Financial Analyst – CPG Sales & Customer Data

Job Description

Financial Analyst | Walker’s Shortbread Inc.

The Tone:
This is a full-time role at Walker’s Shortbread Inc. Walker’s Shortbread is a mid-sized CPG organization that produces shortbread products. This position is crucial for providing accurate financial analysis and timely insights that support operational and strategic decision-making across various departments, ensuring the integrity of financial information and adherence to reporting standards.

The TL;DR
• Role: Early Career
• Type: Full-time

• Team: Reports to the Accounting Manager; collaborates with Sales, Marketing, and Supply Chain teams.
• Mission: To provide financial analysis and reporting, enabling informed operational and strategic decision-making and ensuring financial data accuracy.
• Tech Stack: AI tools, business intelligence tools

What You’ll Actually Do
• Sales Performance Analysis: Analyze internal sales data alongside syndicated data to identify trends, variances, and drivers of movement, including the impact of retail pricing changes on unit volume and performance trends by retailer.
• Customer Profitability & Activity Tracking: Perform periodic tracking of customer sales activity against plan and prior year, providing reports on financial impact, effectiveness, key variances, and monthly performance summaries for top customers, channel, and customer-level profitability.
• Budgeting and Forecasting Support: Contribute to sales and product forecasting processes by maintaining and improving budgeting and forecasting models to enhance data accuracy.
• Regulatory Compliance Reporting: Maintain required data and supporting documentation for regulatory compliance, including Extended Producer Responsibility (EPR), and prepare/submit regulatory reports while reviewing related invoices for accuracy.
• Ad-Hoc Financial Projects: Provide analytical support for various ad-hoc projects and special initiatives, including year-end close activities like ledger reviews and reconciliations, and develop analytical reports to identify business opportunities.

The Must-Haves
• Background: Entry-level experience supporting financial analysis and reporting within a mid-sized CPG organization, ensuring accuracy and integrity of financial information.
• Experience: Practical experience in preparing and analyzing financial data, assisting with budgeting and forecasting processes, and collaborating with cross-functional teams to provide timely insights.
• Skills: Financial data analysis, variance reporting, budgeting and forecasting model maintenance, regulatory reporting preparation, and general ledger reconciliation.
• Bonus: Experience leveraging AI and business intelligence tools to automate analysis, improve forecast accuracy, and generate actionable business insights.