Commercial Finance Analyst
Miami, FL
| Employer: | Pernod Ricard |
| Category: | Finance |
| Job Type: | Full Time |
Description | |
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Business Support & Analysis: - Assist Business Unit with preparation of customer/business presentations (e.g., trade shows, global customer negotiations, commercial meeting, etc.) - In collaboration with Business Unit and FP&A teams, prepare business proposals related to but not limited to pricing negotiations, discounts and rebates requests, and A&P funding. - Understands, challenges, and monitors A&P investment, rebates, discounts, and commitments and approves purchase orders with proper documentation. - Maintain trade terms database by updating in a timely manner and ensure systems as well as internal and external documentation reflect such terms. - Closely monitor performance of business vs. annual targets, quarterly milestones, and end-of-year landing and flag risks in a timely manner - In collaboration with Supply Chain team, ensure value maximization of allocated products by following value thresholds and finding opportunities or addressing potential risks. - Improve and/or develop and maintain tools and dashboards that provide accurate, relevant, and prompt information needed for decision making for Business Unit - Participate in market visits and customer meetings to gain knowledge of business model, provide insights on performance drivers, and identify business opportunities. Pricing Management: - Manages pricing process and ensures accurate and timely price input in ERP system. - Maintains pricing database, pricing structures, and customer price lists and ensures alignment between prices and product assortment. - Coordinates with Business Unit team's new product introductions (NPI's) to ensure pricing is submitted in a timely manner. - Partners with relevant departments to resolve pricing discrepancies and ensures accurate presentation of prices on invoice. - Monitors and evaluates price promotions, sharing results (key KPIs) in a consistent manner, and providing recommendations to Manager. - Manages Retail Sales Price (RSP) collection process, validates accuracy of data collected, actively performs pricing gap analysis (vs. competitor and shelf price), and highlights key competitor promotional activities. - Evaluates market trends, domestic retail price, and competitive set pricing to optimize pricing strategy and propose action plans. - Closely monitor net sales evolution at customer and brand level with a clear understanding of key drivers - Participates in the implementation and maintenance of pricing tools and performs adequate testing to ensure pricing accuracy. - Assists Manager in the preparation of pricing simulations related to annual price increases, customer negotiations, and profitability analysis of various pricing initiatives and new product introductions (NPIs) Depletions and Inventory Analysis: - Manages depletions process and ensures accuracy of data reported to Business Unit teams. - Performs monthly depletion trend review with Business Unit teams to understand key drivers and to propose remediation plan as needed. - Challenges depletions trends and closely monitors stock levels, identifies risks and opportunities, and notifies Business Unit teams in a timely manner. - Uses depletion and Retail Sales Value (RSV) information, when available, to assess promotion effectiveness and product performance within category. - Prepares ad-hoc and in-depth analysis as required by business. Forecast and Budget Planning: - In collaboration with FP&A, coordinate with Business Unit teams planning of volumes, A&D, A&P, and promotional, and provide supporting schedule templates to Business Units as needed. - Actively participates during planning process by providing insightful information related to depletion trends, stock positions, allocated volumes, promotional activities, etc. - Clearly documents assumptions related to drivers of volume, net sales, contributive margin, and CAAP and prepares internal presentations to share with Top Management - Assists Manager with preparation of presentations related to annual budget, latest estimates, and strategic plan as required by Group. - Participates in S&OP meetings to provide business insight and understand impact to business. INTERNAL RELATIONS Business Development, Marketing, Supply Chain, CODI, NOLA EXTERNAL RELATIONS Distributors, Retailers (on occasion) ROLE DIMENSIONS FINANCIAL All Investments including A&D, SPD and A&P Price, Mix and Volume Full P&L NON-FINANCIAL Team Participation S&R POSITION REQUIREMENTS EDUCATION Bachelor's Degree required, preferably in Finance or Economics, advanced degree not required but strongly preferred PROFESSIONAL EXPERIENCE A minimum of 5 years' experience required with at least 2 years reporting to an Executive level leader. Experience supporting teams within a Sales or Marketing function a plus. Excellent MS Office skills, strong presentation skills. Requires at least 5 years of experience in a business environment, experience in wine & spirits industry strongly preferred KNOWLEDGE General Finance Statistical analysis Accounting knowledge preferable REQUIRED COMPETENCES AND SKILLS - Experience with advanced modeling or development of Excel/Access tools - Ability to automate reports and procedures streamlining processes to create efficiencies. - Requires Advanced Level Excel and PowerPoint skills (i.e., macros a must, pivot tables, complex formulas, dashboards, special effects, multi-media, etc.) - Experience with database software/report writers (e.g., SQL, Oracle BI, Power BI) strongly preferred. - Requires solid understanding of database systems and systems integrations. - Strong analytical skills & ability to think strategically/ conceptually and take the initiative to lead results. - Ability to work under minimal supervision with strong leadership and entrepreneurial skills LENGUAGE Bilingual (Spanish/English) strongly preferred but not required Job Posting End Date: 2024-09-30 Target Hire Date : 2024-10-15 Target End Date : | |