Commercial Finance Planning Analyst

Sazerac Company•Jeffersontown, KY

About The Position

The Commercial Finance Planning Analyst plays a key role in supporting the organization's financial planning, commercial performance analysis, and strategic decision-making. This position is responsible for developing insightful financial analyses, preparing executive reporting, supporting the annual operating plan (AOP), and partnering with commercial leaders to improve business performance. The ideal candidate combines strong analytical capabilities with business acumen to translate financial data into actionable recommendations.

Requirements

Bachelor’s degree in finance, accounting, economics, business administration, or a related field
Advanced microsoft excel skills, including financial modeling and data analysis
Proficiency with business intelligence tools such as power bi or tableau
High attention to detail and commitment to data accuracy
Ability to communicate complex financial information clearly to both finance and non-finance audiences
Excellent financial modeling and quantitative analysis capabilities
Ability to work independently while contributing effectively within a team environment
Strong analytical and problem-solving skills
Collaborative mindset with strong interpersonal and relationship-building skills
1–3 years of experience in financial planning & analysis (fp&a), commercial finance, corporate finance, or related analytical roles
Experience supporting annual operating plans, forecasting, and management reporting
Experience working with cross-functional commercial or sales organizations is preferred

Nice To Haves

MBA or professional certification (CPA, CMA, or CFA) is a plus
Experience with ERP systems (SAP, Oracle, Microsoft Dynamics, or similar) a plus
Experience with planning and reporting tools such as Hyperion, OneStream, Anaplan, or Adaptive Planning a plus

Responsibilities

Support the development, coordination, and execution of the Annual Operating Plan (AOP), including volume, revenue, and gross profit.
Analyze business performance against budget, forecast, and prior year, identifying key drivers and recommending corrective actions.
Build, maintain, and validate financial planning models, assumptions, hierarchies, and data inputs in planning system (Oracle EPM).
Produce detailed financial analyses to support commercial decision-making, including sales, margin, pricing, product, and performance.
Identify trends, risks, and opportunities through data analysis and present actionable insights to business leaders.
Perform variance analyses and root cause investigations to explain financial results.
Support scenario modeling and sensitivity analyses for business planning and investment decisions.
Build recurring financial reports, dashboards, and key performance indicators (KPIs) for executive leadership and commercial teams, leveraging both excel and Power BI.
Improve reporting processes through automation, standardization, and visualization tools.
Ensure the accuracy, consistency, and integrity of financial data across reporting platforms.
Continuously evaluate and improve financial planning, forecasting, and reporting processes.
Assist with implementation of new reporting tools, financial systems, and planning technologies.
Promote best practices in financial analysis, data management, and performance measurement.