Financial Analyst – Customer
Position summary
This role serves as the financial advisor to the CD Regional teams, as assigned, and will play a key role in the maintenance of routine finance processes to support the overall business
Processes Ownership:
- Own financial review of regional businesses. Provide business support to VP/Directors/Account Managers.
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Maintenance of the bottom-up forecast process
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Trade forecast reporting to the US
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Sales snap report refresh and circulation
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RD&A reporting and variance analysis
Support for Regional Accounts:
- Provide management with financial advice and counsel on all pertinent business matters by supplying ongoing, timely, and meaningful financial analysis of actual performance, business plans, and other discreet projects.
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Driving personal accountability and setting high goals for personal and group accomplishment; using measurement methods to monitor progress toward goals; tenaciously working to meet or exceed goals.
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Create and execute influence strategies that persuade key stakeholders to take action that will advance shared interests and business goals. Leverage concise and compelling pro-active communication to drive action.
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Analyze customer plans, budgets and forecasts and recommend courses of action to achieve sector goals and to ensure profitable operations consistent with sound business management.
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Track and evaluate Team performance results versus budget and forecasts and provide status updates to leadership, including an analysis of change and recommendations for plan adjustments needed to deliver team objectives. Identify revenue growth management opportunities arising from areas such as product profit mix, promotion efficiencies, and trade return on investment.
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Provide a source of business knowledge and problem-solving capabilities to assure sound analyses, recommendations, and actionable programs arise across a wide range of business or financial problems (innovation, advertising, sales promotion, and other investments).
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Active participation in Joint Business Planning (JBP) and Annual negotiations with key customers.
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Assist the Customer Business Partners in developing and implementing cost-effective promotion plans. Perform post-promotion event analysis as necessary to ensure event efficiencies match expectations and recommend changes to future events where appropriate.
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Provide management oversight into Trade Spending, including making recommendations for the allocation of Trade funds and communicating funding requirements.
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Actively participate in projects as part of cross-functional teams, build strong relationships with the Sales and Marketing teams and collaborate on activities and solutions that lead to profitable growth.
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Facilitate processes and process improvements to increase efficiency. Also, enhance the position by thoroughly reviewing all activities to improve the quality and productivity of services provided.
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Ensure application of established corporate financial controls via effective implementation and maintenance of financial policies and instructions, and by the establishment, maintenance and audit of control procedures.
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Educate sales business partners on key finance areas through formal and informal training.
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Demonstrate a commitment to quality performance through personal example by adopting a business partner approach. Personally demonstrate Kimberly-Clark's leadership behaviours (build trust, make decisions, win consistently, think customer, continuously improve, and build talent).
QUALIFICATIONS/SKILLS/COMPETENCIES:
- BS degree in Finance or related field.
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2+ years of experience in corporate finance.
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High degree of financial competence.
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Knowledge of the financial and business implications of general business practices is essential.
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Advanced analytical proficiency in Excel, experience in category or sales data analysis; strong business judgment, modelling, problem-solving and analytical skills.
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Ability to influence without authority, drive business outcomes, use business systems and apply functional/technical skills.
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Strong interpersonal, communication and presentation skills.
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Knowledge of Customer Development tools.
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Demonstrated organizational skills to manage functional workload, multiple priorities/customers and competing time demands.
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Ability to think through ambiguous situations, present complex information and analysis in a clear and concise manner.
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Previous Revenue Management knowledge and CPG industry experience, along with a thorough understanding of forecasting techniques, is considered an asset.
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Strategic thinker who is willing to operate outside their comfort zone and has the courage to challenge the status quo to identify ways of doing things better and faster.
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Demonstrate enthusiasm for driving profitable growth.
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Collaborative and be able to thrive in a team-based environment.
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Resourceful and independent; thrives in a changing and dynamic work environment.
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Eagerly accepts stretch goals. Takes personal responsibility for decisions and delivering results.
Other Information:
- Flexible work arrangement with a minimum of 2 days working from the office
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8 months contract with flexibility to extend up to 2 years
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Job Status : Open Position
About Brand Momentum:
Nationally Integrated Leader: We're a leading Sales, Marketing, and Retail agency with headquarters in Toronto and Montreal, fostering authentic and enduring human connections across the nation.
Rooted in Goodness, we take pride in being a three-time winner of Canada's Top 100 Best Workplaces® and one of Canada's fastest-growing companies. This recognition reflects our commitment to "Goodness," a core value that permeates everything we do.
Enduring Success: at Brand Momentum, we're not just about achieving success; it's about sustaining it. We're an enduring market leader in quality and innovation, fostering a fun culture where both employee and client aspirations can be realized.
Delivering on Promises, we're passionate about delivering on our promises to both clients and our people. Our innovative approach ensures we consistently provide exceptional value and flexibility, always striving to exceed expectations.
Core Values: Our commitment to integrity, respect, empowerment, and fun is woven into the fabric of our company. We believe in fostering a responsible and flexible work environment that allows our team members to thrive.
Sustainability: Brand Momentum is giving top priority to sustainable suppliers. By collaborating with our vendors and clients, we will work to offset the environmental impact of our programs and contribute to a greener future.
Diversity and Inclusion, At Brand Momentum, we're dedicated to fostering a culturally diverse workplace. We value diverse perspectives and are committed to building a team that celebrates individual backgrounds, experiences, and talents. We believe in the power of diversity to drive stronger, more innovative outcomes, and it's a fundamental part of our organizational identity.
Brand Momentum is committed to providing accommodations for people with disabilities. Accommodations are available upon request. Please contact our Human Resources department for more information. We thank all those who apply; however, only selected candidates will be contacted.
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