Financial Analyst, Central Planning

The Finance Analyst will be heavily involved in supporting our financial sales forecast by SKU for RBNA S&OP purposes and will be responsible for the revenue forecast associated with it. The Finance Analyst will act as a business partner for the sales department, will be responsible for performing analysis and providing recommendations to the VP and SR Manager of Trade Finance. Given the high interaction with Senior leadership, the Finance Analyst will play a big role in in supporting our Sales team strategy as well as pro-actively monitoring and steering the SKU level volume forecast. In addition, the Finance Analyst will support the planning and reporting of travel and entertainment expenses across several Sales HQ departments, as well as assist in developing New SKU Launch Proposals and ensuring alignment for HQ submission. They will provide reporting support to our distribution team on their DP billbacks and disputes.

FINANCIAL SALES & GSV - FORECAST & REPORTING

Provide daily reporting of our financial sales to the entire organization including senior leadership.

Assist the monthly S&OP forecasting cycle, which includes alignment 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 GSV updates in comparison to our latest plan to trade finance leadership and highlight any basic exposure risk

DISTRBUTION & HQ - REPORTING & ANALYSIS

Provide reporting to our distribution team on their DP billbacks and support with ad hoc questions and guidance on potential discrepancies

Monitor closely discrepancies between DP requested billbacks and RBNA’s calculated billbacks

Provide weekly dispute reporting to our Key Account teams for visibility throughout the month

Collaborate with operations team to ensure submission of our New SKU Launch Proposals to HQ by stated deadlines

Support the planning and reporting of travel and entertainment expenses across several Sales HQ departments, working closely with the teams on reclasses and risk & opportunities to their plans

BUSINESS PARTNERSHIP

Act as a contact for our business partners and can challenge them when necessary

Work closely with our various contacts, has a service mentality but also challenges them, asks questions, gives suggestions and insights

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

PLANNING & FORECASTING

Responsible for the data entry of our total RBNA Revenue

Assist in the Business Plan/Revised Estimate data collection and data entry

Coordinate timings and input needed during the budget process

Aggregate/consolidate the individual plans to a total plan

Support and challenge the T&E budget owners during the planning process

Prepares 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