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Robert Half Logo Robert Half · Finance

Customer Finance Manager

United States, Easton · Job Posted March 26, 2026
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Job Description

We are looking for an experienced Customer Finance Manager to support our sales team in Easton, Pennsylvania. This role bridges the gap between finance and sales, ensuring financial sales targets are achievable while enhancing customer relationships. You will drive profitability analysis and serve as a key advisor in negotiations and trade planning.

Job Responsibility

  • Provide strategic financial insights to sales leadership, including guidance on trading term negotiations and promotional activities
  • Monitor and analyze sales forecasts, actual sales performance, and trade programs while contributing to demand planning and inventory management
  • Prepare financial schedules for areas such as SG&A expenses, trade allowances, sales returns, adjustments, and customer profitability
  • Lead month-end close processes, including summarizing results, explaining variances, and preparing schedules for audits
  • Educate the sales team on the financial impact of trading terms, margins, and improved forecasting practices
  • Collaborate with sales on upfront planning for customer terms and negotiations, ensuring alignment with company profitability goals
  • Provide detailed insights on customer-specific trade information, including returns, allowances, deductions, compliance fines, and payment terms
  • Serve as a member of the S&OP Core Team to deliver net revenue plans, expand growth opportunities, and manage sales forecasting
  • Offer financial guidance on the implications of trading terms and strategies for enhancing customer profitability

Requirements

  • Proven expertise in financial modeling and analysis
  • Strong understanding of annual budgeting and variance analysis processes
  • Demonstrated ability to manage trade finance and customer profitability
  • Proficiency in Microsoft Excel and other financial tools
  • Experience in preparing and analyzing financial schedules for audits and reporting
  • Skilled in educating and advising sales teams on financial strategies and implications
  • Familiarity with sales forecasting, demand planning, and inventory management
  • Excellent communication and collaboration skills to work effectively across finance and sales divisions

What we offer

  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
  • free online training
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