Financial Analyst, Central Planning

Responsibilities

• Provide daily reporting of our financial sales to the entire organization including senior leadership.
• Aid in the monthly S&OP forecasting cycle, aligning with Senior stakeholders from Trade Finance, Trade Sales Planning, and Operations (both Supply and Demand Planning).
• Align and consult with cross-functional teams on planning portfolio innovation, discontinuation, and overall performance.
• Develop a forecast of our total RBNA Financial Sales plan by SKU, month, route to market in support of data entry.
• Actively monitor performance of our portfolio for DOH, potential out-of-stocks, or high inventory counts.
• Responsible for forecasting our Gross Sales Value for all RBNA and ensuring data entry during planning cycles.
• Provide weekly Gross Sales Value (GSV) updates in comparison to our latest plan to trade finance leadership and highlight any basic exposure risk.
• Support the planning and reporting of travel and entertainment expenses across several Sales HQ departments, working closely with the teams on reclassifications and risk & opportunities to their plans.
• Collaborate with operations team to ensure submission of our New SKU Launch Proposals to HQ by stated deadlines.
• Provide weekly dispute reporting to our Key Account teams for visibility throughout the month.
• Prepare scenarios and simulations with the inputs from our business partners.
• Support the Sales Teams and Channel leads in budget management and ensure overall budget adherence.
• Perform ad hoc calculations and insights to drive performance with the business.
• Responsible for the data entry of our total RBNA Revenue.
• Aid in the Business Plan/Revised Estimate data collection and data entry.
• Cover timing and input needed during the budget process.
• Agregate/consolidate the individual plans to a total plan.
• Support and challenge the T&E budget owners during the planning process.
• Prepare year-to-go best estimates to avoid risk as much as possible.
• Assist the Sr Manager in managing any variances to the agreed-upon BP/FRE/SRE targets.
• Ensure T&E costs are properly loaded into controlling systems.

Requirements

• 2 – 3 years of experience as financial analyst.
• Above average with MS Excel, PowerPoint, and willingness to learn new ERP systems.
• Very strong communication skills and highly organized.
• Ability to work across multiple functions autonomously.
• Ability to convert analysis into insights.
• Understand sales drivers and connections between data and sales execution.
• Beverage or CPG experience preferred.
• High performer with desire to learn.
• Travel 0-10%.

Qualifications

• Experience with MS Excel, PowerPoint, and willingness to learn new ERP systems.
• Strong communication and organizational skills.
• Ability to work independently and across multiple functions.
• Understanding of sales drivers and data connections.
• Preferred experience in beverage or consumer packaged goods industry.
• Desire to continuously learn and grow.
• Up to 10% travel.

Skills

• Financial analysis and forecasting.
• Data entry and reporting.
• Communication and collaboration.
• ERP system proficiency.
• Understanding of sales drivers and data connections.

Benefits

• Comprehensive Medical, Dental, and Vision Plans.
• 401(k) Match.
• Family Leave.
• PTO & Paid Holiday Schedule.
• Pet, Legal, and Life Insurance.
• Tuition Reimbursement.

Pay

$67,000 – $101,000 + cash incentives.

Schedule

Permanent.