Overview
A growing consumer packaged goods (CPG) brand is seeking a Commercial Finance Manager to support its expanding retail and club business. The organization develops, manufactures, and fulfills products in-house and is scaling rapidly with major nationwide retail and club partners. This role offers high ownership and impact in building financial infrastructure and driving profitable growth.
Responsibilities
Customer & Channel P&L Ownership
- Build, own, and continuously improve customer-level P&Ls across retail and club channels including Costco, Sam’s Club, Walmart, Target, and other key accounts.
- Establish clear channel-level profitability views to identify profit sources and margin leaks.
- Validate all inputs into the commercial P&L such as volume, price, mix, trade, and cost.
- Develop volume/price/mix variance analyses to explain revenue and profit changes in actionable terms.
Trade & Revenue Growth Management
- Plan, track, and assess promotional and trade investments, quantifying ROI by customer, event, and tactic.
- Improve trade spend efficiency by identifying low-return promotions and reallocating investments.
- Support sales operations with gross-to-net mechanics including deductions, disputes, and trade forecasting.
Pricing & Commercialization Support
- Provide financial analysis for pricing decisions including list price changes and customer-specific pricing.
- Support new product commercialization and customer launches with item-level profitability and gross-to-net modeling.
Reporting Infrastructure
- Develop reliable, repeatable customer P&L and trade reporting systems.
- Build dashboards and scorecards to regularly present customer and channel profitability to decision-makers.
- Integrate sales forecasting tools with financial forecasts to keep projections current.
- Collaborate with Finance leadership and data teams to integrate ERP, trade, and syndicated data.
- Maintain and enhance FP&A tools.
Cross-Functional Partnership
- Collaborate closely with Sales and Account teams on customer planning, joint business planning, and negotiation preparation.
- Align with Marketing and Brand teams on promotional planning and spend efficiency.
- Serve as a financial thought partner to the VP of Finance.
- Perform other duties as assigned.
Requirements
- 4+ years of experience in commercial finance, FP&A, trade finance, pricing, or revenue growth management, preferably in CPG, food & beverage, or similar consumer products.
- Experience with retail and/or club channel customers such as Costco, Sam’s Club, Walmart, and Target.
- Proven ownership of customer or channel P&Ls and trade investment analysis.
- Advanced Excel and financial modeling skills.
- Proficiency with BI/visualization tools like Looker, Tableau, or Power BI.
- Familiarity with trade/RGM platforms and syndicated data sources (e.g., Confido, SPINS, Circana/Nielsen); QuickBooks experience is a plus.
- Strong understanding of gross-to-net mechanics, volume/price/mix variance, and profitability levers.
- Ability to partner and influence across organizational levels.
- Capacity to manage multiple priorities in a fast-paced environment.
- Strong drive to execute and deliver results.
- Adaptability and eagerness to learn new processes, technologies, and approaches.
Compensation & Benefits
- Full medical, dental, and vision benefits.
- 401(k) plan.
- Parental leave.
- Four weeks of paid time off.
- Weekly pay.
- Stock options, with every employee considered an owner.
- Complimentary oatmeal products.
Location
Additional Information
- The role involves prolonged periods of sitting and computer work.
- Candidates must be able to perform essential job functions in compliance with ADA, FMLA, and other applicable laws.
- Regular and punctual attendance is required.
The organization is an equal opportunity employer committed to diversity and inclusion, providing equal employment opportunities without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, veteran status, or other protected categories under applicable laws.