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, and research GAAP and company policies 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 and 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 customer deductions, managing the open deduction backlog, and identifying and resolving invalid activity
• Prepare, distribute, and effectively communicate reports from Siebel, SAP, TM1, Microstrategy, IRI and other systems to 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 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), 401(k) with company match, Tuition Reimbursement, and Mileage Reimbursement
• Annual bonus based on performance and eligibility

• Experience in a CPG industry (beverage industry preferred) and 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 one 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 partner 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 expertise, at KDP you can be a part of a team that’s proud of its brands,…