TriSearch · 1 week ago
Senior Manager, Sales Finance
TriSearch is seeking a Senior Manager, Customer Finance in the CPG sector. This role is responsible for driving profitable revenue growth and customer performance through strategic financial partnership with sales and commercial leadership, focusing on sales forecasting, pricing analysis, and performance reporting.
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Responsibilities
Serve as the primary finance partner to senior commercial leadership, supporting go-to-market strategy, customer economics, and distribution initiatives
Evaluate customer and channel performance, identifying risks, opportunities, and investment strategies that improve returns
Lead financial analysis for pricing, innovation launches, market expansion initiatives, and customer joint business planning (JBP) negotiations
Partner with Sales to establish revenue targets and trade budgets; track performance against plan through monthly S&OP and trade reviews
Produce and present recurring customer financial reporting to executive leadership, translating data into actionable insights
Qualification
Required
Experience managing CPG trade budgets, accruals, and actuals
Strong understanding of gross-to-net, pricing mechanics, and sales operations
Advanced financial modeling and analytical skills
Ability to influence and communicate effectively with senior leadership
Experience supporting innovation pricing and customer negotiations
Comfortable managing multiple priorities in a deadline-driven environment
Process-oriented, with an interest in improving tools, reporting, and decision support
Advanced proficiency in Excel; strong working knowledge of PowerPoint
Bachelor's degree in Finance, Accounting, Business Administration, or related field
High ownership mentality with a bias toward execution
Curious, analytical, and comfortable questioning assumptions
Collaborative working style with strong follow-through
Hands-on approach with comfort operating close to the business
Preferred
Private equity–backed or sponsor-owned company experience