Sr. Commercial Financial Analyst

Community Coffee•Frisco, TX

7d•Onsite

About The Position

The Sr. Commercial Finance Analyst gives Coffee Services Division leaders a clear, current view of pricing, profitability, and cost of goods sold to support commercial decisions focused on margin. The role owns pricing and gross margin analysis, COGS and trade-spend analytics, and the division’s budget, forecast, and strategic-plan cycles across its channels. It serves as a finance business partner to division leaders and works closely with Accounting, Sales, Marketing, and Supply Chain partners. Success is measured by the quality and timeliness of margin insight, forecast accuracy, and recommendations that leaders act on to grow profit. The analyst leads pricing, profitability, and gross margin analysis; evaluates costs, business opportunities, and risks; and translates financial results into actionable recommendations. The position leads annual budget and periodic forecast cycles, supports the Five-Year Strategic Plan, prepares downhill projections, and builds and maintains AI-enabled management reporting and dashboards using approved tools. It also helps managers understand pricing and margin drivers, budgeting, and return-on-investment considerations. Work is performed primarily in an office environment and includes prolonged periods of sitting, standing, and working at a computer. The position may occasionally require lifting and moving up to 25 pounds, bending, reaching, and moving between work areas and meeting locations. Travel is up to 10%.

Requirements

High school diploma or equivalent required.
At least five years of relevant analytical experience, with demonstrated ability to analyze pricing, profitability, gross margin, and cost of goods sold and translate findings into recommendations leaders act on, or an equivalent combination of education and directly related experience.
Advanced proficiency in Microsoft Excel, including financial modeling and scenario analysis.
Ability to present financial analysis and recommendations clearly to senior leaders and non-finance audiences.
Travel up to 10%.

Nice To Haves

Bachelor's degree in Finance, Accounting, Economics, or Business Administration, or an equivalent combination of education and directly related experience.
Certified Management Accountant (CMA) certification.
Financial planning and analysis, commercial finance, or pricing experience in consumer packaged goods, food and beverage, or manufacturing.
Experience with trade spend, promotional effectiveness, or commodity-driven cost analysis.
Experience with SAP S/4HANA and Power BI or comparable ERP and business intelligence tools.

Responsibilities

Lead pricing, profitability, and gross margin analysis for the Coffee Services Division, model the margin impact of price actions, cost movements, product and customer mix, and promotional or trade investments, and recommend actions to leadership.
Analyze cost of goods sold—including green coffee, packaging, manufacturing, and freight—against standards and forecast; explain variances and quantify the margin impact of commodity and input-cost changes.
Evaluate business opportunities and risks, including new product launches, pricing actions, trade and advertising investments, customer or channel expansion, and supply chain initiatives, using ROI and margin analysis.
Serve as a finance business partner to Coffee Services Division leaders, translating financial results into actionable recommendations that drive profitable growth and cost savings.
Lead the annual budget and periodic forecast cycles for the Coffee Services Division by consolidating inputs, challenging assumptions, and communicating deadlines and deliverables.
Support the Five-Year Strategic Plan with forecast modeling, scenario analysis, and presentation materials for senior management and the Board of Directors.
Prepare and update downhill projections, applying insights from business reviews to year-end performance targets.
Build and maintain AI-enabled management reporting and dashboards tracking pricing, margin, and performance against budget, forecast, and prior year using approved analytics and AI tools.
Analyze current and projected performance against internal targets, competitor results, and industry trends, and identify cost-saving and profit-generating opportunities.
Serve as liaison between the Coffee Services Division, Accounting, and Information Services on financial impacts, reporting needs, proposed adjustments, and system enhancements.
Educate business managers on pricing and margin drivers, budgeting, and return-on-investment considerations.
Perform other duties as assigned; responsibilities may change to meet business needs.