Financial Trade Strategist

7 days ago

Mississauga, Ontario, Canada Edgewell Personal Care Full time

Key Responsibilities


The Financial Trade Strategist will work closely with the Sales and Finance Teams to analyze trade spend data and identify opportunities for cost savings. This role will also be responsible for managing trade accruals, tracking accuracy, and ensuring proper reporting and recording in SAP and trade management systems.


Key Areas of Responsibility



  • Lead trade reviews with sales leaders to assess trade spend results, develop action plans, and capture opportunities while mitigating risks.
  • Analyze trade spend data to identify trends, patterns, and opportunities for cost savings, ensuring trade investment is linked to volume forecast by customer.
  • Manage all components of the trade accruals to ensure investment is properly reported and recorded in SAP and trade management system.
  • Track the accuracy of the accruals vs. deductions by customer.
  • Own key period-end activities related to trade spend, including updating trade balance sheet by customer and Working and Non-Working Trade analysis and accrual.
  • Guide the development and implementation of trade policies, processes, and strategies to ensure best practices are maintained for Trade integrity, accuracy, and maintenance.
  • Drive process simplification and improvements within the finance and commercial teams, including leading the implementation of new systems and tools.
  • Close monitoring of prior year accruals carried over into the current year to ensure timely settlement, providing recommendations for any in-year trade returns.
  • Maintain customer pricing conditions in SAP to reflect latest trade spend information, key team member in the governance of pricing conditions.

Education, Skills, and Experience



  • Bachelor's Degree in Business, Finance, or Accounting, specialization preferred.
  • Accounting designation (CPA) is an asset.
  • Minimum of 5 years of experience in financial reporting and analytics at a consumer-packaged goods company, including any trade fund management experience.
  • Experience in a supervisory role, demonstrating the ability to coach, develop, and engage a team is an asset.
  • Strong attention to detail and ability to work with a high degree of accuracy.
  • Excellent planning, organizing, multitasking, and time management skills.
  • Ability to analyze large amounts of data and effectively identify and synthesize key messages.
  • Knowledge of SAP, Power BI, HPL, High Radius is an asset.

Working Relationships



  • Reports to the Canadian Revenue Growth Management Team Lead.
  • Collaboration and interaction with the broader sales team and finance team across commercial areas/channels.
  • Travel as needed.

Why Edgewell Personal Care


At Edgewell Personal Care, we are committed to providing dedicated financial and business support to help drive and accelerate transparency, efficiency, and process improvements in trade fund management.


This role will work closely with the Sales and Finance Teams to support the understanding of financial results and the development of financial plans and forecasts through comprehensive financial analysis.


The ideal candidate will possess strong business and financial acumen and demonstrate the ability to work collaboratively with others.

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