• Own monthly financial reporting processes and standard reporting cadence • Produce monthly financial and operational KPI packages for leadership • Enhance transparency and accessibility of reporting through continuous process improvements • Develop and maintain headcount, ROI, and efficiency reporting across the organization • Serve as the NetSuite Planning & Budgeting (NSPB) subject matter expert, including monthly rollovers and hierarchy maintenance • Lead reporting and dashboard development, including publishing and security management • Leverage automation, AI, and scalable tools to improve reporting efficiency and accuracy • Support monthly forecasting and variance analysis • Contribute to annual and long-range planning, including building budget templates and reporting packages • Prepare executive-ready presentations and analysis for the VP of Finance, CFO, and Board of Directors

• Sales & Pipeline Reporting: Generate and maintain sales performance dashboards, pipeline tracking, and renewal forecasting reports. • Data Audits & Cleanups: Identify and correct bad data, perform CRM data quality audits, and ensure the accuracy of key sales metrics. • CRM Data Management: Perform backfilling of missing data, match records between systems, and ensure consistency across platforms. • Cross-System Data Matching: Reconcile and align data across Salesforce and integrated systems to maintain a unified source of truth. • Ad-Hoc Analysis & Reporting: Provide insights and reporting support for revenue operations, sales strategy, and leadership teams.

• Support the grantmaking work of the BCBSNC Foundation by ensuring timely and accurate payments of grants and expenses • Production of accurate, quality and timely GAAP and statutory financial reporting • Ensuring adherence to financial accounting controls and policies • Coordinating the monthly, quarterly, and yearly close • Managing or performing functions related to accounting and or reporting on a GAAP/FASB basis • Collaborate with management on the development of the annual budget • Prepare journal entries and account reconciliations, assist with the monthly close activities, prepare schedules and other general accounting functions • Responsible for preparation of GAAP/FASB monthly, quarterly, and annual reports for internal/external audiences

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Category Manager at C.A., you will play an important role maintaining the go-to-market analytics designed to support, track, and grow core and new product initiatives for all retailers and channels. You will provide the analytics and insights needed to optimize pricing, promotion, distribution, and shelf placement as well as participate in business review analyses. This position will maintain value-added and actionable category management tools, incorporating customer learning and strategic brand insights that will guide sales and the client to achieve Key Performance objectives. You will perform as if you are an internal consultant and trusted advisor to our sales organization as well as our top clients. Fully Remote but if local to Chicago, IL will observe a hybrid schedule 3 days a week in office. Salary: $90,000 - $100,000 based on experience, qualifications and skills. Travel Requirements: 10-20% to present to clients. Key Responsibilities - Strategic Leadership: Define and implement an advanced business intelligence strategy aligned with the Insights Pillar vision, ensuring the function delivers actionable and measurable impact. Support 1-5 top clients including reporting, retailer category reviews, client/retailer performance, etc. - Analytical Excellence: Drive proficiency in key analytical tools and methodologies, optimizing how the team leverages SPINS, Nielsen, IRI, Mintel, and other data sources to uncover business opportunities. - Category & Business Insights: - Develop and execute category management strategies aligned with client KPIs and best-in-class merchandising principles. - Create fact-based category reviews, business reviews, and selling stories that integrate shopper, distributor, syndicated, and consumer insights to drive informed decision-making. - Lead and present business reviews and strategic recommendations to clients and retailers, influencing go-to-market strategies and shelf-space optimization. - Partner with sales teams to develop and deliver compelling account presentations on new items, share of shelf, and efficient assortment strategies. - Performance & Promotional Analytics: Conduct post-promotional analyses to optimize future planning, ensuring programs deliver ROI and align with best practices. - Cross-Functional Collaboration: Serve as a key insights partner to internal teams, fostering alignment across category management, sales, and marketing. - Process Optimization: Continuously refine methodologies for reporting, distribution void identification, and opportunity gap quantification to drive efficiency and effectiveness. Qualifications - Bachelor’s Degree plus 5+ years of CPG industry experience, preferably in Natural/Specialty/Organic food and beverage. - Advanced proficiency in SPINS (Satori), Nielsen, IRI, and other data platforms. - Expertise in selling story development, category reviews, and category management principles. - Highly advanced Excel and PowerPoint skills to support data storytelling. - Ability to synthesize complex data into actionable insights and drive strategic recommendations. - Track record of implementing scalable processes to improve reporting, analytics, and team productivity. - Strong ability to translate data-driven insights into clear, compelling narratives for both internal and external stakeholders. - Thrives in a fast-paced, deadline-driven environment with a focus on continuous improvement and impact. Requirements - UNFI experience. - Extensive Nielsen experience. - Experience presenting to retailers. Benefits - PTO & Sick Days. - 11 paid company holidays per year. - 1 Floating Holiday. - 2 paid volunteer days per year. - 3 months fully paid parental leave (regardless of gender). - Medical, dental, and vision. - Paid company life insurance. - 401k with company match. - Summer hours (half day Fridays from Memorial Day thru Labor Day). - Work from home flexibility. - Bonus eligibility. Company Description C.A. is committed to making our company more inclusive. Diversity fuels our innovation and better connects us to our clients, our colleagues, and our communities. Based on research, we know that women and other marginalized groups tend to apply to roles only when their experience perfectly matches the job description. That said, we encourage you to apply if you meet the majority of qualifications, especially if this role aligns with your career trajectory.