Pernod Ricard
Finance Manager, Business Planning - West
Pernod Ricard, Irvine, California, United States, 92713
Finance Manager, Business Planning - West
Join to apply for the Finance Manager, Business Planning - West role at Pernod Ricard. Pernod Ricard is a global premium spirits and wine company with brands such as ABSOLUT Vodka, Jameson Irish Whiskey, Malibu, Kahlúa, The Glenlivet, and more. Conviviality is a core philosophy in how we live and work. Guided by our values, we are a team that collaborates across functions to deliver growth and value for the business. Position Summary The position of Finance Manager of Business Planning actively engages the market to identify growth opportunities and provides thought leadership to division sales teams through a combination of routine deliverables and ad-hoc analysis. This role requires strong communication and interpersonal skills, high analytical capability, and the ability to influence a wide range of stakeholders from different business functions to achieve regional financial targets. Major Responsibilities / Accountabilities Finance and Analytics: Key thought-partner and advisor to regional sales teams, Senior Finance Manager, Division Finance Director and Distributor Partners. Provide business performance tracking and insights to key stakeholders. Build ad-hoc “what-if” analyses to support leadership decisions and conduct post-analysis to evaluate ROI. Present financial business reviews to division leadership and distributor partners. Period-end close responsibilities including preparation of accruals and analysis of actual results versus budget/forecast. Prepare budgets and latest estimates of gross sales, price support, customer redemptions and entity grants with input from Sales, Brand and Revenue Management teams. Convert budgets and latest estimates into financial plans in Hyperion forecasting system. Reconcile differences between estimated and AOP. Identify and execute opportunities to optimize and enhance the region’s P&L; work with region to identify and mitigate risk. Execute RGM-led opportunities. Benchmark processes across the Business Planning community. Maintain accountability for market-level spend accuracy within budget. Collaborate with state leads and distributor partners to support creation and tracking of local market fund investment plans. Coach market teams to make profitable decisions. Improve net sales performance by identifying strategic and tactical pricing optimization opportunities. Plan and execute pricing plans including price increases and changes to pricing strategy with distributor partners and brand team stakeholders. Conduct analysis of competitive activity and recommend pricing counter-tactics to commercial teams. Collaborate with state leads and distributor partners on post-event analysis and price execution analysis. Ensure market compliance with brand pricing strategy through market surveys and data analysis; adjust plans with Brand & Revenue Management as needed. Conduct price elasticity studies to determine volume and revenue implications of price changes across channels and customers. Complete and maintain Promotional Calendars for the region. Coordinate activities between National and Regional Chains and Independent operators when necessary. Price filings as required. Nature & Scope This position reports directly to the Sr. Finance Manager, Business Planning and will interact with multiple teams across Commercial Sales, Commercial & Portfolio Finance, and Commercial Excellence to develop and implement commercial and financial plans that deliver growth targets. Key Requirements Experience/Background: Minimum 5+ years in finance, pricing, or commercial analytics; multi-functional and/or Spirits industry or CPG experience a plus. Education: BS/BA degree required; MBA a plus. Skills True business partner with the ability to interact across functions and levels, delivering high-level customer service and balancing stakeholder priorities. Strong prioritization and multi-tasking skills to manage multiple work streams to tight timelines. Excellent communication abilities to convey complex information to diverse stakeholders. Understanding of market dynamics and ability to articulate strategic priorities from finance and commercial perspectives. High attention to detail while maintaining big-picture thinking. Influencing and collaboration skills; proactive in challenging processes to improve results. Analytical and agile with data-driven, insight-led recommendations; strong problem-solving abilities. Data management skills; ability to identify data issues and implement solutions. Self-motivated with autonomy and accountability for own outputs and team outputs. Growth mindset and willingness to adapt to change. Advanced Excel and PowerPoint; Hyperion Essbase experience is a plus. Experience with BI dashboards/tools and ability to create dynamic analytical tools using multiple data sources. Proficiency in Nielsen/IRI, NABCA, PowerBI, ThinkCell, VISTAAR or similar systems. Working Conditions Travel up to 15% of time (market and distributor visits, off-site training, etc.). We offer an inclusive culture and a flexible work policy, with hybrid options where possible.
