Senior Financial Analyst – Trade Finance

Keurig Dr Pepper; Burlington (MA); On-site; USD 76,000 - 110,000; Full time

Benefits offered by this job

Annual bonus

Job summary

Keurig Dr Pepper in Burlington, MA is seeking a Senior Financial Analyst – Trade Finance to support Sales and Finance in managing trade spend within budgets and TPM compliance. The role also monitors Demantra usage to improve the accuracy of trade spend estimates and collaborates on total P&L management.

You will train Field Sales on programs, act as the central hub for trade spend tracking, develop financial reports in Excel, ensure financial controls in the Demantra TPM arena, and partner with

Qualifications

• 4-year college degree and 5 years of trade marketing or sales experience in the CPG industry.
• Excellent reporting and data analysis skills in Excel.
• Experience with forecast data, distributor data, syndicated data and sales shipment information.
• Experience with TPM systems (Demantra preferred) and TPO software.
• Strong analytical, written, verbal and interpersonal skills.
• Ability to work flexible hours.
• Excellent communication and presentation skills.

Responsibilities

• Provide trade management guidance and training to Field Sales in the effective implementation of customer specific programs and national promotional programs for customers.
• Act as the “hub” for trade Spend tracking, planning and monitoring.
• Provide ongoing Demantra trade promotion management system guidance to field sales to ensure promotional spend is accurately captured and system tasks are managed.
• Conduct Demantra software and usage training with field sales as needed.
• Lead the review and utilization of promotional spend reports with field sales to ensure accurate financial liability accrual.
• Develop and maintain financial reports in Excel on key performance indicators.
• Ensure adequate financial control and policy adherence in the Demantra TPM arena with the Sales Team.
• Collaborate with IT, Finance, Revenue Growth Management, Accounting and Sales to administer the Demantra TPM system as efficiently and effectively as possible.
• Calculate and validate customer rebate calculations as necessary for large customer rebate contracts.
• Perform reconciliation of planned trade spend with actual spend as part of monthly close process.
• Provide input & insight to overall monthly financial forecasting process.

Skills

Excel reporting

Data analysis

Forecast data

Demantra TPM

Communication skills

Interpersonal skills

Education

4-year college degree

Tools

Demantra

Job description

Job Overview

Senior Financial Analyst – Trade Finance

The Sr Financial Analyst – Trade Finance provides support to the Sales and Finance teams to ensure effective management of trade spend within budgets and ensuring compliance in the Trade Promotion Management (TPM) system. The Sr Financial Analyst supports and monitors the Sales Teams’ use of Demantra to ensure the most accurate trade spend estimates possible. The role will also be tasked with analysis of spend, identify optimization opportunities and collaborate with Finance leadership on total P&L management.

SUPERVISORY RESPONSIBILITIES:None

Essential Duties and Responsibilities

Provide trade management guidance and training to Field Sales in the effective implementation of customer specific programs and national promotional programs for customers. Act as the “hub” for trade Spend tracking, planning and monitoring.

Provide ongoing Demantra trade promotion management system guidance to field sales to ensure promotional spend is accurately captured and system tasks are managed.

Conduct Demantra software and usage training with field sales as needed.

Lead the review and utilization of promotional spend reports with field sales to ensure accurate financial liability accrual.

Develop and maintain financial reports in Excel on key performance indicators.

Ensure adequate financial control and policy adherence in the Demantra TPM arena with the Sales Team.

Collaborate with IT, Finance, Revenue Growth Management, Accounting and Sales to administer the Demantra TPM system as efficiently and effectively as possible.

Calculate and validate customer rebate calculations as necessary for large customer rebate contracts.

Perform reconciliation of planned trade spend with actual spend as part of monthly close process.

Provide input & insight to overall monthly financial forecasting process.

Other Necessary Functions

Models the Keurig Dr Pepper values

Follows all policies, procedures, ergonomic standards and safety requirements directed by Keurig Dr Pepper and the department

Performs other job related duties as requested by management

Total Rewards

• Salary Range: $76,400 - $110,000
• Actual placement within the compensation range may vary depending on experience, skills, and other factors
• Benefits, subject to election and eligibility: Medical, Dental, Vision, Disability, Paid Time Off (including paid parental leave, vacation, and sick time), 401k with company match, Tuition Reimbursement, and Mileage Reimbursement
• Annual bonus based on performance and eligibility
• It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Requirements

• 4-year college degree and 5 years of trade marketing or sales experience in the Consumer Packaged Goods (CPG) industry. Prefer Finance or Accounting degree or specialization
• Excellent reporting and data analysis skills in Excel
• Experience with utilizing forecast data, distributor data, syndicated data and sales shipment information.
• Experience with Trade Promotion Management systems (TPM -Demantra preferred) and TPO software preferred
• Strong analytical, written, verbal and interpersonal skills.
• Ability to work flexible hours.
• Outstanding organizational skills to ensure tight deadlines are met both internally and externally.
• Excellent communication skills, including written and presentation skills.
• Ability and enthusiasm for acquiring new skills and knowledge.
• Understanding of the specialty coffee market or beverage market is a plus.
• Ability to uphold safety standards, participates in continuous process improvement on the job, and follow our manufacturing best practices.
• Ability to get along with others, be punctual, and follow instructions.
• Ability to follow Keurig Dr Pepper policies and procedures as well as our operating principles.

Physical Requirements/Working Conditions

• Predominately sedentary light office position with high frequency of keyboarding/computer work required (67% - 100% of the workday)

Company Overview

Keurig Dr Pepper (Nasdaq: KDP) is a leading beverage company with more than 150 owned, licensed and partner brands that meet a wide range of needs and occasions. Our North American refreshment beverage business holds leadership positions across carbonated soft drinks, water, juice and mixers with a portfolio of iconic brands such as Dr Pepper®, Canada Dry®, Mott’s®, A&W®, Peñafiel®, GHOST®, 7UP®, Snapple®, Clamato® and Core Hydration®. Our global coffee business spans more than 100 markets and includes the leading Keurig® single‑serve brewing system in the U.S. and Canada, along with powerhouse brands such as Peet’s, L’OR and Jacobs, and other regional coffee leaders. Our more than 50,000 employees aim to enhance the experience of every beverage and coffee occasion while making a positive impact for people, communities and the planet.

We strive to be anemployer of choice, providing a culture and opportunities that empower our team to grow and develop. We offer robust benefits to support your health and wellness as well as your personal and financial well-being. We also provide employee programs designed to enhance your professional growth and development, while ensuring you feel valued, inspired and appreciated at work.

Whatever your area of expertise, at KDP you can be a part of a team that’s proud of its brands, partnerships, innovation and growth. Will you join us?

Keurig Dr Pepper is an equal opportunity employer and recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, sexual orientation, gender identity, gender expression, age, disability or association with a person with a disability, medical condition, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law.

A.I. Disclosure

KDP uses artificial intelligence toassistwithinitialresume screening and candidate matching. This technology helps us efficientlyidentifycandidates whose qualifications align with our open roles.AI does not make hiring decisions; all decisions throughout the hiring process are made by talent acquisition team members. If you prefer not to have your application processed using artificial intelligence, you may opt out by emailing your resume and qualifications directly [e-mail] lieu of clicking Apply.In order for your application to be considered and opted out of AI, you must include the words 'AI Opt-Out' and either job title and location or Job ID # in the email subject linein your email application.