Finance Manager, Business Planning

Pernod Ricard•New York, NY

3d•$114,000 - $142,450•Hybrid

About The Position

The Finance Manager, Business Planning plays a key role in identifying growth opportunities and providing thought leadership to regional sales teams through routine deliverables and ad hoc analysis. This role partners closely with sales, finance, revenue management, brand teams, and distributor partners to deliver business insights, optimize performance, and support strategic decision-making. The position requires a highly analytical and agile finance professional who can translate data into actionable recommendations and influence a broad range of stakeholders. This is a high-impact opportunity for someone who enjoys balancing financial planning, performance analysis, and pricing strategy to help deliver the region’s financial targets.

Requirements

Bachelor’s degree required
5+ years of experience in finance, pricing, or commercial analytics
Strong business partnering skills with the ability to work effectively across multiple functions and levels while balancing stakeholder priorities and delivering a high level of customer service.
Demonstrated critical thinking, problem-solving, and analytical capabilities, with the ability to evaluate and summarize financial information and turn insights into actionable recommendations.
Strong prioritization, collaboration, and influencing skills, with the ability to manage numerous competing workstreams under tight and overlapping deadlines.
Advanced Excel and PowerPoint skills required

Nice To Haves

Master of Business Administration preferred
multifaceted experience and/or spirits industry or consumer packaged goods experience is a plus
experience with Hyperion Essbase, business intelligence tools, Nielsen/IRI, NABCA, Power BI, ThinkCell, or similar systems strongly preferred

Responsibilities

Partner with regional sales teams, the Senior Finance Manager, Division Finance Director, and distributor partners to provide business performance tracking, financial insights, and strategic recommendations that support delivery of regional financial targets.
Prepare budgets and latest estimates for gross sales, price support, customer redemptions, and entity grants, incorporating input from Sales, Brand, and Revenue Management teams, and translate those plans into the Hyperion forecasting system.
Lead period-end close responsibilities, including accrual preparation and analysis of actual results versus budget and forecast, while reconciling differences between estimates and Annual Operating Plan (AOP).
Build ad hoc what-if analyses, post-program return on investment evaluations, and other decision-support tools to help leadership assess opportunities, risks, and performance improvement actions.
Present financial business reviews to division leadership and distributor partners, clearly communicating market dynamics, financial outcomes, and strategic priorities from both a finance and commercial perspective.
Identify and execute opportunities to optimize regional profit and loss performance, improve spend accuracy within budget, and support market teams in making profitable decisions, including Local Market Fund (LMF) investment planning and tracking.
Improve net sales performance by identifying and executing pricing optimization opportunities, conducting competitive and price execution analyses, supporting price increases and pricing strategy changes, and ensuring compliance with brand pricing strategy through market surveys, syndicated data analysis, and price elasticity studies.