KEY RESPONSIBILITY AREAS

• Develop and manage the annual budget, collaborating with department heads to align budget requirements with overall business objectives

• Provide monthly commentary and analysis for the company’s reporting packages

• Assist in forecasting sales and profit by capturing category trends, key growth initiatives, and customer account dynamics to help plan and prioritize our broader business

• Conduct financial analysis, providing insights into key business drivers and performance metrics

• Create weekly, periodic, and quarterly financial reporting packages on customer and SKU profitability

• Provide trended reports and relevant insights to drive improvements in freight, product mix, pricing, and other revenue or non-operational costs

• Analyze financial and competitive results including sales trends, P&L analysis, and variance analysis (Price, Vol, Mix)

• Create short / long-term financial forecasts models for income statement, balance sheet, and cash flow statement

• Prepare customer, item, and new initiative profitability analysis

• Identify ways to manage costs and enhance earnings, and effectively communicate those findings and insights partnering with senior leadership.

• Ad hoc support for strategic planning and business case analysis to support the business

• Other duties as may be assigned or volunteered for

• Able to multi-task and manage competing priorities to meet or exceed both timelines and quality expectations

• Effectively cope with change and able to give and receive feedback

• Drive continuous improvement and able to motivate others

• Committed to organizational success and take ownership for results

• Effective oral and written communications across functions

• Able to develop interpersonal relationships to achieve goals

SKILLS AND KNOWLEDGE

Required

• Degree in Finance, Accounting, or related field required

• CPG / Food & Beverage / Co-Manufacturing, with experience building customer pricing and profitability models

• Minimum 8 years of progressive finance experience required preferably with experience in Commercial, Sales, or Finance

• Financial modeling and analytics knowledge required

• Proficient in Microsoft Office, and leveraging business intelligence systems. Strong Microsoft Excel modeling and data management capabilities

• Well-organized and detail-oriented

• Strong written and oral communication skills along with Microsoft PowerPoint presentation skills

Preferred

• Working knowledge of [ERP system] skills

• General Accounting knowledge preferred