Finance Manager - Customer Analytics & Trade Growth

Unilever; United States; On-site; USD 89,000 - 133,000; Full time

Benefits offered by this job

Health insurance

Retirement benefits

Life insurance

Disability benefits

Parental leave

Paid vacation

Job summary

Unilever in the United States is seeking an Assistant Finance Manager – Customer Analytics to partner with Customer Development and Foods BU, delivering financial analysis, trade terms spend management, and customer-level profitability insights.

You will forecast, provide visibility into performance, risks, and opportunities, and support trade governance, budgets, accruals, and month-end close, building trusted cross-functional partnerships across CD, BU, CS&P, CBD, and CD Operations.

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 a 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 where to prioritize resources 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, helping bridge discrepancies and provide clarity on trade over/under positions by account.
• Monitor trade investment performance and identify risks, opportunities, and commercial levers that may impact the total trade position.
• Forecasting, Reporting & Financial Control
• Prepare and support trade accruals, forecasts, and customer P&Ls.
• Support the trade forecasting and cash-up process in PBCS in partnership with CD Operations.
• Investigate variances, identify anomalies, and support month-end close activities.
• Maintain accurate financial reporting, strong data integrity, and audit-ready documentation for trade programs.
• Partner with CD Operations to ensure correct financial flow to EG and proper accounting treatment for trade programs.
• Business Partnering & Insights
• Provide actionable insights on sales, trade spend, customer profitability, volume forecasts, customer incentives, and commercial performance drivers.
• Support customer negotiations, promotional analyses, and business case development.
• Generate customer- and category-level analysis to help the BU understand performance drivers, shape category strategies, and make better trade allocation decisions.
• Build trusted partnerships with CBD, CS&P, Supply Chain, CD Operations, and BU stakeholders to support commercial decision-making.
• Continuous Improvement
• Support system evolution and process enhancements across Pigment, PBCS, and ways-of-working redesigns to improve accuracy, efficiency, and visibility.
• Drive reporting simplification, process improvements, and better trade transparency across Foods NA.
• Contribute to stronger forecasting accuracy, improved trade controls, and more effective business performance management.

Skills

Analytical skills

Financial modeling

Advanced Excel

Education

Bachelor’s degree in Finance, Accounting or related field

Tools

Evergreen

SASS

Pigment

PBCS

SAP

Power BI

Job description

Unilever in the United States is seeking an Assistant Finance Manager – Customer Analytics to partner with Customer Development and Foods BU, delivering financial analysis, trade terms spend management, and customer-level profitability insights.

You will forecast, provide visibility into performance, risks, and opportunities, and support trade governance, budgets, accruals, and month-end close, building trusted cross-functional partnerships across CD, BU, CS&P, CBD, and CD Operations.