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Specialist, Finance - Large Store & Small Store

Date: 30-May-2023

Location: Toronto, ON, CA, M5A 1L1

Company: CONA Services

Work Location -  Toronto (Hybrid)

Employee Type -  Regular Employee FT  Salaried


About This Opportunity

The Finance Specialist will support the Finance Director/Managers in providing financial stewardship for the customer accounts in the retail channel and has the opportunity to work with the sales teams as well as other cross-functional business teams in managing all aspects of customer financial analysis, including trade spend control, annual customer planning / budgeting / forecasting, trade board submissions and customer profitability analysis.    


•    Conduct regular analysis on actual volume, rate, mix and gross profit vs business plan and forecast.
•    Create and update reports to monitor pricing and revenue performance against business plan.  Proactively highlight pricing issue and work with Pricing team to address.  
•    Coordinating contents for monthly customer performance review with Sales and other cross-functional teams including RGM, Commercial Executions, Customer Solution and Finance. 
•    Support developing customer P&L and profitability analysis. 
•    Partner with RGM to ensure pricing and trade spend are executed within guardrails and guidelines.
•    Work with sales and RGM team to develop annual customer revenue plan supported by program summary outlining depth and frequency of promotional activities with each customer.
•    Review pricing and CMA submissions against business plan. Submit request to trade board for incremental customer investment opportunities and conduct financial analysis to ensure investment yield desired ROI. 
•    Provide accurate revenue rate projections by customer for financial Rolling Estimate (RE).
•    Partner with Pricing and CMA team to ensure customer pricing/CMA requests are submitted with sufficient documentation for audit purposes and address any pricing discrepancy on a timely basis. 
•    Provide support on financial elements in customer presentations. 
•    Tracking of brand partner funding on all customer agreements and initiatives. Ensuring billing is kept up to date.


•    Bachelor’s degree in finance or accounting is required
•    3+ years related work experience
•    Detail oriented and be able to identify issues and off-trend performance using standard reports and tools. 
•    Strong collaboration skills required to work with key stakeholders across different functions. 
•    Commitment to ensuring integrity in financial results and adherence to ethical business practices. 
•    Communicate effectively with both written and verbal communication skills. 
•    Time management skills required to ensure critical timelines are met with a sense of urgency
•    Ability to multi-task and re-organize in response to changing priorities and tight deadlines
•    Actively pursuing MBA, CPA, CFA or equivalent designation is an asset

About Us

Proudly Canadian and Independently Owned, we are Coke Canada Bottling!


Coke Canada Bottling is Canada's premier bottling company. We are an independently owned business encompassing over 5,800 associates, more than 50 sales and distribution centres, and five production facilities nationwide.


We have a 120-year heritage of manufacturing, marketing, selling, and distributing the major branded ready-to-drink products Canadians love. We pride ourselves on building diverse and sustainable relationships with our customers, consumers, stakeholders, and communities through our shared values: lead with an entrepreneurial mindset, collaboration, integrity, accountability, quality and safety.


Our brands include: Coca-Cola®, Diet Coke®, Coca-Cola® Zero Sugar, Sprite®, Fanta®, Barq's®, NESTEA®, POWERADE®, Minute Maid®, DASANI® and vitaminwater®; and our partner brands: Canada Dry®, Monster Energy®, and A&W®.


All offers of employment at Coca-Cola Canada Bottling Limited (“Coke Canada”) are conditional upon a successful background clearance obtained through our contracted third-party vendor. The standard clearance requirements depend on the position and may include some or all of the following: criminal clearance, employment verification, education verification, and driver’s abstract review. Please advise the Talent Acquisition team if you have any questions or concerns in regard to any of the foregoing once you are contacted for further consideration.


Coke Canada Bottling is committed to creating a diverse and inclusive workforce with several programs, policies and resources in place to support our people. For individuals requiring accommodations or support throughout the recruitment process please contact our Talent Acquisition Services team by calling 1-844-383-2653 or email

For more information about Coke Canada Bottling, please visit