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Sales Financial Analyst

Richmond Hill, Ontario, Canada
December 07, 2017

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Susan Moutsias, BA

*** ********** *******, *******, ******* L3R 3C8

Phone: (416) 416-***-****


Over 15 years of professional experience in Financial Analysis. Monthly, quarterly and annual forecasting and budgeting primarily in Consumer Packaged Goods with a specialty in trade spend

Highly motivated and energetic analyst with strong abilities to set priorities to meet deadlines and make quick decisions based on facts.

Excellent communicator who adapts rapidly to new business concepts and proficient with Excel, SAP and trade spend management software and an approachable team player that can take on a lead role or work cohesively


Randstad: Feb., 2017 to current

Contract roles as a Senior Financial Analyst for Nando’s Restaurants (6 weeks) and currently working on an open assignment with TeroGo Networks since May 2017 as a Financial Analyst. Main responsibilities include month end reporting, forecasting full Income statement and quarterly and annual budget planning.

Johnson & Johnson: Markham, Ont., March. 2016 to Jan. 2017

Senior Financial Analyst – Sales Finance, OTC Brands (Contract)

Responsible for the forecasts and reporting of actuals and variances for over the counter (OTC) brands in the Consumer division of J&J. Included in depth monthly variance explanations to plan/forecast and prior year.

Supported Sales team with monthly financial reviews and forecasts and performed Return on Investment analysis

Participated in month end close activities, reconciliations and SAP, BI-HANA testing.

Advantage Sales and Marketing: Markham, Ont., Sept. 2012 to Nov. 2015

Sales Planning Manager – main client was Del Monte Pet Food

Responsible for all aspects of Sales forecasting of sales volumes and trade spend (in MEI-TPM) by customer and by product. Provide pre and post promotional analysis to Sales account team and made recommendations on customer/product mix. Lead budgeting and monthly forecasting process with account managers and provided in depth analysis on actual variance to plan/prior year as well as a review of future risks and opportunities

Utilized and supported MEI (Trade Spend System) for tracking and reporting of sales and trade spend. Worked closely with sales account team to ensure sales and trade spend was captured accurately and all variances were explained. Met internal and external financial reporting and audit requirements and period end accruals

Energizer Canada: Mississauga, Ont., Oct. 2010 to Sept. 2012

Commercial Business Analyst - Finance

MEI Implementation Lead – responsible for all aspects of the Sales and Trade Spend system implementation. Conducted all system testing, training for over 30 colleagues, ongoing daily integration with all of ERP systems and all other reporting software used by cross-functional teams in the organization.

Supported all account teams with sales and trade spend management at a SKU level by customer Evaluated effectiveness of promotions combining market data (POS) with actual performance numbers. Worked closely with deduction management team to meet all audit requirements

Smucker’s Canada, Markham, ON: April 2009 to August 2010

Sales and Promotions Analyst - Sales

Management of the Seibel Trade Spend system for the Loblaw Sales Account Team. Responsible for all of the set up and tracking of all trade spend activities in the Siebel System (TPM) for the largest customer, Loblaw. Trained new hires on Trade Spend and Sales forecasting in Siebel.

Developed reports in Siebel that assisted the sales team to decide on programs that offered the best investment return on trade spend dollars. Worked closely with Sales Finance to meet all financial targets and to explain variances to budget, latest estimates and prior year and provided period end accruals

Implemented several processes which helped to manage all of trade spend expense and to comply with all internal and external audit requirements and achieved consistent deductions targets as well as the recovery of unauthorized funds taken by the retailer

Nestle Canada, Brampton, ON: Jan. 2008 – April 2009

Finance Manager (Sobeys Account Team)

Finance member of the Sobeys Account Team, focus was to ensure monthly sales and trade spend forecasts were accurate for twelve different and diverse categories. Managed all aspects of trade spend and deductions for all the banners within the Sobeys organization across the country.

Part of the implementation team for SEM reporting (BW in SAP) to allow visibility at the most granular aspect of Trade Spend which resulted in positive returns on promotional and every day allowances

Evaluated new opportunities presented by account team to ensure that the ROI on the activity was in line for the customer and for that category, worked very closely with Trade Marketing group to acquire funding

Cadbury Adams, Toronto, ON: Dec. 2003 to Dec. 2007

Business Resource Manager:

Supported several Customer Business Teams to provide accurate sales volume forecasts and had moved to providing analysis at a SKU level using Siebel. Held reviews with account team at every period and all risks and opportunities were evaluated through a Return on Investment tool. Consistently forecasted over 95% accuracy and in line with demand planning schedules to ensure accurate production.

Reviewed Customer Investment by account and ensured that correct levels of accruals were set up to meet customer agreements. Tracked spend vs. accrual rates to ensure that budgets were met per account and per segment. Met all Sarbanes Oxley requirements and internal and external audit needs.

Responsible for evaluation on promotions to ensure Return on Investments thresholds were met and performed post analysis evaluation and tracked performance for future opportunities. Provided training for many colleagues on Cognos (reporting by customer and by categories) and Customer Investment Software (Siebel), considered to be a super user on the above two software products as well as Excel

H.J. Heinz Company of Canada, Toronto, ON; Jun 1996 – March 2003

Senior Financial Analyst

Responsible for financial analysis and profit planning for a multi-million diversified Retail and Food Service division with a global customer base. Worked closely with marketing team to develop and monitor their budgets to a Gross Profit level. Reviewed and managed inputs from other departments to ensure they met expected targets and were fully compliant.

Education & Computer Skills


Bachelor of Arts, Major Commerce – University of Toronto, 1992

Professional training:

SAP, Bi-Hana, TM1, MEI Sales and Trade Spend software (Lead on implementation), Cognos; Siebel; Meeting Facilitator and Trainer, Time management skills, Team Building courses

Microsoft Office – Excel Advanced skills, Word, Power Point presentation.

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