Sr Analyst Customer Finance

Company: The Hershey Company
Location: Hershey
Posted on: May 28, 2023

Job Description:

Position Title: Sr Analyst Customer Finance Position Location: Hershey, PA Summary: Position will provide financial guidance around: customer account planning, monthly reporting on progress toward annual objectives, variance analysis, and resolution of financial challenges with insights into profit and revenue drivers. Services provided will include proactively assisting customer teams in managing their P&Ls, analyzing promotional spending opportunities, compliance with internal controls and facilitating discussions of customer financial issues. This individual will interact with Senior Directors, Directors and Managers in Finance, Sales, Marketing, and Operations, and will work closely with Customer Sales Executives, Sales Planning, Supply Chain and Global Shared Services personnel. Provides data and insights to the Selling organization to enhance decision support. This position requires personal leadership, a "can do attitude" toward achieving sales plans and targets, initiative, and frequent cross-functional teamwork. Major Duties/Responsibilities: Time % Summary of major duties: 1. 30 Financial Analysis and Customer P&Ls: Provides analysis, commentaries, and supporting schedules that detail and summarize the financial performance of customers supported; Provides portfolio financial support and guidance around variances; Consults customer teams on actions that they may take to improve their financial results (i.e., Net Sales, Sales Activity Margin, etc); Provides direction in managing budgets associated Trade, RD&As, DMEs, and Selling Expenses. Examples may include: solutions to minimize customer waste and tactical action plans for increasing the efficiency of Trade and DME investments; and Provide timely and accurate analytics to support actionable business decisions. 2. 25 System and Data Analysis Expert: Partners with CSE's to help them improve their skill set as it relates to PlanEx Customer Sales and Trade Planning; Provides Tradewinds technical and process support to Sales Teams; Maintains familiarity of significant customer related investments, including trade promotions, waste, customer specific direct marketing expenses and various selling expenses; Performs various analyses on trade spending, profitability, consumer takeaway and sales trends; Utilizes available data from PlanEx, IRI, and SAP to provide meaningful insights to Customer Sales Teams; and Leverages system tools to compile data into actionable formats that influence smart decisions. 3. 25 Sales & Trade Planning: Influence sales partners' on-going estimate processes and ensure their understanding and consideration of key factors that may impact their estimates; Assist customer teams to build their annual and strategic plans; Collaborate with Sales Finance leadership and Sales leadership to highlight customer investment opportunitiesand efficiencies; and Works with customer teams to help them to improve the accuracy of their periodic sales and trade estimates through insightful questions and analysis. 4. 10 Special Projects, Coaching, Mentoring and Training: Participates in initiatives to develop and advance CSE's skill set as it relates to sales and trade planning; Supports Sales Planning teammates to provide PlanEx technical training as necessary; Coaches new hires & interns on processes & systems necessary to perform their role; and Participates on special projects as assigned by Department leadership. 5. 10 Accounting Close Process: Participates in monthly, quarterly and year-end accounting close processes focusing on accuracy of trade accruals; Facilitates discussions with Sales teams to ensure appropriate focus and follow-up on topics such as waste and deductions; Ensures accounting data is valid and that all periodic reporting requirements are met; and Ensures customer teams understand their responsibilities around accounting policies and internal controls. Minimum knowledge, skills and abilities required to successfully perform major duties/responsibilities: 3+ years of business experience, including accounting, finance, FP&A and sales, interacting with sales & marketing. Knowledge of financial concepts and reporting. Basic understanding of consumer products businesses and go-to-market trade strategies. Ability to analyze and integrate multiple data sources into a useful decision format. Identifies issues/opportunities, and assists in solution finding process. Experience working in a team environment. Effective communicator with technical and non-technical individuals. Ability to lead and facilitate small group meetings. Demonstrated proficiency with Microsoft Office Suite, above average knowledge of Excel Ability to learn and utilize software such as PlanEx, SAP, and Nielsen/IRI. Ability to travel 5 - 10% Minimum Education and Experience Requirements: Education: BA/BS in Finance, Accounting, Business Administration, Marketing or Equivalent. Experience: Minimum Three (3) Years experience in Sales Finance, Marketing Finance, Financial Planning and Analysis. The Hershey Company is an Equal Opportunity Employer. The policy of The Hershey Company is to extend opportunities to qualified applicants and employees on an equal basis regardless of an individual's race, color, gender, age, national origin, religion, citizenship status, marital status, sexual orientation, gender identity, transgender status, physical or mental disability, protected veteran status, genetic information, pregnancy, or any other categories protected by applicable federal, state or local laws. The Hershey Company is an Equal Opportunity Employer - Minority/Female/Disabled/Protected VeteransIf you require a reasonable accommodation as part of the application process, please contact the HR Service Center (askhr@hersheys.com). PDN-99274015-6044-44c1-b334-943ae1d728d3

Keywords: The Hershey Company, Reading , Sr Analyst Customer Finance, Accounting, Auditing , Hershey, Pennsylvania