Background/General Purpose of Position:

The purpose of the CD Finance Business Partner role is to provide finance/ commercial business partnering to the Customer development team in the areas of performance management, financial control, S&OP, JBP and strategic planning and building financial acumen within the Sales teams.

Responsibilities, Accountabilities, Consultation and Information

Responsibilities:

   Performance Management:

•     Review in month performance vs forecast, highlighting gaps and recommending corrective action

•     Influence and challenge 0-6 month account forecast and reviewing against FY CVA to identify issues and areas where the team need to focus.

•     Understand external drivers of Customer performance and communicate to wider business

Financial Control

•     Responsible for maintaining control of the Customer Balance Sheet

§  Ensure balance sheet accurately reflects customer liabilities

§  Manage down the level of gross and aged deductions

§  Work with CD team to re-claim invalid deductions

§  Lead for minimising price claims and improving invoice accuracy

•     Identify areas where the Account team can lead for improvements in Working Capital i.e. payment days

•     Where relevant work with the Finance team of the external Customers to resolve balance sheet related issues

Business Partnering

•     Support Account Leadership Team who are responsible for delivery of in year results and formulating future strategy

•     Manage TTS investment with specific focus on driving ROI improvement in promotional spend (OPSO) and Non Event Spend

•     Optimise profitability of Account P&L, through driving mix and managing UPG/UVG.

•     Partner Account Directors in formulating annual JBP negotiations.  Ensure that investments are fully counter-parted and that the ROI of counter-parts improve year on year. 

•     Track in year JBP performance and coordinate quarterly pay for performance reviews to ensure that the Customer is delivering what we have paid for and manage accruals accordingly.

Accountabilities:

•     Financial results delivery of the Account Team vs. Prior year and submitted forecast.

•     Year on year sales growth and gross margin enhancement.

•     Integrity of the balance sheet

•     Improvement in operational effectiveness measures

•     Strategic plan/JBP with key financial levers and metrics

Consultation:

•     Monthly financial forecast.

•     Business performance reviews.

•     Review of operational effectiveness.