About This Opportunity

We are seeking a strategic and commercially minded Finance Manager to serve as the financial lead for a portfolio of retail customers. In this role, you will partner closely with Sales Directors, National Account Executives, and cross-functional teams to drive profitable growth, strengthen customer-level financial performance, and support data-driven decision-making. This role is responsible for customer P&L management, trade investment governance, forecasting, pricing analysis, and strategic financial planning.

This is an exciting opportunity for a finance professional who wants to work closely with the business and make a direct impact on customer performance. You will use your financial analysis, commercial insight, and stakeholder management skills to support pricing, trade investment, forecasting, and profitable growth.

Responsibilities

• Lead financial ownership of customer P&Ls, providing clear insights, recommendations, and decision support to Sales Directors and account teams.
• Analyze customer performance through regular reviews of forecast vs. actuals across volume, rate, mix, gross profit, and trade spend.
• Ensure Trade Promotion Management (TPM) data integrity and alignment with financial systems, partnering with IT, RGM, and Sales to maintain accurate trade spend, promotional calendars, and customer investment tracking.
• Develop and maintain customer profitability models, including full P&L builds, scenario modeling, and ROI assessments.
• Drive customer performance reporting, highlighting variances to plan/forecast and identifying risks, opportunities, and corrective actions.
• Evaluate pricing strategies and trade spend classification to optimize pricing and promotion efficiency.
• Support annual customer revenue planning, including promotional calendars, investment levels, and program summaries.
• Provide financial leadership in Collaborative Business Planning (CBP) to balance topline growth with internal profit objectives.
• Review pricing and Trade Spend submissions, ensuring alignment with business plans and preparing trade board requests for incremental investments.
• Deliver accurate customer level revenue rate forecasting in a timely manner 
• Ensure compliance and audit readiness for pricing and Trade Spend documentation; resolve pricing discrepancies promptly.
• Support customer presentations with financial insights, profitability narratives, and data driven recommendations.

Qualifications

• Bachelor’s degree in Finance or Accounting required. 
• MBA, CPA, CFA, or equivalent designation preferred. 
• 5+ years of relevant finance experience, ideally in CPG, retail, or customer-facing commercial finance. 
• Strong financial acumen with the ability to translate data into actionable commercial insights. 
• Comfortable navigating ambiguity and using available data to form recommendations with risk mitigation considerations. 
• Excellent communication skills, including the ability to explain financial performance through clear storytelling. 
• Demonstrated leadership in supporting cross functional teams and influencing business decisions. 
• Skilled collaborator able to work effectively with Sales, Commercial, and Customer Solutions. 
• Proactive mindset with the ability to anticipate business needs and identify process improvements. 
• High integrity and commitment to accurate financial reporting and ethical business practices. 
• Strong time management skills with the ability to prioritize and meet tight deadlines. 

#CBSAS
#LI-KS1