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This role reports directly to the Director of Trade Management & Customer Forecasting withing Platform Services. The Financial Services Manager (FSM) is responsible for weekly, monthly, quarterly financial routines for 2 Chief Customer Office (CCO) retail channel customers (Ahold Delhaize-Giant Carlisle/StopnShop, and Dollar General), including forecasts for Revenue, Volume, Profit, and Checkbook trade funds. Financial Services Managers are accountable to multiple stakeholders for total Trade Spend management with regular stewardship to bottlers, customer teams, NAOU Finance, and Revenue Growth Management. The Financial Services Manager is also responsible for managing Genpact partners in completing forecasts, invoice tracking and settlement in the Apollo system.
Primary Activities:
- Trade Spend Management – end-to-end ownership of Company and Bottling System trade spend in Checkbook in collaboration with NAOU Finance
- Update/maintain (weekly) Revenue, Volume, & Profit forecasts in Apollo (forecast system)
- Analyze and report on weekly, monthly and quarterly results and/or forecasts focusing on “whys”, not “whats”
- Responsible for providing advanced analytical support and timely accurate reporting of financial/sales performance
- Prepare, analyze, distribute, and present financial and sales reports to management
- Forecast pre/post analysis and reporting
- Forecast pre/post analysis and reporting
- Manage Annual contracts/CPACTs
- Collaborate with NAOU Finance, RGM/Sales on building the annual business plan
- Prepare analysis, research, and settlement of all customer deductions
- Organize and implement various projects and initiatives as required
- Effectively manage all controls: Governance, Checkbook Swim Lanes, etc.
Education
Required – Bachelor’s degree in Accounting/Finance, Business or related financial studies.
Preferred – CPA or master’s degree a plus.
Experience Required
Three or more years financial, accounting or related experience
Forecasting and business planning experience required.
Excellent analytical and technical skills • Advanced Microsoft Excel user required (pivot tables, vlookups, etc.).
Strong verbal and written communication skills
Preferred
- Anaplan/Apollo system experience
- Experience in RGM, Sales, financial and business analysis a plus
- Expert Microsoft Excel user
- Thorough understanding of legacy-CCR planning & forecasting processes and systems strongly preferred or similar DSD experience
- Bottler system, beverage parent company, or CPG industry experience preferred
What We Can Do For You
An excellent opportunity to learn and manage customer financial information in conjunction with NAOU and our NA bottling partners
Networking through collaboration with multiple organizations such as NAOU Finance, sales, RGM, CTM, bottlers, 3rd party service providers
Empowerment and growth enablement
Skills
Financial Forecasting; Communication; Leadership; Pivot Tables; Microsoft Excel; Problem Solving
Our Purpose and Growth Culture:
We are taking deliberate action to nurture an inclusive culture that is grounded in our company purpose, to refresh the world and make a difference. We act with a growth mindset, take an expansive approach to what’s possible and believe in continuous learning to improve our business and ourselves. We focus on four key behaviors – curious, empowered, inclusive and agile – and value how we work as much as what we achieve. We believe that our culture is one of the reasons our company continues to thrive after 130+ years. Visit Our Purpose and Vision to learn more about these behaviors and how you can bring them to life in your next role at Coca-Cola.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. When we collect your personal information as part of a job application or offer of employment, we do so in accordance with industry standards and best practices and in compliance with applicable privacy laws.
