Sr. Financial Analyst - Customer Finance - Chicago, IL

Sr. Financial Analyst - Customer Finance (Walmart) - Bentonville, AR

Join to apply for the Sr. Financial Analyst - Customer Finance (Walmart) - Bentonville, AR role at Wells Enterprises

Job Description

The Senior Financial Analyst will serve as a strategic Finance partner to the Sales organization, responsible for providing analyses and recommendations to support business decisions and strategy building across customers and sales channel(s). This role will complete and present complex analysis, interpret financial data, and translate analytics and insights into actions. Additional responsibilities may include month-end close, managing customer and channel financials, balance sheet expense management, forecasting, and strategic planning.

• Partner with assigned Customer Channel(s) Lead to serve as main point of contact into finance for customer-specific deliverables. Collaborate with cross-functional teams— including Sales, RGM, and Trade Finance —to drive initiatives that improve customer performance and business outcomes
• Analyze customer profitability and revenue trends to generate actionable insights that drive business performance; engage with Sales and Revenue Management to evaluate risks and opportunities.
• Provide Leadership with strategic insights and data-driven recommendations on current and future business performance, through detailed financial modeling and analysis
• Lead monthly Trade, Placement, and other allowance forecasts, including explanation of key drivers, risks, and opportunities for assigned sales channel(s). Work closely with the Trade Finance to manage customer-specific trade offer analysis and ensure the accuracy of trade balance sheet positions through ongoing collaboration with Sales, Customer Claims, and Revenue Management.
• Lead financial analysis and proforma P&L modeling involving customer portfolios and make recommendations on the financial viability of incremental opportunities.
• Manage SG&A expense budgeting, forecasting, and actuals reporting for assigned channel(s). Analyze and prepare month-end close entries for relevant P&L and balance sheet accounts.
• Design and distribute standardized reports, ensuring data relevance for key stakeholders. Continuously identify and implement process improvements that drive greater efficiency and accuracy.
• Perform other duties or special projects as requested by senior management

Qualifications

• Bachelors Degree in Business, Accounting or Finance.
• Minimum of 5-7 years of related experience, preferably in Commercial Finance or FP&A.
• Knowledge:
  Knowledge of Generally Accepted Accounting Principles and analytical concepts, financial operating systems and processes.
• CPG experience required.
• Skills:
  
  Highly proficient in Microsoft Office applications, with advanced expertise in Excel, including complex functions and data analysis. Experience with Tableau, Oracle, and Essbase/Smart View preferred. Strong communication, organizational, and interpersonal skills, with attention to detail, self-motivation, and adaptability in dynamic environments. Strategic thinker with strong analytical, critical thinking, and financial modeling skills; capable of building models from scratch and translating complex data into actionable insights.
• Abilities:
  Attention to detail and accuracy, ability to multi-task and effectively manage priorities. Ability to build strong relationships with business partners, including senior leadership.
• Ability to travel 10-15%.

Wells Enterprises is an EEO/AA employer M/F/Vet/Dis