Sales Finance/Business Analyst

Bellisio Foods Inc
Published
November 17, 2021
Location
Minneapolis, MN
Job Type
 

Description

The position will be responsible for Sales Reporting, Financial Linkage, Annual Planning - Forecasts and Assortment Tracking. This position will also provide l analytical support for initiatives and special projects as needed.

Position Responsibilities:

Sales Reporting:

Build and maintain reporting package to track progress against Budget / Latest Estimate (LE) and MBO's

  • Summary reports used by cross functional team to monitor business (order scorecard, trade/customer investments, trends for brand, customer, sales lead)
  • Sales Team Business Reviews: monthly progress update to highlight key drivers, risk and opportunity to achieving Budget / LE
  • Key initiative tracking: trade efficiency, project 6, distribution
  • Executive reports used for financial reporting package and communication with CP on results

Develop performance management tools / reports for sales team that clearly highlight areas for opportunity and provide insights to guide action

Collaborate with cross functional business partners to create improvements in reporting, analytics, and processes with a focus on data integrity, continuous improvement, and efficiency.

Examples: Master Data project, Assortment tracking, Customer P&Ls

Financial Linkage:

Manage trade accrual process

  • Set and gain approval from Sales and Finance for quarterly rates by customer and product based on promotion forecast
  • Create and process SAP upload files, summarize and save all supporting documentation for rates
  • Analyze and recommend updates to rates monthly. Update monthly schedule to show variance to MEI and highlight drivers
  • Create trade adjustment files as needed for accounting to process

Support Finance team with data and insights related to sales results and forecasts

  • Examples: Cash forecast, CP commentary for net sales, summary and insights for financial close meeting, KPMG audit support

Annual Planning - Forecasts:

Coordinate consolidation of annual sales plans from various sources

  • Support system uploads and interfaces

Provide net sales reporting for plans by customer, product, strategy etc. throughout planning cycle to support decision making, financial roll up and system loads

  • Support each LE update with same activities

Other:

Manage Assortment Tracking

  • Create and maintain assortment tracker and summary reporting from budget to volume realization (new or discontinue)
  • Provide one point of contact for sales to update status on sell in and forecasts (volume and investment)
  • Ensure various systems are in synch and reporting reflects most status and forecasts

Provide general analytical support for initiatives and special projects as needed

Requirements:

  • Bachelor's degree in business emphasizing sales, finance or marketing and job-related field or equivalent business experience is required.
  • Sales analytics and category management experience with key CPG retailers
  • Advanced analytical capabilities.
  • Experience using multiple information sources including, but not limited to customer specific data, syndicated data, etc.
  • Strong project management, time management, and organizational skills.
  • Experience communicating complex information to audiences with different knowledge levels.
  • Excellent oral and written communication skills.
  • Strong problem solving and follow-up skills.
  • Proven track record of working independently and meeting established deadlines is essential.
  • Disciplined, detail-oriented individual who understands the internal processes and reporting requirements.
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