Financial Analyst, Central Planning

Job description

FINANCIAL SALES & GSV - FORECAST & REPORTING Provide daily reporting of our financial sales to the entire organization including senior leadership. Assist the monthly S&OP forecasting cycle, which includes alignment with Senior stakeholders from Trade Finance, Trade Sales Planning, and Operations (both Supply and Demand Planning). Align and consult with cross functional teams on planning portfolio innovation, discontinuation, and overall performance Develop a forecast of our total RBNA Financial Sales plan by SKU, month, route to market in support of data entry Actively monitor performance of our portfolio for DOH, potential out of stocks, or high inventory counts Responsible for forecasting our Gross Sales Value for all RBNA and ensuring data entry during planning cycles Provide weekly GSV updates in comparison to our latest plan to trade finance leadership and highlight any basic exposure risk DISTRBUTION & HQ - REPORTING & ANALYSIS Provide reporting to our distribution team on their DP billbacks and support with ad hoc questions and guidance on potential discrepancies Monitor closely discrepancies between DP requested billbacks and RBNA’s calculated billbacks Provide weekly dispute reporting to our Key Account teams for visibility throughout the month Collaborate with operations team to ensure submission of our New SKU Launch Proposals to HQ by stated deadlines Support the planning and reporting of travel and entertainment expenses across several Sales HQ departments, working closely with the teams on reclasses and risk & opportunities to their plans BUSINESS PARTNERSHIP Act as a contact for our business partners and can challenge them when necessary Work closely with our various contacts, has a service mentality but also challenges them, asks questions, gives suggestions and insights Prepare scenarios and simulations with the inputs from our business partners Support the Sales Teams and Channel leads in budget management and ensure overall budget adherence Perform ad hoc calculations and insights to drive performance with the business PLANNING & FORECASTING Responsible for the data entry of our total RBNA Revenue Assist in the Business Plan/Revised Estimate data collection and data entry Coordinate timings and input needed during the budget process Aggregate/consolidate the individual plans to a total plan Support and challenge the T&E budget owners during the planning process Prepares year-to-go best estimates to avoid risk as much as possible. Assist the Sr Manager in managing any variances to the agreed upon BP/FRE/SRE targets Ensure T&E costs are properly loaded into controlling systems EXPERIENCE 2 – 3 years of experience as financial analyst Above average with MS Excel, PowerPoint and willingness to learn new ERP systems Very strong communication skills and highly organized Ability to work across multiple functions autonomously Ability to convert analysis into insights Understand sales drivers and connections between data and sales execution Beverage or CPG experience preferred High performer with desire to learn This position is open to U.S. citizens, U.S. permanent residents, or individuals who are currently authorized to work in the United States on a valid visa. The base salary range for this position is $67,000 – $101,000 + cash incentives. Actual salary offers may vary based on work experience. The base pay range is subject to change and may be modified. Our current Benefits include: Comprehensive Medical, Dental and Vision Plans, 401k Match, Family Leave, PTO & Paid Holiday Schedule, Pet, Legal, and Life Insurance, Tuition Reimbursement (Benefits listed may vary depending on the nature of your employment and/or work location) Red Bull North America, Inc. is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, age, or any other classification protected by Federal, state, or local law. We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. The Finance Analyst will be heavily involved in supporting our financial sales forecast by SKU for RBNA S&OP purposes and will be responsible for the revenue forecast associated with it. The Finance Analyst will act as a business partner for the sales department, will be responsible for performing analysis and providing recommendations to the VP and SR Manager of Trade Finance. Given the high interaction with Senior leadership, the Finance Analyst will play a big role in in supporting our Sales team strategy as well as pro-actively monitoring and steering the SKU level volume forecast. In addition, the Finance Analyst will support the planning and reporting of travel and entertainment expenses across several Sales HQ departments, as well as assist in developing New SKU Launch Proposals and ensuring alignment for HQ submission. They will provide reporting support to our distribution team on their DP billbacks and disputes.