Prepare all periodic business requirements, including period reporting and forecast analysisDevelop AOPs in coordination with Customer Managers and Field Sales Managers and communicate drivers of growth and risks/opps to Manager, Sales Finance and Director of Sales. Ensure tactical changes are planned to achieve pricing objectives set forth by the Quaker Business UnitPrepare IFRs in coordination with Customer Managers and FSMsConduct quarterly liability reviewsCollaborate with Customer Managers to identify trade efficiencies and increase net revenue and profitReview and approve events in SAP to support trade accrual generation and customer reimbursementPerform SAP event maintenance and manual overlay adjustments to support accurate Sales Planner data is captured

•Manage and Update Period Forecast for PCNA products providing key insights and cause of change analysis•Lead period close process providing insights to senior leadership•Oversee Period Field reporting of Transportation Performance providing analysis of results•Lead AOP & PSP development for PCNA products by working closely with Brand Finance and Supply Chain Leadership to understand key trends, metrics and changes to the business for the upcoming year. •Manage SOX Reporting requirements for Transportation Finance team

•Support the manufacturing team through financial performance reporting and analysis, including planning, forecasting, performance management score-carding, and cause of change assessments for 8 internal plants •Work with managers to provide forecast adjustments at each site with detailed drivers of the changes•Partner with SC Innovation to & Capital Team understand capital projects in the pipeline and ensure they are properly forecasted•Support PSP and AOP process, including development of methods/tools/processes•Perform ad-hoc analysis that leads to problem solving and business improvement

•Leverage knowledge of PepsiCo Warehouse Sales Go-To-Market strategic plans to perform timely, accurate translation of Sales customer trade promotion plans into SAP financial transactions•Responsible for maintaining 2,500+ events with an annual total trade value in excess of $50MM•Maintain timely verification of sales contracts and related support including finance director approvals•Work proactively with Finance and Sales to address and resolve outstanding accrual issues•Develop and maintain effective relationships with Sales Customer Managers and Sales Finance Managers to ensure PepsiCo customers receive timely trade reimbursement•Identify and support the sales team in making necessary promotional changes, highlighting the downstream impacts of any changes

•Project management, data management and coordination of relevant sales material necessary for management hold better sales and service conversations with sales •Develop, track & distribute reporting as it relates to pricing, ad effectiveness, new item performance and market share•Analyze and communicate distribution scorecards for priority packages & brands in order to provide sales force with up to date business & innovation performance•Communicate health of brands within business channels and identify opportunities & gaps within business segments•Design and create customized analysis in response to senior management inquiries for better understanding of brand health, competitive performance, margins and customer performance•Develop, update & distribute quarter end volume & period incentive targets

•Establish and communicate month and quarter end commissions for Chicago Tribune Regional Sales Department and relay findings to VP of Finance, VP of Marketing and Sales •Audit sales representative revenue for accuracy to process commission reports•Develop and communicate sales revenue goals and commission rates for over 40 sales representatives•Calculate commissions accrual in accordance with various commission plans•Work with Sales, Professional Services, and Management and provide suggestions and assistance on commission rates and payouts•Conduct month-end and quarter-end reconciliation of sales revenue

• Aid analysts in calculating rates of return for investment portfolios • Provide support for characteristics and detailed attribution reports• Assist in analyzing and monitoring investment related data for portfolios• Conduct month-end and quarter-end reconciliation of market values and transactions