Trade Analyst

Job description

  Location
Melton Mowbray, Leicestershire
·  Salary
£125.00/Day
·  Category
Accountancy & Finance - Analyst
·  Job type
Temporary
·  Industry
Banking and Financial Services
·  External Reference
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My client, a large global FMCG organisation based in Waltham on the Wolds, Leicestershire is looking for Trade Analyst. You must enjoy working in a multi-discipline team, have a positive and constructive approach to conflict and thrive in a fast-paced working environment.They have an enviable reputation for quality people, for innovative brands and for keeping them right at the cutting edge. This is an excellent opportunity to grow and develop within a highly renowned and unique business.

Responsible for the control and reporting of all elements of NSV, from GSV through trade to the final NSV

This involves the management and co-ordination of trade spend data through the relevant system (Compass) with the correct matching of spend with despatches

Continuously improve the budgetary and financial control on the biggest budget in the market by working with the Customer Development Team to ensure they stay within the budgets set by the business.

Key Responsibilities

On-going maintenance of the Compass database

Managing the event reconciliations and monitoring ongoing reserve status- Ensure CAS promos are all approved

Reconciliation of all systems involved in Trade spend - Atlas, Helios & CAS

Ensure any mismatches are investigated with priority

Management of centrally held discretionary funds

CDM support on trade financial issues

Meeting with the CDM's to perform detailed account reviews

Complete all period end responsibilities for trade expenditure

Ensure accruals are correctly processed into Atlas

Upload Volumes, GSV, LTD, ASOI, EDLP, Closeout, NSR, Retro, Bonus and PPD to Helios

Make PPD adjustment in CAS

Process any Period End adjustments that need to be made through CAS

Trade Balance Sheet reconciliation and justify the Balance Sheet uploading to Blackline

Dual Source adjustments

RIG Calculations

NSV Schedule

Special Packs Report for Sales

Period End AR Review & Report

Own periodic reports that have NSV performance by brand, as well as historic trend reports. Ensure there is focus on continuous improvement for reporting, pro-actively looking for ways to enhance the information provided to stakeholders as the business moves forward.

Own and drive the Control agenda for trade spend, ensuring we have the appropriate controls in place and continue to monitor and improve this going forwards by working with CDMs.

Support Account Co-Pilots with necessary key reports

Be the point of escalation for Petcare Accounts Receivable Customer facing issues

Ensure that any escalations are dealt with and resolved correctly, ensuring the relevant CDM is involved.

Lead the claims agenda with Customer Development by presenting at Customer Ops every period.

Own the Sales NPR process and tracking YTD actuals and budget control by account

Control and approve CAS access requests in collaboration with account co-pilots.

Provide local insight into any system projects relating to trade spend

Weekly AR Ledger review

Ensure Audit Claims from customers are dealt with efficiently

Bad Debt Accrual review

Trade Balance sheet accrual forecast

AR Direct Cash Forecast

Context and Scope

This role manages the whole of our trade spend budget, which is a high focus area and a significant driver of our top line performance and profitability. It is therefore a critical role in terms of ensuring the accuracy of our NSV at the end of the period, communicating the results and trends clearly as well as executing strong budget control to ensure we remain within our financial shape at year end.

The job holder will need to ensure they have a wide understanding of the business environment in order to challenge effectively. This will involve building relationships with people outside of S&F. This provides a great opportunity for the job holder to develop their breadth and business acumen.

This role can also help by identifying trade-off options within the portfolio to help optimise trade spend.They will need to challenge and influence budget holders to ensure they are accruing correctly, and help track progress to ensure they remain on budget.They will frequently be required to give guidance and make recommendations with incomplete facts. Therefore dealing with ambiguity, sound judgement, interpersonal savvy and strong influencing are as important as good analytical skills and be able to build strong relationships with their stakeholders, ensuring good customer focus and priority setting given the amount of accounts and promotions that need reviewing.

Education & Professional Qualification

The job holder needs to have a strong interest in systems and a proven track record of driving change in processes. The ability to develop and deliver training across different levels of users is needed. Ability to work to deadlines, good judgement skills and a drive for results are required.

Knowledge/Experience

ESSENTIAL

Experience in relevant areas of finance.

Experience in co-piloting or budgets.

Helios or SAP knowledge.

A strong understanding of systems, specifically how ERP and similar systems function.

Strong numerical skills and attention to detail.

Working knowledge & understanding of key financial statements

Advanced Excel skills.

DESIRABLE

Project management experience

Strong skills in stakeholder management

Experience of controls frameworks

Hands on accounting experience, including period end processes

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

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