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About the Role

We are seeking a strategic and commercially minded Finance Manager to serve as the financial lead for a portfolio of retail customers. In this role, you will partner closely with Sales Directors, National Account Executives, and cross-functional teams to drive profitable growth, strengthen customer-level financial performance, and support data-driven decision-making. This role is responsible for customer P&L management, trade investment governance, forecasting, pricing analysis, and strategic financial planning. This is an exciting opportunity for a finance professional who wants to work closely with the business and make a direct impact on customer performance. You will use your financial analysis, commercial insight, and stakeholder management skills to support pricing, trade investment, forecasting, and profitable growth.

Responsibilities

Lead financial ownership of customer P&Ls, providing clear insights, recommendations, and decision support to Sales Directors and account teams.
Analyze customer performance through regular reviews of forecast vs. actuals across volume, rate, mix, gross profit, and trade spend.
Ensure Trade Promotion Management (TPM) data integrity and alignment with financial systems, partnering with IT, RGM, and Sales to maintain accurate trade spend, promotional calendars, and customer investment tracking.
Develop and maintain customer profitability models, including full P&L builds, scenario modeling, and ROI assessments.
Drive customer performance reporting, highlighting variances to plan/forecast and identifying risks, opportunities, and corrective actions.
Evaluate pricing strategies and trade spend classification to optimize pricing and promotion efficiency.
Support annual customer revenue planning, including promotional calendars, investment levels, and program summaries.
Provide financial leadership in Collaborative Business Planning (CBP) to balance topline growth with internal profit objectives.
Review pricing and Trade Spend submissions, ensuring alignment with business plans and preparing trade board requests for incremental investments.
Deliver accurate customer level revenue rate forecasting in a timely manner.
Ensure compliance and audit readiness for pricing and Trade Spend documentation; resolve pricing discrepancies promptly.
Support customer presentations with financial insights, profitability narratives, and data driven recommendations.

Requirements

Bachelor’s degree in Finance or Accounting required.
MBA, CPA, CFA, or equivalent designation preferred.
5+ years of relevant finance experience, ideally in CPG, retail, or customer-facing commercial finance.
Strong financial acumen with the ability to translate data into actionable commercial insights.
Comfortable navigating ambiguity and using available data to form recommendations with risk mitigation considerations.
Excellent communication skills, including the ability to explain financial performance through clear storytelling.
Demonstrated leadership in supporting cross functional teams and influencing business decisions.
Skilled collaborator able to work effectively with Sales, Commercial, and Customer Solutions.
Proactive mindset with the ability to anticipate business needs and identify process improvements.
High integrity and commitment to accurate financial reporting and ethical business practices.
Strong time management skills with the ability to prioritize and meet tight deadlines.
All offers of employment with Coke Canada Bottling are conditional upon successful background clearance completed through our contracted third-party provider. Requirements vary by position and may include criminal, employment and education verification, as well as a driver’s abstract where applicable.

Skills

Financial analysis
Commercial insight
Stakeholder management
Pricing analysis
Forecasting
Trade investment governance
P&L management
Financial planning
Communication
Leadership
Collaboration
Time management

Location

Toronto, Ontario

Work Type

Hybrid

Experience Level

5+ years of relevant finance experience

Education Level

Bachelor’s degree in Finance or Accounting
MBA, CPA, CFA, or equivalent designation preferred

Salary/Compensations

$108,000- $115,000 annually

Benefits

Access a comprehensive benefits package supporting your physical, mental and financial well-being.
Participate in retirement and savings programs, paid vacation and floater days.
Employee volunteer opportunities

About the Company

Coke Canada Bottling is Canada’s Local Bottler. We’re Made Local.
Proudly independent, Canadian and family-owned, we make, distribute, merchandise and sell some of the most-loved beverages Canadians enjoy.
Our more than 6,000 employees work coast-to-coast across over 50 sales and distribution centres and five manufacturing facilities.

Equal Opportunity

Coke Canada Bottling has been recognized as one of Canada’s Best Employers for Diversity. We are committed to fostering a diverse, equitable and inclusive workplace where everyone feels they belong.
Research shows that women-identifying candidates and members of other marginalized communities may hesitate to apply unless they meet every qualification. If this opportunity excites you, we encourage you to apply—even if your experience does not match every item listed. Your perspective could be exactly what we need.