Finance Manager, Business Planning - West

Pernod Ricard • California, MD

83d • $112,320 - $140,400 • Hybrid

About The Position

The position of Finance Manager of Business Planning actively engages the market to identify growth opportunities and provides thought leadership to division sales teams through a combination of routine deliverables and ad-hoc analysis. The role requires an individual with strong communication and interpersonal skills who is highly analytical and can utilize information to influence a wide array of stakeholders from different business functions in order to achieve the region's financial targets.

Requirements

• Minimum 5+ years of experience in a finance, pricing, or commercial analytics role; multi-functional and/or Spirits industry or CPG experience a plus.
• Requires a BS / BA degree, MBA a plus.

Nice To Haves

• Exceptional Excel and PowerPoint skills. Hyperion Essbase expertise a plus.
• Experience with dashboarding in BI tools (either directly or through BI partners) - demonstrated ability to create dynamic analytical tools leveraging a variety of data sources a plus.
• Proficiency in Nielsen/IRI, NABCA, PowerBI, ThinkCell, VISTAAR and/or similar systems.

Responsibilities

• Key thought-partner and advisor to the regional sales teams, Senior Finance Manager, Division Finance Director and Distributor Partners.
• Provide business performance tracking and insights to key stakeholders.
• Build ad-hoc 'what-if' type analysis to support leadership decision making and conduct program post-analysis to evaluate ROI.
• Present financial business reviews to division leadership and distributor partners.
• Period end close responsibilities including preparation of accruals and analysis of actual results versus budget/forecast.
• Prepare budgets and latest estimates of gross sales, price support, customer redemptions and entity grants with input from the Sales, Brand and Revenue Management teams.
• Convert budgets and latest estimates into financial plans in Hyperion forecasting system.
• Reconcile differences between estimated and AOP.
• Identify and execute any opportunities to optimize and enhance the region's P&L; work with region to identify and mitigate risk.
• Execute any RGM led opportunities.
• Benchmark processes across Business Planning community.
• Maintain accountability for market-level spend accuracy within budget.
• Collaborate with state leads and distributor partners to support creation and tracking of local market fund (LMF) investment plans.
• Coach market teams to make profitable decisions.
• Improve net sales performance by actively identifying strategic and tactical pricing optimization opportunities.
• Plan and execute pricing plan including price increases and changes to pricing strategy in conjunction with distributor partners and brand team stakeholders.
• Conduct analysis of competitive activity in the market and recommend pricing counter tactics to commercial teams.
• Collaborate with state leads and distributor partners on post event analysis and price execution analysis.
• Ensure market compliance with brand pricing strategy through periodic market surveys/syndicated data analysis and work with sales teams to execute adjustment plans and Brand & Revenue Management teams to adjust brand strategies to fit marketplace dynamics when needed.
• Conduct price elasticity studies to determine volume and revenue implications of price changes within different channels and customers.
• Complete and maintain Promotional Calendars for the region.
• Coordinate where necessary activities between National and Regional Chains and Independent operators.
• Price filings as required.

Benefits

• Flexible work policy with hybrid option to work remotely 2 days a week.
• Commitment to sustainability, safety, and giving back to the community.
• Inclusive culture where diversity is celebrated.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Beverage and Tobacco Product Manufacturing
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees