Sales Finance Analyst

Position Purpose

Under minimal supervision, the Sales Finance Analyst supports the Finance team in the financial engagement of the respective sales divisions to help achieve financial goals and objectives. The Sales Finance Analyst supports the annual planning cycle for the respective sales divisions, including annual plan and latest estimates; as well as participates in the development and execution of the processes and systems that support monthly accounting close, accrual process and subsequent financial reporting. The Sales Finance Analyst performs analysis utilized in comprehensive monthly business review processes with sales leaders including identification and mitigation of risks and opportunities.

Essential Duties

• Supports the annual planning and forecast process for respective sales divisions, including development of monthly plans for sales volume, pricing, revenue, cogs, and expenses; develops and revises templates for managing plan data and ensuring adherence to financial deliverables
• Performs monthly analysis to support review with Business Managers - providing insights on business financial results; includes risk and opportunity analysis where applicable
• Engages in reporting and projects to support the sales divisions as needed, including providing operational support (e.g., wholesaler inventory management), financial impact analysis, and assessment of new business opportunities
• Supports the month-end close process, including preparing financial journal entries, spend accrual review and analysis, account reconciliations, etc., for designated sales functions
• Analyzes accrued vs. actual and plan vs. actual expense trends, reporting on spending levels and providing recommendations and insights as needed
• Responsible for preparing customer management review packages bi-annually, including coordinating calendars, collecting multiple data points from sales managers, and reviewing final decks for accuracy
• Investigates and corrects anomalies or inaccuracies in financial data or results
• Provides Ad Hoc analysis supporting decision making on key business issues
• Maintains financial partnerships with sales managers and leadership
• Maintains relationships with various functional management teams to ensure quality deliverables and information flow, including accounting, FP&A, Business Performance Management, HROC, the Chain Team, and Marketing
• Acts as Delicato expert on reporting systems; drives innovation and efficiencies to improve reporting

*Other duties may be assigned    
 

Non-Essential Duties

*Other duties may be assigned    

Minimum Requirements

Education and Experience

• Bachelor’s degree or equivalent experience required; degree in business, finance, accounting or related field preferred
• 2 years experience in accounting or financial management
• Experience in wine or beverage alcohol business is desired

Knowledge, Skills, and Abilities

• Familiarity with the three-tier distribution network, and shipment, depletion and scan data reporting and analysis preferred
• Expert computer skills are required, with ability to report and analyze multi-dimensional data and complex information
• Must exhibit excellent communication skills, analytical skills and problem-solving ability

Working Conditions

• General office environment with occasiona travel
• Required to drive automotive equipment 
   

Work Standards

• Acts in a manner reflective of the Company culture of High Moral Standards, Innovation and Continuous Evolution, Trust in Team, Continuous Improvement, and Sustainable Relationships
• Communicates, interacts, and works effectively with others; receptive to feedback and coaching; voices concerns in a constructive manner
• Demonstrates commitment to safety first; communicates safety concerns; promotes a safe work environment based on established safety standards and training
• Follows all Company policies and procedures
   

Additional Comments

Management retains the discretion to add to or change the duties of the position at any time