Senior Financial Planning & Analysis Analyst - Breakthru Beverage Group

Overview:

The Senior Financial Analyst will be a part of the Corporate Financial Planning and Analysis (FP&A) team at Breakthru Beverage Group and plays a critical strategic role in enhancing the company's financial health. This position will help manage and drive a comprehensive budgeting, forecasting, and financial reporting process spearheaded by the Corporate FP&A team.

 

A central aspect of this role is becoming an expert on our planning and forecasting processes and tools. This includes the technical, analytical, and administrative management of our budgeting and financial software, ensuring optimal performance and maximizing user engagement. This role will utilize these tools to conduct detailed variance analysis and deliver actionable financial insights, driving data-driven decision-making across the organization.

 

Salary and Benefits Statement:

Any offered salary is determined based on the internal equity, internal salary ranges, market data/ranges, applicant’s skills and prior relevant experience.

• Salary Range:  $89,700 - $100,000 annually.
• This position is eligible for benefits including health care, life insurance, paid time off, and retirement benefits.

 

This role operates in a hybrid schedule, preferably carried out from Cicero, IL.

Responsibilities:

• Expense Variance Analysis: Conduct in-depth analysis of expense variances across consolidated financials, identifying trends, variances, and key metrics to provide actionable insights for financial improvement.
• Forecasting and Budgeting: Assist in the development and execution of monthly forecasting and annual budgeting processes, ensuring alignment with corporate financial goals and market conditions.
• Software Administration: Administer and optimize the Oracle budgeting and reporting tools, including troubleshooting issues and managing relationships with IT and other relevant departments to ensure seamless functionality.
• Process Efficiency: Drive efficiencies in planning and reporting processes through the automation of financial processes and the implementation of software enhancements, reducing manual workload and increasing accuracy.
• Forecasting Models: Develop and monitor both short- and long-term forecasting models for beverage entities, providing strategic insights to guide business decisions.
• Ad Hoc Analysis: Conduct ad hoc financial modeling and decision support analysis for special projects, delivering tailored insights to support strategic initiatives.
• Training and Education: Lead training sessions and workshops to educate finance users on the budgeting process and software tools, enhancing team capabilities and ensuring consistent application of best practices.
• Technical Documentation: Prepare comprehensive technical documentation, including user manuals for budgeting and other corporate financial tools, to support user understanding and software utilization.
• ROI Modeling: Assist with ROI modeling for corporate project requests, providing formal financial recommendations to the project steering committee to guide investment decisions.
• Other duties, as assigned by the jobholder’s supervisor, may also be required.

Qualifications:

• Bachelor’s degree in finance, accounting, economics, or other quantitative analysis field
• Minimum 5 years of experience in financial analysis position with a focus on technical financial modeling
• Advanced skills in Microsoft Excel and PC skills using MS Office and other various computer programs including presentation software
• Must be a results-oriented professional with verbal/written communication skills using diplomacy and discretion as well as customer service skills
• High level of professionalism and integrity while dealing with confidential information
• Strong presentation and communication skills, with the ability to effectively present complex financial information to senior management.
• Proficiency in planning and budgeting (EPM) software is preferred.
• Strong analytical skills and the ability to work with large data sets, translating data into actionable insights.
• High level of professionalism and integrity when handling confidential information.
• Ability to work in fast-paced, high-volume environment and stay motivated and self-directed with exceptional attention to detail.

Preferred Qualifications:

• Experience in Investment banking or external consulting
• Financial modeling experience
• Experience with Planning & Budgeting (EPM) software
• Past professional accounting experience a plus, CPA preferred

Physical Requirements:

• While performing the duties of this job, the employee is regularly required to, stand, sit; talk, hear, and use hands and fingers to operate a computer and telephone

 

This job description is only a summary of the typical functions of this position, not an exhaustive or comprehensive list of all possible job responsibilities, tasks and duties. Responsibilities, tasks, and duties of individual jobholders may vary from the above description.

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EEO Statement:Breakthru Beverage Group is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information and other legally protected characteristics. The EEO is the Law poster is available Here, if you need a reasonable accommodation because of a disability for any part of the employment process, please call (708) 298-3536 and let us know the nature of your request and your contact information.Category:Finance/Accounting