Associate Financial & Demand Planning Analyst

Summary

The Associate Financial & Demand Planning Analyst will support financial planning, analysis, reporting, and monthly Demand Planning activities. The position will have an approximate focus of 60% Demand Planning and 40% Financial Analysis.

The role will support the preparation and analysis of financial forecasts, Latest Best Estimate (LBE), management reporting, P&L, expense forecasting, and Demand Planning activities while ensuring the accuracy and integrity of financial data.

The incumbent will collaborate with Finance, Marketing, Product Management, Planning, and Accounting teams to support business objectives, forecast accuracy, and effective financial and inventory planning.

Key Responsibilities

• Support the monthly Demand Planning cycle, including analysis of forecast variations.
• Analyze and upload SKU-level demand forecasts into SAP based on approved LBE assumptions.
• Evaluate demand trends and identify potential risks and opportunities.
• Collaborate with cross-functional teams to improve forecast accuracy and support inventory and business planning decisions.
• Support the preparation and submission of the Latest Best Estimate (LBE) and related financial forecasts.
• Assist with P&L analysis, pricing, standard costs, expenses, and financial planning activities.
• Prepare month-end financial reporting packages according to established reporting calendars.
• Support local month-end closing procedures and financial reporting requirements.
• Prepare and support month-end journal entries, including commissions, bonuses, HCP, revenue recognition, and rebates.
• Perform Balance Sheet analysis.
• Support Product Managers with expense variance analysis and forecasting.
• Assist with quarterly Plan/RLBE submissions, including SG&A, A&P, HCP, brand-level P&L analysis, budgets, and financial summaries.
• Provide Marketing teams with A&P investment and sales performance information to support activity planning, budget allocation, and business reviews.
• Support internal and external audits and corporate financial requests.
• Maintain financial data accuracy, integrity, and compliance with applicable Corporate and Division financial policies and procedures.
• Collaborate with Finance, Marketing, Product Management, International Planning, and Accounting teams.
• Manage multiple priorities and meet established reporting and business deadlines.

Requirements

• Bachelor’s Degree in Accounting.
• 1–3 years of relevant experience in Demand Planning, Financial Analysis, Accounting, or related functions.
• Experience or knowledge in Demand Planning and financial forecasting.
• Knowledge of financial planning, reporting, P&L analysis, and month-end activities.
• Advanced Microsoft Excel skills.
• Working knowledge of SAP and Power BI.
• Strong analytical and problem-solving skills.
• Excellent attention to detail, accuracy, and data integrity.
• Ability to manage multiple priorities and meet aggressive deadlines.
• Ability to work independently with minimal supervision.
• Strong interpersonal, collaboration, and communication skills.
• Bilingual in English and Spanish.
• Available to work remotely for a 6-month project assignment.

Preferred Qualifications

• Experience supporting LBE, forecasting, Demand Planning, or financial planning processes.
• Experience working with SKU-level forecasts and SAP.
• Experience supporting cross-functional teams, including Finance, Marketing, Product Management, and Planning.
• Knowledge of financial reporting and planning systems.