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Join to apply for the Finance Manager, Business Planning - West role at Pernod Ricard. Pernod Ricard is a global premium spirits and wine company with brands such as ABSOLUT Vodka, Jameson Irish Whiskey, Malibu, Kahlúa, The Glenlivet, and more. Conviviality is a core philosophy in how we live and work. Guided by our values, we are a team that collaborates across functions to deliver growth and value for the business. Position Summary The position of Finance Manager of Business Planning actively engages the market to identify growth opportunities and provides thought leadership to division sales teams through a combination of routine deliverables and ad-hoc analysis. This role requires strong communication and interpersonal skills, high analytical capability, and the ability to influence a wide range of stakeholders from different business functions to achieve regional financial targets. Major Responsibilities / Accountabilities Finance and Analytics: Key thought-partner and advisor to regional sales teams, Senior Finance Manager, Division Finance Director and Distributor Partners. Provide business performance tracking and insights to key stakeholders. Build ad-hoc “what-if” analyses to support leadership decisions and conduct post-analysis to evaluate ROI. Present financial business reviews to division leadership and distributor partners. Period-end close responsibilities including preparation of accruals and analysis of actual results versus budget/forecast. Prepare budgets and latest estimates of gross sales, price support, customer redemptions and entity grants with input from Sales, Brand and Revenue Management teams. Convert budgets and latest estimates into financial plans in Hyperion forecasting system. Reconcile differences between estimated and AOP. Identify and execute opportunities to optimize and enhance the region’s P&L; work with region to identify and mitigate risk. Execute RGM-led opportunities. Benchmark processes across the Business Planning community. Maintain accountability for market-level spend accuracy within budget. Collaborate with state leads and distributor partners to support creation and tracking of local market fund investment plans. Coach market teams to make profitable decisions. Improve net sales performance by identifying strategic and tactical pricing optimization opportunities. Plan and execute pricing plans including price increases and changes to pricing strategy with distributor partners and brand team stakeholders. Conduct analysis of competitive activity and recommend pricing counter-tactics to commercial teams. Collaborate with state leads and distributor partners on post-event analysis and price execution analysis. Ensure market compliance with brand pricing strategy through market surveys and data analysis; adjust plans with Brand & Revenue Management as needed. Conduct price elasticity studies to determine volume and revenue implications of price changes across channels and customers. Complete and maintain Promotional Calendars for the region. Coordinate activities between National and Regional Chains and Independent operators when necessary. Price filings as required. Nature & Scope This position reports directly to the Sr. Finance Manager, Business Planning and will interact with multiple teams across Commercial Sales, Commercial & Portfolio Finance, and Commercial Excellence to develop and implement commercial and financial plans that deliver growth targets. Key Requirements Experience/Background: Minimum 5+ years in finance, pricing, or commercial analytics; multi-functional and/or Spirits industry or CPG experience a plus. Education: BS/BA degree required; MBA a plus. Skills True business partner with the ability to interact across functions and levels, delivering high-level customer service and balancing stakeholder priorities. Strong prioritization and multi-tasking skills to manage multiple work streams to tight timelines. Excellent communication abilities to convey complex information to diverse stakeholders. Understanding of market dynamics and ability to articulate strategic priorities from finance and commercial perspectives. High attention to detail while maintaining big-picture thinking. Influencing and collaboration skills; proactive in challenging processes to improve results. Analytical and agile with data-driven, insight-led recommendations; strong problem-solving abilities. Data management skills; ability to identify data issues and implement solutions. Self-motivated with autonomy and accountability for own outputs and team outputs. Growth mindset and willingness to adapt to change. Advanced Excel and PowerPoint; Hyperion Essbase experience is a plus. Experience with BI dashboards/tools and ability to create dynamic analytical tools using multiple data sources. Proficiency in Nielsen/IRI, NABCA, PowerBI, ThinkCell, VISTAAR or similar systems. Working Conditions Travel up to 15% of time (market and distributor visits, off-site training, etc.). We offer an inclusive culture and a flexible work policy, with hybrid options where possible.
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