Senior Financial Analyst, Retail

Job Description

The Senior Financial Analyst within the U.S Sales and Channel Finance team will provide financial planning and reporting support for the Water Innovation's (WINN) U.S Retail and E-Commerce Sales and Marketing teams. The Senior Financial Analyst will be exposed to the financial results of WINN's U.S business units, including actual results, forecast, annual plan and variance analysis. In addition, this role will provide support in preparing financial presentations and other projects requested by senior management and business partners.

Position location: This role is designated as a hybrid role which includes working at least 3 days per week (Tuesday, Wednesday, Thursday) in our main office located in North Olmsted, OH to foster better collaboration, connection, and innovation.

WHAT YOU WILL BE DOING:

Retail & Ecommerce Sales/Channel responsibilities:

• Work with Sales, Channel, and Revenue Growth Management to establish trade strategies and budgets

• Partner with Sales, Channel and Revenue Growth Management to evaluate business proposals (terms, pricing, promotions, new distribution, etc.)

• Partner with Sales and Channel leadership for omni-channel analysis/initiatives (e.g. Trade/Gross-to-Net efficiencies, SG&A savings)

• Communicate forecast changes with drivers by Customer/Room to cross-functional business partners (including Sales, Channel, SBU, and Finance leadership)

• Support annual contract negotiations/renewals to ensure financial viability and oversee accounting, execution, and analysis of annual Customer contracts

• Provide finance support and guidance to Retail & Ecommerce Sales teams (ad hoc analysis, customer profitability, accounting/forecasting guidance, etc.) and effectively counsel and influence business partners in decision making on investments and spending

• Provide proactive communication of notable customer/business updates, recaps of quarterly earnings releases, etc.

• Develop and maintain customer programming database

Financial forecast and close responsibilities:

• Build annual plan and monthly forecast for Retail & Ecommerce channel Gross to Net Programming (by Customer/Room)

• Prepare monthly commentary with business drivers from Retail & Ecommerce Gross Sales to Net Sales (including gross-to-net drivers)

• Review Retail & Ecommerce forecast assumptions, drivers, and variances with Finance leadership, Sales, Channel, and SBU Finance

• Complete journal entries and balance sheet reconciliations as needed to support Retail & Ecommerce Net Sales and Variable Selling

• Assist on audit requests