Finance Manager, Business Planning - West

Pernod Ricard•Chicago, IL

2d•$112,320 - $130,440•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
True business partner – ability to confidently interact across multiple functions and levels within the organization delivering a high level of customer service and understand and balance key priorities and needs of all stakeholders.
Strong prioritization skills – skilled at managing numerous and competing work streams simultaneously, to tight and often overlapping timelines.
Demonstrated critical thinking and problem-solving abilities
Excellent communication skills with ability to communicate at all levels to a diverse range of stakeholders.
Understand market dynamics and be able to clearly articulate strategic priorities for the business from both a finance & commercial perspective.
High attention to detail, while maintaining sight of the big picture and understanding of “why”.
Strong influencing and collaboration skills, proactive in challenging current ways of working to achieve better results in a more efficient manner while being highly collaborative and able to build cross functional relationships.
Intellectually curious and a proactive problem solver; you demonstrate logic and a creative approach to problem solving while providing actionable insights. Your curiosity leads you to identify opportunities, your determination drives you to implement them.
Agent of Change – you enjoy change innovation with a focus on your customer and lead change through influencing and partnering. You know that the only constant is change and can adapt to work under pressure in a detailed, accuracy and deadline-based environment.
Analytical and agile – your business acumen delivers insight-led recommendations, built on a foundation of analytical skills with attention to detail, enabling you to analyze, evaluate and summarize financial information.
Data Detective – excellent data management skills with a strong analytical mindset; ability to identify data issues and find solutions.
Highly motivated with a “roll-up the sleeves and get the job done” mentality, can work with autonomy.
Accountable and takes responsibility for own outputs and outputs of immediate team; Can prioritize and make clear choices.
Growth mindset.
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

Finance and Analytics: 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
Pricing: 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