Pernod Ricard
Finance Manager, Business Planning - West
Pernod Ricard, California, Missouri, United States, 65018
Finance Manager, Business Planning – West
Location:
Irvine, California, USA
Employment Type:
Full‑time (Hybrid)
About the Role:
The Finance Manager of Business Planning engages the market to identify growth opportunities and provides thought leadership to division sales teams.
Responsibilities
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 decision making and conduct program post‑analysis to evaluate ROI.
Present financial 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.
Convert budgets into financial plans in Hyperion forecasting system.
Reconcile estimated versus AOP and identify and execute opportunities to optimize the region’s P&L.
Benchmark processes across the Business Planning community.
Maintain accountability for market‑level spend accuracy within budget.
Collaborate with state leads and distributor partners on local market fund (LMF) investment plans.
Coach market teams to make profitable decisions.
Pricing: Improve net sales performance by identifying strategic and tactical pricing optimization opportunities.
Plan and execute pricing plans including price increases, changes to strategy, and post‑event analysis.
Conduct competitive analysis and recommend pricing counter‑tactics.
Ensure market compliance with brand pricing strategy.
Conduct price elasticity studies.
Complete and maintain the Promotional Calendar for the region.
Coordinate activities between National, Regional Chains, and Independent operators.
Price filings as required.
Qualifications
Minimum 5+ years of experience in finance, pricing, or commercial analytics; experience in Spirits or CPG is a plus.
BS/BA required; MBA a plus.
Skills
Strong business partnership and stakeholder management.
Excellent prioritization, critical thinking and communication skills.
Understanding of market dynamics and ability to articulate strategic priorities.
High attention to detail with big‑picture perspective.
Strong influencing, collaboration, and change championing capabilities.
Data analytics and storytelling aptitude.
Proactive problem‑solving mindset and ownership.
Growth mindset.
Required Competencies
Exceptional Excel and PowerPoint skills; Hyperion Essbase expertise a plus.
Dashboarding experience in BI tools (PowerBI, ThinkCell, etc.).
Experience with Nielsen/IRI, NABCA, VISTAAR, or similar systems.
Working Conditions
Travel up to 15% of time (market & distributor visits, off‑site training, etc.).
Betting on benefits: flexible work policy, hybrid option, paid time off, wellness programs, and a comprehensive benefits package. For details, visit PRUSABenefits.com.
Pernod Ricard USA is an Equal Opportunity Employer. We employ qualified individuals solely on the basis of ability, training, and experience, and do not discriminate...
To request reasonable accommodation during the application process, contact PR_NA_TalentAcquisition@pernod-ricard.com.
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Irvine, California, USA
Employment Type:
Full‑time (Hybrid)
About the Role:
The Finance Manager of Business Planning engages the market to identify growth opportunities and provides thought leadership to division sales teams.
Responsibilities
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 decision making and conduct program post‑analysis to evaluate ROI.
Present financial 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.
Convert budgets into financial plans in Hyperion forecasting system.
Reconcile estimated versus AOP and identify and execute opportunities to optimize the region’s P&L.
Benchmark processes across the Business Planning community.
Maintain accountability for market‑level spend accuracy within budget.
Collaborate with state leads and distributor partners on local market fund (LMF) investment plans.
Coach market teams to make profitable decisions.
Pricing: Improve net sales performance by identifying strategic and tactical pricing optimization opportunities.
Plan and execute pricing plans including price increases, changes to strategy, and post‑event analysis.
Conduct competitive analysis and recommend pricing counter‑tactics.
Ensure market compliance with brand pricing strategy.
Conduct price elasticity studies.
Complete and maintain the Promotional Calendar for the region.
Coordinate activities between National, Regional Chains, and Independent operators.
Price filings as required.
Qualifications
Minimum 5+ years of experience in finance, pricing, or commercial analytics; experience in Spirits or CPG is a plus.
BS/BA required; MBA a plus.
Skills
Strong business partnership and stakeholder management.
Excellent prioritization, critical thinking and communication skills.
Understanding of market dynamics and ability to articulate strategic priorities.
High attention to detail with big‑picture perspective.
Strong influencing, collaboration, and change championing capabilities.
Data analytics and storytelling aptitude.
Proactive problem‑solving mindset and ownership.
Growth mindset.
Required Competencies
Exceptional Excel and PowerPoint skills; Hyperion Essbase expertise a plus.
Dashboarding experience in BI tools (PowerBI, ThinkCell, etc.).
Experience with Nielsen/IRI, NABCA, VISTAAR, or similar systems.
Working Conditions
Travel up to 15% of time (market & distributor visits, off‑site training, etc.).
Betting on benefits: flexible work policy, hybrid option, paid time off, wellness programs, and a comprehensive benefits package. For details, visit PRUSABenefits.com.
Pernod Ricard USA is an Equal Opportunity Employer. We employ qualified individuals solely on the basis of ability, training, and experience, and do not discriminate...
To request reasonable accommodation during the application process, contact PR_NA_TalentAcquisition@pernod-ricard.com.
#J-18808-Ljbffr