The Sr. Financial Analyst – Customer Accounting plays a pivotal role in delivering accurate trade spend reporting and accounting across all business portfolios. This position requires a proactive, accountable professional with a strong sense of ownership and exceptional analytical and financial expertise. The ideal candidate effectively navigates complexity, prioritizes tasks efficiently, and simplifies processes while setting a clear agenda for direct reports. A focus on coaching and developing team members to maximize potential is essential. This role demands excellent communication skills, the ability to build strong relationships, and a collaborative approach to problem-solving.
Day In The Life:
- Drive timely and accurate reporting of Trade Spend expense and accruals to the organization through period end process and review.
- Lead the development of direct reports through effective execution of manager quality actions: regular 1W1, Mid-Year reviews, people planning, leadership and coaching.
- Identify risks and opportunities to the P&L based on balance sheet reviews, year-end accrual reconciliations and daily/weekly reporting.
- Collaborate and build strong relationships with finance teams and cross-functional leaders to understand customer deductions and the impact on trade spend and overall P&L
- Ensure annual trade spend processes are executed in a timely manner and external partner billbacks are completed timely and accurately.
- Ensure customer teams are engaged regularly to understand customer spending, maintain strong control processes and complete customer reconciliations
- Identify and drive efficiencies to streamline and simplify trade spend processes.
- Support all aspects of GCS including adherence to PepsiCo’s policies, values, and code of conduct.
- Develop team member’s capability to ensure progression in career and execution of simplification objectives.
Qualifications
- Must hold a CPA designation with at least 5 years of relevant experience, preferably within a related industry or a Big 4 accounting firm.
- Proven leadership and people management expertise, with a track record of guiding teams to achieve high performance.
- Exceptional analytical and problem-solving abilities, with a demonstrated capacity to make informed, strategic decisions.
- Advanced proficiency in Microsoft Office, particularly Excel; experience with SAP is considered a strong asset.
- Excellent collaborative and team-building skills, with a history of successfully working alongside senior leaders to drive organizational goals.
- Outstanding written, verbal, and presentation skills, with the ability to convey complex financial information clearly and persuasively to diverse audiences.