Commercial FP&A Analyst

Key Responsibilities

• Trade Promotion Management and Forecasting:
• Own day-to-day inputs and data integrity of Salesforce Trade Promotion Management (TPM), including promotional events, pricing, volume plans, and customer/distributor hierarchies.
• Partner with the sales team to collect, validate, and load forecast inputs; follow up on gaps, stale assumptions, and unapproved changes.
• Drive the monthly forecast cadence and calendar, publishing deadlines, running working sessions with sales leadership, and reconciling the TPM forecast to the financial forecast.
• Maintain TPM documentation, training materials, and user support; identify and recommend system and process improvements.
• Commercial Investment Analysis and ROI:
• Build detailed ROI and post-event analysis on commercial investments, including crew drives, limited time offer (LTO) products, displays, and customer promotional programs.
• Develop pre-launch business cases with stated assumptions, break-even volumes, and risk/opportunity ranges; recap actual results and feed learnings back into future planning.
• Analyze price, volume, mix, trade rate, and gross-to-net drivers.
• Distributor Financials and Local Marketing Fund Management:
• Manage the tracking and reporting of the local marketing fund (LMF) with distributors, including accruals, approvals, spend versus budget, and balance reconciliation.
• Own the accuracy of distributor financials, including pricing, deductions, chargebacks, and depletion data; resolve discrepancies.
• Translate distributor financials into clear views for the sales team and serve as the finance point of contact for questions on distributor profitability and program economics.
• Commercial Reporting and Financial Planning:
• Prepare recurring commercial reporting—volume, net sales, trade spend, and customer/distributor performance versus budget, forecast, and prior year.
• Support the annual budget and long-range planning process for the commercial organization.
• Maintain and improve Excel models and system reporting, increasing automation.
• Build relationships across Sales, Trade Marketing, Supply Chain, and Accounting, and present findings clearly to non-finance audiences.

Requirements & Tech Stack

• Strong analytical mindset, decision-making, and problem-solving skills.
• Ability to influence and communicate clearly to gain alignment and drive action.
• Strong Excel and PowerPoint skills.
• Time management and project management skills.
• Attention to detail and dedication to accuracy.
• Maintain high level of organization and commitment to follow through.
• Enthusiasm and motivation.
• Candidates must reside in the Atlanta area.
• Hybrid work schedule (on-site 2–3 days per week).

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field.
• 0–2 years of experience in FP&A, accounting, commercial or sales finance, or data analysis; relevant internship or co-op experience will be considered.
• Strong Excel skills, including lookups, pivot tables, and the ability to build and audit a working model.
• Solid grounding in financial statement fundamentals and core finance concepts such as margin, contribution, and return on investment.
• Strong attention to detail and comfort reconciling and validating large data sets.
• Clear written and verbal communication, including the ability to explain financial results to non-finance audiences.

Preferred Qualifications

• Internship, co-op, or full-time experience in consumer products, CPG, beverage, or retail.
• Exposure to a trade promotion management (TPM), CRM, or planning system; Salesforce experience is a plus.
• Familiarity with BI and reporting tools such as Domo, Power BI, or Tableau, or with an ERP such as Business Central, SAP, or NetSuite.
• Experience with syndicated retail data (Circana/IRI, Nielsen, SPINS) or distributor depletion data.
• Working knowledge of Generally Accepted Accounting Principles (GAAP).