Sr Analyst, Regional Financial Planning and Analysis
About The Position
The Regional Senior Analyst – Planning & Analysis serves as a strategic business partner to Regional and Territory leadership, supporting financial decision-making that drives performance and profitable growth. This role owns the regional planning, forecasting, and gap-solving processes, providing actionable financial insights and partnering closely with Sales, Field Operations, and cross-functional teams to improve business results. The Regional Senior Analyst leads monthly Regional and Territory financial reviews, supports the annual business planning process, manages rolling estimates, and assesses financial risks and opportunities. The role also supports capital planning and approvals, commercial and post-deal analysis, incentive reviews, and franchise finance activities. This position operates as a senior individual contributor with significant influence across the organization.
Requirements
- 3+ years of experience in related field with Analyst experience preferred
- Strong change management skills, demonstrates innovation and creativity and an ability to influence/gain alignment across diverging perspectives
- Bachelor’s degree required
- Shared Company ethics and values
- Comprehensive knowledge of and experience in strategic thinking, financial planning, forecasting and modeling
- Strong communication, collaboration and presentation skills
- Excellent technical skills (Excel, enterprise planning tools)
Nice To Haves
- graduate degree preferred
- Preferred fields of study: Accounting, Finance, Business, or Economics
Responsibilities
- Act as the primary finance business partner to Regional and Territory leadership, supporting financial reviews, decision-making, and action planning
- Lead monthly Regional and Territory financial performance reviews, translating results into clear insights and recommended actions
- Partner with Sales and Field Operations to align financial outcomes with operational and commercial execution
- Lead the comprehensive annual business planning process for the assigned Region, including timelines, assumptions, interdependencies, and accountability
- Own the Regional Rolling Estimate process, consolidating forecasts and leading risks and opportunities assessments
- Drive financial gap-solving by identifying performance drivers and supporting leadership in developing and tracking action plans
- Support the Regional capital planning, approval, and management process, including ROI analysis and business case development
- Provide pre- and post-investment financial analysis for capital, real estate, and strategic projects
- Support commercial finance activities, including post-deal analysis and evaluation of commercial performance
- Provide franchise finance support, including coordination with The Coca-Cola Company finance on equipment, brand, and customer funding agreements
- Support Regional incentive review processes, ensuring financial accuracy and alignment with performance outcomes
- Support financial reporting tool development and automation, includes primary financial reporting tool, expense analysis, budget model, scorecards
- Support development of non-financial reporting as needed (e.g. Equipment, Fleet, work order detail, inventory analysis, labor)
Benefits
- Total Wellness Programs including health, dental and vision plans
- 401K program with healthy company match
- Supplemental Life Insurance
- Three weeks of vacation pay, and 10 company paid holidays
- Tuition reimbursement
- Employee Assistance Programs (EAP)
- Competitive compensation
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What This Job Offers
Job Type
Full-time
Career Level
Senior
