Finance Business Services Analyst

Keurig Dr Pepper • Frisco, TX • 10h ago

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)

Responsibilities:

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

Total Rewards:

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

Requirements:

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

Company Overview:

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 at scale. Whatever your area of expertise, at KDP you can be a part of a team that's proud of its brands, partnerships, innovation, and growth. Will you join us?

We strive to be an?employer of choice, providing a culture and opportunities that empower our team of ~29,000 employees to grow and develop. We offer robust benefits to support your health and wellness as well as your personal and financial well-being. We also provide employee programs designed to enhance your professional growth and development, while ensuring you feel valued, inspired and appreciated at work.

Keurig Dr Pepper is an equal opportunity employer and recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, sexual orientation, gender identity, gender expression, age, disability or association with a person with a disability, medical condition, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law.

Keurig Dr Pepper is an equal opportunity employer and affirmatively seeks diversity in its workforce. Keurig Dr Pepper recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, sexual orientation, gender identity, gender expression, age, disability or association with a person with a disability, medical condition, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law.

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