Commercial Finance Lead

Job title: Commercial Finance Lead

Location: Hoboken, New Jersey (Hybrid)

Type: permanent, full time

Our culture and values:

Our values — People First, Ownership, Passion for Excellence, and Consumer and Customer Centricity — shape how we work every day 🤝 We connect with care and respect, take responsibility for our contribution and keep finding better ways to deliver for our consumers and customers.

Bring your ideas and curiosity. You’ll learn through hands-on experience, share knowledge and work with colleagues who support one another. Together, we create an inclusive environment where everyone can contribute and take pride in what we build.

Your role:

Lipton Teas & Infusions is hiring a Commercial Finance Lead to lead finance partnership with the Sales and Marketing teams across North America. The role owns the financial side of S&OP and forecasting, trade spend management and accruals, revenue growth management, and innovation performance tracking. A Sr. Finance Analyst reports to this role. The role works directly with the Head of Finance and commercial leadership, and is expected to challenge plans as well as support them.

Your key responsibilities:

S&OP and Forecasting

• Lead the finance input to the monthly S&OP cycle for the US, Canada and Mexico, reconciling volume, price/mix and trade assumptions with Sales, Marketing and Supply Chain.
• Own the monthly top-line forecast from gross sales to net revenue, and latest estimates against the annual operating plan.
• Quantify risks and opportunities and build gap-closing plans for leadership review.
• Lead net revenue, trade and A&P inputs to the annual operating plan and three-year plan.

Trade Management and Accruals

• Own the trade budget by customer and channel, and track spend against plan and forecast.
• Run the month-end trade accrual process, supported by program data.
• Reconcile trade balances; work with Deductions and AR on customer claims and post-audits.
• Run pre- and post-event promotion ROI analysis and recommend changes to promotional plans.
• Maintain customer P&Ls and gross-to-net reporting.

Revenue Growth Management

• Partner with the RGM and Sales teams on pricing, pack-price architecture, mix and promotional strategy.
• Model the P&L impact of list price changes, including volume elasticity and expected customer and competitor response.
• Track price/mix and net revenue per unit by market, customer and channel, and explain variances.
• Review trade terms and customer investment levels to find margin improvement opportunities.

Innovation Tracking & Controls

• Build financial business cases for new products, covering volume, margin, trade and launch investment.
• Track launch performance against the business case and report results to leadership.
• Recommend whether underperforming launches continue, get corrected or exit.
• Maintain internal controls over trade and A&P spend; support internal and external audits.

Team Leadership

• Coach and mentor the Finance Analyst: set priorities, review output, give regular feedback, and build capability in forecasting, trade and reporting.

What we are looking for:

Qualifications and Experience

• Experience: 8+ years of progressive finance experience, including at least 4 years in commercial or sales finance within CPG or beverage.
• Trade and RGM: Hands-on ownership of trade spend accruals, gross-to-net and customer P&Ls; experience with pricing and price/mix analysis.
• Multi-market: Experience supporting more than one country; exposure to Canada or Mexico and multi-currency reporting a plus.
• Forecasting: Experience running S&OP or demand forecasting from the finance side.
• Education: Bachelor's degree in Finance, Accounting or Economics; CPA, CMA or MBA preferred.

Skills

• Modeling: Advanced Excel and financial modeling.
• Systems: Power BI and Power Query; ERP (SAP preferred) and trade promotion management (TPM) tools.
• Market data: Working knowledge of Nielsen or Circana data for promotion and innovation analysis.
• Communication: Clear, concise written and verbal communication with senior audiences.

🌱 What’s in it for you:

Location and work arrangement — Based in Hoboken, New Jersey. Hybrid: three days per week in the office and two days remote.

Trusted to lead — Take ownership, shape ideas and deliver results.
Growth through experience — Learn by doing and taking on real responsibility.
Pride in what we build together — Make an impact on well-known brands with colleagues who support you.

Benefits and perks:

• Comprehensive insurance plans - health, dental + disability and life Insurance   

• 401(k) with 5% company matching + an extra 4% after your first year   

• Flexible Spending Account and Dependent Care Accounts   

• 20 days paid time off per year, going up to 25 days after 2 YoS and 30 days after 5 YoS 

• 10 company holidays per year 

• Parental Leave - Primary & Secondary    

What to expect from us:

We know that the whole recruitment process can be stressful, so we promise to make it as straightforward as possible. Our process is usually 2-3 stages (depending on the seniority of the role) and we are aiming to review every CV within 2 weeks. 

We are an organization committed to equity, inclusion and diversity to drive our business results and create a better future, every day, for our employees, global consumers, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. We are interested in every individual bringing their whole self to work and this includes you!