Finance Business Services Analyst

Reporting to theManager, 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 foranalyzing 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.

The ideal candidate will sit in Frisco, TX

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.

Core Competencies

• Decision Making – Identifying and understanding issues, problems, and opportunities and choosing a course of action or developing appropriate solutions

• Initiating Action – Taking prompt action to accomplish objectives

• Adaptability – Tries to understand changes and modifies behavior accordingly

• Quality Orientation – Follows procedures and ensures high-quality output

• Contributing to Team Success – Actively participates as a member of a team to move toward the completion of the goals

• Managing Work – Effectively managing ones time and resources to ensure that work is completed efficiently

• Formal Presentation – Presenting ideas effectively to individuals or groups when given time to prepare

• Customer Focus – Crafting and implementing service practices that meet customers and our own organization’s needs.

• Continuous Learning – Actively identifying new areas for learning.

• Benefits, subject to eligibility, and collective bargaining agreements (where applicable): Medical, Dental and Vision, Paid Time Off, 401(k) program with employer match, Child & Elder Care, Adoption Benefits, Paid Parental Leave, Fertility Benefits, Employee Resource Groups, Breastmilk Shipping Services, Dependent Scholarship Program, Education Assistance, Employee Assistance Program, Personalized Wellness Platform and more!
• Annual bonus based on performance and eligibility

• Minimum of a BA/BS in a business related field
• Computer literate with strong knowledge of Excel
• Strong Communication and interpersonal skills
• Preferred 1 year of business 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
• Preferred 1 year using analytics to influence business partners

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.