Financial Analyst

Financial Planning & Analysis | Naperville | Full Time | Permanent

Wilton is a US heritage brand with a 95-year history in baking and decorating. Now fully integrated into the Dr. Oetker family, Wilton aspires to be the most influential and successful cake decorating brand. Learn more about Wilton at www.wilton.com.
 

Job Summary

Do you have a passion for trade promotions and a desire for driving meaningful business results?  Reporting to the Manager of Trade Finance, you’ll assist in financial analysis, accounting, deductions clearing, month-end close activities, and reporting for trade promotions and customer compliance activities. In this highly visible role, you have the opportunity to engage in cross-functional collaboration with Sales, AR/AP, and Operations, as well as with external customers and third party analytics and technology partners. 

Essential Responsibilities

• Help build and manage reports and KPI dashboards for deductions and trade promotions performance.
• Support month-end financial reporting, trade reconciliation, and customer post-audits.
• Assist in resolving invalid deductions and customers chargebacks while maintaining positive relationships with external customers and relevant third-party partners.
• Conduct ad hoc post-promotional event analyses including trends, white space, pricing elasticity, product mix, etc.
• Gather and organize various data sets (e.g. customer competitor data, syndicated data, market research).

Education and Experience

• Bachelor’s Degree required in Accounting, Finance, Analytics, Business Administration, or related field.
• 3+ years of experience in financial modeling, pricing, reporting, and data analytics, preferably in Consumer Packaged Goods. 
• Experience working with brokers (e.g. Acosta) and customer portals (e.g. Retail Link, Vendor Central) and 3rd party analytic tools (i.e. Stat Recovery, SupplyPike, HighRadius).

Knowledge, Skills, and Abilities

• Prior experience with SAP required. Fiori, or Akeron experience is a plus. HighRadius, Akeron or any TPM platform experience is a plus.
• Financial modeling in Excel (vlookups, nested cells, pivot tables).
• PowerBi or any dashboarding app, and SQL is a plus.
• Comfortable collaborating with various stakeholder groups, giving presentations in-person and virtually.
• Highly organized, self-motivated, and self-directed, excelling independently and as a team-player. 
• Strong in time management, multi-tasking, and meeting deadlines in a fast-paced environment.

Physical Demands

• Professional office environment, sedentary in nature.
• Routinely use standard office equipment such as (laptop computers, monitors/keyboards, printers, and telephones).
• Processes information and communicates effectively with others.

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