Senior Trade Finance Analyst - TPM & Demand Forecasting

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

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