Finance Business Services Analyst

Job Overview

Reporting to the Manager, Trade Management and working closely with members of Sales, Customer Trade Accounting and Commercial/Bottler Finance teams, the Financial Analyst will be responsible for the setup and ongoing maintenance of promotional activity in the trade management system (Siebel) and processing day-to-day trade promotion transactions. The position will also be responsible for analyzing retail customer trade spend programs to determine appropriate allocation to KDP route-to-market P&Ls (DSD, CASO, PASO, ISO) including allocation of expenses and reconciliation of trade spend programs.

The Financial Analyst will also provide assistance to the Trade Accounting team in clearing customer deductions where necessary. Finally, the Financial Analyst will perform reporting and analytics using data from Siebel, SAP, Microstrategy, IRI and other volume driven systems to perform post-event analysis, as well as to support management in business reviews.

This position is based in our HQ in Frisco, TX and will have a hybrid schedule (3 days in the office and 2 days work from home on a weekly basis)

• Support one or more members of the sales teams covering multiple customers across one or more channels in all aspects of Siebel/Trade management including loading and maintaining promotional activity and budget data
• Allocate trade spend to appropriate DPS route-to-market P&L (J/Es, including intercompany, Sub-Ledger entries, A/R invoices) as well as research GAAP and Company policies and procedures to ensure that allocation entries are booked timely and correctly.
• Own the completeness, accuracy, validity and timeliness of budget and promotional data in Siebel for assigned planning accounts
• Collaborate with Sales and Commercial Finance to validate customer or bottler invoices as well as facilitate the bottler billing process (with assistance from Sales) to ensure dollars are recaptured and credited accurately
• Assist the Deductions team as needed in clearing of customer deductions, management of open deduction backlog and identification and resolution of invalid activity
• Prepare, distribute and effectively communicate reports out of Siebel, SAP, TM1, Microstrategy, IRI and other systems to effectively manage trade spend and support decision-making
• Ensure all transactions processed are in compliance with company policies, GAAP and Sarbanes – Oxley requirements
• Continuously seek out opportunities to improve processes and eliminate waste as part of the company’s continuous improvement culture

• Salary range: $55,700 - $65,000
• Actual placement within the compensation range may vary depending on experience, skills, and other factors
• Benefits, subject to election and eligibility:
  Medical, Dental, Vision, Disability, Paid Time Off (including paid parental leave, vacation, and sick time), 401k with company match, Tuition Reimbursement, and Mileage Reimbursement
• Annual bonus based on performance and eligibility

• Experience in a CPG industry (beverage industry preferred) with knowledge in one or more of the following areas:
  Trade spending (planned vs. actual), Trade payments (checks/deductions), Finance support for Field Sales, In-store promotions, Bottler route to market strategies
• Bachelor’s degree or equivalent experience
• At least 1 year experience using analytics to influence business partners preferred
• Proficiency with MS Excel and other MS Office products
• Strong Communication and interpersonal skills

Keurig Dr Pepper (NASDAQ: KDP) is a leading beverage company in North America, with a portfolio of more than 125 owned, licensed and partners brands and powerful distribution capabilities to provide a beverage for every need, anytime, anywhere. We operate with a differentiated business model and world-class brand portfolio, powered by a talented and engaged team that is anchored in our values.

We work with big, exciting beverage brands and the #1 single-serve coffee brewing system in North America at KDP, and we have fun doing it!

Together, we have built a leading beverage company in North America offering hot and cold beverages together tever your area of…