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Senior Financial Analyst

4 months ago

Markham, Canada Summit Search Group Full time

Are you a confident, collaborative and driven Senior Financial Analyst seeking to join a company that offers a terrific culture and a highly supportive team? If so, this may be the position you've been searching for.


Our esteemed client, a well-branded and respected organization, is currently seeking a Senior Financial Analyst with significant Trade Management experience to join their team. Reporting to the Director of Financial Reporting, the Senior Financial Analyst (SFA) will collaborate closely with internal sales and finance teams, as well as external sales brokers.


What you should expect:

  • Oversee the final review of data in the Trade Promotion Management System. This includes, but not limited to, reviewing for unusual spend, promotions being built correctly, forecast is entered as base vs incremental.
  • Review and monitor overall spend in relation to accrual to ensure funds are not overspent.
  • Assist the Sales Management team to maximize trade spending effectiveness and efficiencies by observing lift factors, spending trends, return on investments and other post promotion analysis.
  • Attend meetings held by the Sales Management team to review trade spend, risk and opportunities at major accounts, deduction issues.
  • Monitor inventory and raise any financial impact.
  • Monitor sales forecast accuracy.
  • Lead financial modelling of potential promotional activities, analyze the impact of new business proposals and other ad hoc analysis as required.
  • Provide relevant analytics to help monitor all aspects of the business.
  • Enhance internal processes to enable fast and higher-quality decision-making for Senior Leaders.


What you should bring:

  • 4 years of Financial Analyst experience in a Consumer Package Goods (CPG) organization. (Confectionary experience would be a huge asset)
  • Knowledge of trade spend.
  • Understanding of accounting and finance practices with good business acumen
  • Advanced Excel
  • Strong communication skills with the ability to communicate effectively across cross-functional teams.
  • Stakeholder and ‘Ownership’ mentality is a must; you must feel that you are a major stakeholder in the business and ‘own’ the results (alongside your counterparts)
  • Natural collaboration skills and ability to build relationships and manage conflict.


Please send your resume to Shannon Terpstra - terpstra@summitsearchgroup.com