Sr Finance Analyst

Sr Finance Analyst

Work Mode:

Hybrid

Location: Hybrid - Kohler, WI

Opportunity

Join the Sales & Marketing Finance Team:

• Lead financial performance and strategic decision making for our Retail Channel.
• Collaborate with senior leadership to manage financial outcomes.
• Develop and implement growth strategies for Retail.
• Offer critical financial analysis and guidance.
• Work in a dynamic, team-oriented environment.

If you’re ready to leverage your finance expertise in a challenging and rewarding role, we want to hear from you! Apply now to join our team and help shape the future of Kohler Co.

Basic Objective

Serve as the strategic finance partner for the Retail Channel with a focus on Lowe’s and Other Key Retail Accounts (e.g. Menards, Ace), and Amazon. This includes performing financial analysis, communicating financial insights and recommending actions to increase revenue and improve profitability while driving strong partnerships within this cross-functional team.

They will execute the role in alignment with Kohler Co. policies, procedures in a matrixed organizational structure, and must maintain the highest level of integrity ethics and candor to all key management levels of the business and Kohler Co.

Specific Responsibilities

• Lead Financial Management and Planning for Key Retail Accounts
• Provide comprehensive financial support and analysis for Lowe’s and other key retail partners, owning the full P&L for the channel.
• Collaborate with teams to ensure accurate reporting, forecasting, and planning.
• Play a pivotal role in developing the financial plan for the retail channel, ensuring it is both credible and aspirational serving as a foundation for business improvement and strategic decision-making

Support Strategic Growth Initiatives

• Conduct proforma analyses to support the division’s strategic growth objectives.
• Provide financial insights and recommendations for customer line reviews, aisle resets and expansions, promotional strategies, and new customer onboarding.

Partner on Customer Programs and Negotiations

• Deliver financial expertise for customer-specific programs and negotiations, including rebates, collect programs, defective allowances, merchandising support, and media initiatives.
• Manage customer programming with accuracy and accountability, ensuring timely resolution of discrepancies through proactive collaboration with Sales and Credit teams. Drive process efficiency and maintain strong customer relationships by upholding financial commitments and swiftly addressing issues as they arise.

Prepare and Publish Financial Reporting Materials

• Oversee the preparation and timely distribution of key financial documents, including monthly financial statements, annual financial plans, quarterly business reviews (QBRs), and forecast packets.
• Provide detailed reporting on operating expenses and market performance as needed.

Contribute to Team Projects and Ad Hoc Analysis

• Support additional responsibilities within the Retail Channel Finance team, including special projects and ad hoc analyses assigned by the Finance Manager.

Core Competencies

• In addition to exhibiting Leading Boldly Behaviors of Delighting Customers, Inspiring People, Boldly Innovate, Own It, and Prioritize, this person must exhibit strong competency in:
• Driving and Facilitating Change
• Process Improvement and Agile Mindset
• Communication
• Organization & Planning
• Proficiency in financial modeling and data analysis tools (e.g., Excel, SAP BPC or similar Financial Forecasting System, Power BI, etc.)
• Ability to work collaboratively in a team environment.
• Detail-oriented with a high level of accuracy.

Skills/Requirements

• A Bachelor of Business Administration degree in Accounting or Finance is a minimum requirement.
• This requirement is coupled with a minimum of at least 4 years of working experience.
• Demonstrated proficiency in Microsoft Excel, including advanced functions.
• Experience with SAP is a plus.
• Workday experience is a plus.

Applicants must be authorized to work in the US without requiring sponsorship now or in the future.

We believe in supporting you from the moment you join us, which is why Kohler offers day 1 benefits. This means you’ll have access to your applicable…