Financial Planning and Analysis Manager

Responsible for being the key Finance Business Partner to the Sales and Marketing teams.  Ensure robust understanding, recording and analysis of all Trade Spend/Gross to Net (GtN), ensuring all month-end activities in this regard are in accordance with JDE policies.  Lead the financial planning and analysis process – including monthly management reviews, quarterly business reviews and Annual Operating Plan.

Principal Accountabilities / Responsibilities

• Business partnering to sales teams and senior management by preparing monthly Customer P&Ls and analysing the actual results regarding trade deals, making GTN budgets for each customer and rolling forescast & SOP, building a system to get control over trade spend in channels, control of distributors’ actual spend at each month end.
• Partner the sales team in decision making on Promotions by building / maintaining the ROI tools to ensure net positive trade promotions.  Observe and correct any deviations from KPI’s.
• Business partnering to marketing teams and leadership on NPD and Innovation projects and post-launch analyses.
• Full accountability for the JDE ZA trade spend entries in SAP.
• Responsibility of GTN accrual calculations, preparation of all related recons and financial statements/reports.
• Responsible for general ledger accounts for trade spent to ensure accuracy and completeness.
• Responsible for month end volume, sales, closing activities for GTN.
• Financial Planning & Analysis – leading the financial process for month-end close, the quarterly QBR’s and Annual Operating Plan.
  • Understanding the drivers and changes in the IBR’s, Forex, Conversion costs and other Cogs inputs and how these impact the PnL.
  • Collaboratıng with Revenue Manager on pricing and trade discount impacts and giving value-added analysis and recommendations to Leadership Team on pricing decisions.
  • Financial inputs into the QBR/MMR/AOP decks and partnering with other functions to complete the full deck.
  • Adherence to all submission deadlines in respect of Finex and BPC.
• Responsible for the quarterly Aico control and submissions and relevant GRC’s.
• Responsible for the internal & external audit  in relation to all Trade Spend transactions/processes.
• Assistance with other add-hoc projects and reporting.
• Work closely with Accounts Receivables (AR) to ensure that customer deductions and claims have been sufficiently and accurately accrued for.
• To ensure that TAS (JDE trade spend accrual system) accruals are reconciled monthly.
• Ensure that as far as possible all TAS accruals are processed against AR.