Senior Financial Analyst

Senior Financial Analyst – Trade Finance

Location: Burlington, Massachusetts, United States (On-site)

Industry: Food and Beverage Services

Work Setting: On-site

Are you passionate about leveraging financial analysis, trade promotion management, and data-driven insights to optimize commercial investments and improve business performance?

We are seeking a Senior Financial Analyst – Trade Finance to support sales and finance organizations through effective trade spend management, financial forecasting, reporting, and promotional investment analysis. This role will play a key part in ensuring trade investments are accurately planned, tracked, reconciled, and optimized while partnering with cross-functional stakeholders to drive financial performance and operational excellence.

Key Responsibilities

Trade Spend Management

• Serve as a trusted finance partner to sales teams, providing guidance on trade investment planning, tracking, and financial accountability.
• Support the effective execution of customer-specific and national promotional programs while ensuring compliance with established financial controls.
• Act as the central resource for trade spend monitoring, budgeting, forecasting, and reporting activities.
• Ensure promotional investments are accurately recorded and managed within Trade Promotion Management (TPM) systems.

Financial Analysis & Reporting

• Analyze promotional spending trends and identify opportunities to optimize trade investments and improve return on investment.
• Develop, maintain, and enhance financial reports, dashboards, and KPI tracking tools using advanced Excel and reporting techniques.
• Monitor trade spend performance against budgets and provide actionable recommendations to stakeholders.
• Deliver insightful analysis to support business planning, profitability improvement, and strategic decision-making.
• Partner with finance leadership on profit and loss (P&L) management and financial performance reviews.

Forecasting & Financial Planning

• Support monthly, quarterly, and annual forecasting processes through accurate trade spend projections.
• Utilize sales, shipment, distributor, customer, and forecast data to improve financial planning accuracy.
• Assist in analyzing variances between planned and actual spending and provide recommendations for corrective actions.
• Contribute financial insights that support budgeting, forecasting, and business planning initiatives.

Trade Promotion Management Administration

• Provide guidance and training to sales teams on effective utilization of Trade Promotion Management systems.
• Ensure promotional activities and trade investments are accurately captured, maintained, and monitored within system workflows.
• Collaborate with cross-functional partners to improve processes, reporting capabilities, and system effectiveness.
• Support ongoing user training, best practices adoption, and compliance with internal financial policies and procedures.

Financial Controls & Reconciliation

• Perform monthly reconciliation of planned versus actual promotional spending.
• Validate customer rebates, trade agreements, and financial calculations when required.
• Ensure appropriate accruals and financial liabilities are recorded accurately.
• Support audit readiness and adherence to internal controls and financial governance requirements.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related discipline.
• 5 years of experience in financial analysis, trade finance, sales finance, revenue management, trade marketing, or related commercial finance functions.
• Experience supporting trade promotion planning, forecasting, budgeting, or financial management processes.
• Advanced proficiency in Microsoft Excel, financial modeling, and data analysis.
• Experience analyzing large datasets and translating findings into actionable business recommendations.

Preferred Qualifications

• Degree specialization in Finance or Accounting.
• Experience within consumer products, retail, beverage, food and beverage, manufacturing, or other fast-moving consumer goods environments.
• Experience with Trade Promotion Management (TPM) platforms and trade optimization tools.
• Familiarity with forecasting systems, distributor data, syndicated data, customer performance metrics, and sales analytics.
• Experience supporting P&L management, revenue growth initiatives, and commercial finance operations