Job Summary:
The Commercial Finance Analyst is responsible for supporting the Trinchero Family Estates Sales Execution group (for assigned Zone/Region) related to day-to-day coordination and management of financial activities. This position plays an integral role in arming the sales organization with the tools necessary to grow our business. They will be the key business partner to sales to ensure financial goals are planned and executed; managing key spends (DAs, Incentives, LMFs, etc.) in compliance with Distributor contracts, tracking gaps and opportunities within the Zone P&L, and scenario planning. Success in this role will require strong knowledge of TFE brands, sales organization, and sales programming calendar, as well as strong communication and collaboration skills.
Essential Functions:
The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time.
- Centralized role in coordinating and communicating expectations to deliver financial plans as determined through the ABP cycle by evaluating monthly business results with sales managers including financial statements, depletion trends, and distributor inventory levels. Ensure sales managers understand business results and collaborates on strategies to mitigate potential risks.
- Conduct comprehensive net sales analysis of actual vs plan and PY variance review to understand mix and pricing decisions.
- Manage Distributor expense spend and local market fund usage (LMF) against MTS plans.
- Manage Month End close activities in accordance with GAAP and the FI close calendar, to ensure the accuracy of Zone P&Ls.
- Research, code, and approve Distributor Chargebacks through Esker in collaboration with State leads and AP.
- Participate in the ABP cycle by coordinating efforts to deliver against goals.
- Lead ABP activities around LMF and distributor expense budgets to help build upon necessary market activity in order to achieve sales volume and financial goals.
- Manage annual financial planning process in partnership with FP&A team.
- Support the governance of price management, including revenue generating opportunity analysis and regular ROI and profitability review leveraging PSM, Net Sales, and Circana data.
- Understanding and use of tools using distributor shipment, depletion, and inventory information, retail scan data, and other internal and external data sources and systems to deliver action-based results (Power BI, SAP, BPC).
- Work closely with Sales Execution Zone leadership, Wholesale Analytics, Pricing, and RPMs to understand performance trends and opportunities with their AOR; as well as to understand resource gaps for future development and over financial growth and increased dollar market share.
- Provide on-going education and support about the insights, tools, and sales resources for our Sales Execution and Distributor Management teams in partnership with other commercial strategy teams.
Qualifications:
• BA/BS degree in business/finance or related field.
• 3+ Years of Beverage alcohol industry experience preferred with a focus on sales and distribution processes.
• Proven ability to effectively build relationships and partner across functions to achieve business goals.
• Self-motivated, self-starting approach- Visionary and Flexible in team and process development in support of evolving business needs.
• Analytical and process oriented while maintaining a strong customer focus.
• Comfortable with challenging the status quo when necessary.
• Accuracy, attention to detail, and the ability to follow through are essential.
• Excellent written and verbal communication skills across all organizational levels.
• Strong user level computer skills required, Highly proficient in Microsoft Office.
Working Conditions:
• Hybrid office environment.
• Fast-paced and varied.
• Possible limited travel.
• High personal ownership role.
• Extensive computer work.
• Frequent Phone Calls.
• Deadline pressures.
• Multiple projects in progress at any given time.
• Comply with company safety regulations.