accounting for trade programs.
Business Partnering & Insights: Provide actionable insights on sales, trade spend, customer profitability, and incentives.
Support customer negotiations, promotional analyses, and business case development.
Generate customer- and category-level analyses to shape strategies and improve trade allocation decisions.
Build partnerships to support commercial decision-making across CBD, CS&P, Supply Chain, and operations.
Continuous Improvement: Support system evolution and process enhancements across Pigment, PBCS, and ways-of-working redesigns.
Drive reporting simplification, process improvements, and better trade transparency across Foods NA.
Contribute to stronger forecasting accuracy, improved trade controls, and better business performance.