Your Opportunity as the Lead Analyst, Sales Finance (Food & Beverage)
Lead as a trusted financial advisor to the Walmart, Sam’s Club, Dollar, and Wholesale sales teams (Food & Beverage) by identifying opportunities to execute against sales and profit objectives, influencing the sales organization to make informed, compliant, and profitable decisions, and proactively identifying a risk and opportunity profile. Lead regular reviews of customer financial plans & forecasts, trade spending, other sales deducts, customer P&Ls and customer level promotional ROI analysis. Leverage your forecasting and financial analysis skills to provide leadership to our Field Sales, Customer Commercialization (CC) and the Customer + Category Business Team (CCBT).
Location: Orrville, OH
Work Arrangements: Hybrid , 35% onsite requirement
In this role you will:
Lead financial aspects of Customer business reviews, annual planning, and monthly forecasting. Includes leading aspects of sales and profit delivery by identifying and articulating key drivers of results and providing visibility and guidance on trends to support accurate forecasting.
Function as a financial advisor to the field sales team by enabling delivery of top and bottom-line results and proactively providing guidance for gap-closure activities.
Support the accuracy of month/quarter/year-end accruals by working with Sales and assisting the trade audit team (promotions setup accurately & according to contract, promo approval, scrubbing, burn rates, etc.).
Support month-end reporting & ad hoc activities/requests including incremental opportunities analysis, customer negotiation support, etc.
Ensure contractual obligations are reflected in plan and forecast and that the Sales organization is executing brand strategies within guidelines and adhering to Company financial policies.
Support forecasting and promotion planning accuracy in CAS (trade management tool). Understand system connectivity for day 2 estimates, business results, and forecast outlook.
Lead continuous efforts to ensure best-in-class customer profit model, streamline processes, and sharing best practices across team and organization.
Provide customer insights and financial updates to the SBA finance team(s) to align customer and brand objectives and enable understanding of business drivers.
Develop human capital and organizational capability through education and development.
What we are looking for:
Minimum Requirements:
Bachelor’s degree in Accounting or Finance
4 years of financial analysis experience in two or more disciplines
Financial planning and forecasting ownership
Strong fundamental knowledge of promotional strategies, retailer structure, trade funds management systems, financial planning systems
Proven ability to effectively lead team members and cross-functional groups
Highly organized and highest standards of accuracy and precision
Analytical and problem-solving skills
Strong communication and relationship building skills
Additional skills and experiences that we think would make someone successful in this role:
Ability to work in a diverse and fast paced environment.
Ability to make sound business decisions that have a positive impact on the company
MBA, CPA, CMA, or other advanced degree or certification
The Right Place for You
We are bold, kind, strive to do the right thing, we play to win, and we believe in a strong community that thrives together. Our culture is rooted in our Basic Beliefs, and we believe in supporting every employee by meeting their physical, emotional, and financial needs.
Stay connected with us on LinkedIn®
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, genetic information, age, national origin, disability status or protected veteran status.
Skills Required
- Bachelor's degree in Accounting or Finance
- 4 years of financial analysis experience in two or more disciplines
- Financial planning and forecasting ownership
- Strong fundamental knowledge of promotional strategies and trade funds management systems
- Proven ability to effectively lead team members
- Analytical and problem-solving skills
- Strong communication and relationship building skills
The J.M. Smucker Co. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The J.M. Smucker Co. and has not been reviewed or approved by The J.M. Smucker Co..
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Retirement Support — Retirement programs are described as strong, with a company 401(k) match, immediate vesting in some materials, and access to an Employee Stock Purchase Plan. These elements contribute to a favorable view of total compensation value.
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Parental & Family Support — Paid parental leave for all parents and on-site childcare at key locations signal a family-forward approach. Additional supports such as adoption assistance and pet-related leave reinforce this emphasis.
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Leave & Time Off Breadth — Paid time off, seasonal compressed schedules, and flexibility options are highlighted across materials. The ability to start with substantial PTO and buy additional time enhances perceived time-off breadth.
The J.M. Smucker Co. Insights
What We Do
Each generation of consumers leaves their mark on culture by establishing new expectations for food and the companies that make it. At The J.M. Smucker Co., it is our privilege to be at the heart of this dynamic with a portfolio that appeals to each generation of people and pets with products found in 90 percent of U.S. homes and countless restaurants. This includes a mix of iconic brands consumers have always loved such as Folgers®, Jif® and Milk-Bone® and new favorites like Café Bustelo®, Smucker’s® Uncrustables® and Rachael Ray® Nutrish®. By continuing to immerse ourselves in consumer and pet parent preferences for food, how it’s purchased and how the companies that make it should operate, we will maintain the important role we play in their lives. This will allow us to continue growing our business and the positive impact we have on all of those who count on us.
