Commercial Finance Analyst- Union City / Cerritos

What You Need To Know

Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people – and equips them with leading technology, continuous learning, and the ability to bring their best selves to work. As the premier wine and spirits distributor, Southern Glazer’s isn't just one of Forbes’ Top Private Companies; it's a family-owned business with deep roots dating back to 1933.

Southern Glazer’s offers a competitive compensation package. Pay compensation range is between $60,000 - $80,000 / year plus bonus and benefits. This is an average range for this position. In determining a final offer, the company will evaluate a specific candidate's education, skills and experience and will make an offer appropriately.

The reputation of Southern Glazer’s is well-established, and it's no surprise that we are regularly recognized for our culture. Southern Glazer’s has been recognized by Newsweek as one of America’s Greatest Workplaces for Inclusion and Diversity, as well as for Women and Parents and Families. These accolades speak volumes about our commitment to creating a supportive and inclusive culture of belonging for all employees.

As a full-time employee, you can choose from a wide-ranging menu of our Top Shelf Benefits, including comprehensive medical and prescription drug coverage, dental and vision plans, tax-saving Flexible Spending Accounts, disability coverage, life insurance plans, and a 401(k) plan. We also offer tuition assistance, a wellness program, parental leave, vacation accrual, paid sick leave, and more.

By joining Southern Glazer’s, you would be part of a team that values excellence, innovation, and community. This is more than just a job – it's an opportunity to build the future of beverage distribution and grow with a company that truly cares about its people.

Overview

The Commercial Finance Analyst provides data management support to the state through the analysis and reporting of sales volume, profitability, pricing/program effectiveness, market penetration, and account management.

Primary Responsibilities

• Participate in meetings with Sales Management, Marketing, Pricing and suppliers, related to financial planning, reporting, and analysis
• Support Marketing team and suppliers in building the local marketing budgets to achieve supplier AOPs
• Work with Marketing and Sales management teams to ensure profitability goals are achieved
• Support Commercial Finance team in identifying overspend risks and opportunities
• Support Commercial Finance team, Marketing Directors, Pricing Directors, and Sales management teams to ensure plans adhere to budgets as part of the annual planning process
• Assist and support Marketing Directors, related to Innovation brands, to develop & implement pricing of all new items
• Participate in the monthly vendor/supplier billing aging process and ensure meeting the objectives given by National leadership
• Support Commercial Finance team to manage supplier banks; reconcile records to supplier records
• Generate monthly financial recaps & fiscal year-end projections for strategic suppliers
• Responsible for gross profit analysis
• Responsible for tracking local marketing expense actuals vs budget
• Coordinate supplier initiated check requests/third party vendors
• Perform other job-related duties as assigned
  
  

Additional Primary Responsibilities

Minimum Qualifications

• Bachelor s Degree plus three years of experience; or an equivalent combination of education and experience
• Two years of financial analysis experience in a corporate environment
• Must be detail oriented
• Must have knowledge of Accounting principles/concepts and an understanding of financial ledgers
  
  

Physical Demands

• Physical demands include a considerable amount of time sitting and typing/keyboarding, using a computer (e.g., keyboard, mouse, and monitor), or adding machine
• Physical demands with activity or condition may occasionally include walking, bending, reaching, standing, and stooping
• May require occasional lifting/lowering, pushing, carrying, or pulling up to 20lbs
  
  

EEO Statement

Southern Glazer's Wine and Spirits, an Affirmative Action/EEO employer, prohibits discrimination and harassment of any type and provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. SGWS complies with all federal, state and local laws concerning consideration of a qualified applicant's arrest and/or criminal conviction records. Southern Glazer's Wine and Spirits provides competitive compensation based on estimated performance level consistent with the past relevant experience, knowledge, skills, abilities and education of employees. Unless otherwise expressly stated, any pay ranges posted here are estimates from outside of Southern Glazer's Wine and Spirits and do not reflect Southern Glazer's pay bands or ranges.