Senior Analyst, Customer Finance
Walnut Creek, CA, United States2d ago
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Skills
About the role
BUILT ON FLAVOR. FUELED BY PEOPLE.
What’s it like to work at Kinder’s? Well, there’s a lot of snacking and geeking out over what we all cooked over the weekend. Beyond that, there’s also plenty of hard work. Because we don’t just like flavor, we’re obsessed with it.
With over 100 products sold nationwide, we’re now a top-five brand in multiple flavor categories at Costco, Walmart, Whole Foods, and more. We’re not your typical CPG company. Privately held and founder-led, we like to think of ourselves as a pirate ship in a sea of cruise ships. Our crew is adventurous and fearless. We chart our own course and chase big ideas to make food unforgettable.
As we expand globally and approach $1 billion in revenue, we need more smart-and-scrappy, flavor-obsessed people to come aboard. If you’re looking for a place where you can see the real impact of your work... this is it! Every day, you’ll be part of a journey to add flavor to millions of meals and lives.
About The Role
The Senior Analyst, Customer Finance helps deliver customer-level financial insights that drive profitable growth and support strategic decision-making. Supporting both Senior Managers of Customer Finance, this role partners with Sales, Sales Planning, Trade Finance, and Financial Planning.
The role covers customer P&Ls, trade investment scenario planning and ROI, and the reporting and planning support around them. You will turn customer and trade data into clear analysis and recommendations, and balance priorities across two managers and the account teams they support.
This is a hands-on, technical role in a function that is new at Kinder’s. You will help build the tools, templates, and reporting that make customer finance work.
Key Responsibilities
Customer Profitability & P&L Management
- Build, maintain, and analyze customer-level P&Ls, including net revenue, gross-to-net, trade spend, logistics costs, and net profitability.
- Analyze the drivers of customer profitability and support recommendations to improve financial outcomes.
- Bridge customer performance vs. plan and prior year and explain what is driving results.
- Identify P&L blind spots and bring them to the Senior Managers with a clear recommendation.
Reporting & Analytics
- Prepare monthly, quarterly, and annual customer financial performance reports.
- Build and maintain dashboards and automated reporting tools using advanced Excel, Power Query, Power BI, VBA, and approved AI-enabled tools.
- Complete ad hoc analyses to support commercial and executive decision-making.
- Extract, reconcile, and validate data from multiple sources so customer reporting is accurate and consistent, including reconciliation with Trade Finance.
Trade Investment Scenario Planning, ROI & Compliance
- Build scenario models for proposed trade investments, including baseline vs. incremental volume and ROI, using Trade Finance’s methodology and rate guardrails.
- Support the incremental funding request process: prepare margin and ROI analysis, share a recommendation, and track decisions and outcomes.
- Track actual results of approved investments vs. plan and prepare post-event ROI.
- Track compliance with contracted trade terms and approved funding and work with the Senior Managers, Trade Finance, and Sales to resolve any issues.
Business Partnership
- Partner with Sales, Sales Planning, Trade Finance, and Financial Planning to align on customer analysis, trade investment, and financial targets.
- Prepare financial materials for customer business reviews, including profitability assessments.
- Analyze new business opportunities and customer investments for alignment with profitability objectives.
Financial Planning, Forecasting & Controls
- Support annual budgeting and forecasting for customer revenue, trade spend, and profitability.
- Help keep volume forecasts and trade spend aligned with Sales Planning.
- Monitor performance against plan and help improve financial models, processes, and controls.
What You Bring to the Table
- Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
- 3+ years of experience in Finance, FP&A, Commercial Finance, Customer Finance, T