Sales Finance Analyst

Overview

The Sales Finance Analyst, Away from Home (AFH) is responsible for supporting the sales team in achieving their financial targets for the organization.

This hybrid position requires on-site work at our corporate office in the DTLA Arts District Tuesday through Thursday, with remote flexibility on Mondays and Fridays. 

Responsibilities

• Create and maintain Away from Home reporting that tracks case volume, gross sales, trade investment, and net sales
• Summarize the volume and financial expectations of operator contracts and establish processes to track actual performance against expectations
• Partner cross-functionally with Sales, Finance, Accounting, and other stakeholders to develop operator- and customer-specific financial reporting
• Track and maintain consistent pricing across customers
• Assist in the tracking of key product group activity at the trade level to ensure achievement of the plan and/or identify gaps
• Provide analytics to support pre-program, program, and post program (or launch) plans
• Support the development of customer trade plans that align with Sales and Marketing objectives through tactical analysis and performance insights
• Support the management and evaluation of customer programs, including pricing, merchandising, and marketing initiatives
• Oversee the setup, maintenance, and hierarchy management of Away from Home customer data
• Identify business opportunities based on findings from available business data sources and research tools/platforms

Qualifications

Required Skills & Abilities

• Experience creating internal and external presentation materials and customizing decks to support new initiatives
• Ability to utilize the analysis of a variety of sources of data to develop solid, actionable recommendations that address specific goals/objectives and tell the business story
• Acts with urgency to make the most of opportunities, address customer needs, and accomplish goals and objectives on the day-to-day business needs for sales including the support of new item launches with excellence on speed to market
• Ability to complete projects and organize work independently to produce stated outcomes
• Ability to identify risks and opportunities within financials across customers
• Ability to accurately forecast volume and/or track and complete specific project to meaningful deadlines
• Ability to anticipate business needs and influence change to drive actionable and tangible results
• Must have the ability to work independently and proactively but seamlessly transition into a collaborative team environment
• Must be able to work in a dynamic work environment and effectively manage change; can shift gears comfortably; decide and act without having the total picture; and comfortably handle risk and uncertainty

Qualifications

• Bachelor’s Degree preferred
• 2+ years of analytics experience within a CPG organization
• Comfortable with extracting and analyzing large sets of data
• Understanding of industry data and sources, interpret and draw accurate conclusions to make the case for a plan of action or decision
• Strong communication (verbal and written) and presentation skills
• Good interpersonal, organizational, and time management skills
• Strong critical analysis and strategic skills
• Proficient with Microsoft Office Suite

The expected salary range for this position is between $70,500.00 - $80,000.00 per year based on a full-time schedule. Location, confirmed job-related skills and experience will be considered in setting the actual salary. As a full-time employee, you will be eligible to enroll in Califia’s employee benefits program. You may also be eligible to participate in the company’s bonus program which may be subject to change.

The Company is committed to providing equal opportunity for employees and applicants in all aspects of the employment relationship, without regard to race, color, sex, sexual orientation, gender identity, national origin, citizenship, marital status, veteran status, disability, age, religion or any other classification protected by law.