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Posted December 3rd

Finance Analyst

Fort Lauderdale, Florida

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Pernod Ricard USA



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Posted December 3rd

Finance Analyst

Fort Lauderdale, Florida






Full Time

Position Summary: Under the supervision of the Sr. FP&A Manager, but in permanent contact with the business support finance team, this position has the responsibility for the analysis and understanding of overall P&L performance. This position oversees coordination of planning cycles-budget & estimates; produces projected Profit and Loss statements; provides continuous financial and analytical support assess business initiatives & performance analysis identifying risks & opportunities in a timely manner through the fiscal year. This position will have to provide the right support to the business with focus on: business orientation, reactivity & collaboration.

Areas of scope:

Business: Caribbean and Central America (CCA)

P&L Lines: Net Sales, A&D and A&P

Month End Closing:

  • Leads monthly closing activities for FP&A that includes:
  • Follow-ups and monitors month end closing activities under responsibility
  • Completes accrual Journal Entries for key investments and expenses (A&D and A&P)
  • Validates financials accuracy and analyze key drivers for Month and YTD
  • Oversees internal reporting process including: volume reports, financials packages and rationalizations of results
  • Completes corporate Reporting Package for Financials, including financial comments on all the relevant drivers
  • Calculates, monitors and reports Risks and Opportunities in our financials
  • Calculates and understands key milestones landings for the business

  • Investment & Expense planning and tracking- A&D and A&P:

  • Leads planning process for key investments/expenses on collaboration with commercial teams & business support
  • Conducts actual expenses tracking vs. budget/estimates
  • Provides status to commercial teams on investments, helping them to understand committed amounts
  • Organizes meetings with commercial teams to understands investments status and understands risks and opportunities vs budget
  • Explain key drivers of variances vs budget and prior year for investments/expenses

  • Budget and Latest Estimates:

  • Follows internal calendar of planning activities and moves agenda for completion of each cycle
  • Coordinates collection of information inputs for planning process, understands the assumptions and challenges them
  • Loads inputs into systems to model financials for the business
  • Validates financial accuracy and analyzes key drivers of change in each planning cycle
  • Sign-offs with BU leaders on the financial results of each planning cycle
  • Complies with reporting requirements associated to planning cycles as stated in the instructions package of each cycle
  • Assists on preparation of budget presentations for Groups following the guidelines

  • Profit & Loss:

  • Provides P&L by analytical categories (brands, markets, clients) to the Business Unit team on a monthly basis vs. previous year and vs. objective with specific comments on performance drivers and Distance to Go.
  • Prepares analysis and understands Net Sales key drivers and in conjunction with business teams supports growth agenda by providing insights on performance
  • Coordinates the preparation of the comments supporting the volumes and financial data sent to Groups by providing insightful and relevant information about market performance, trends, latest developments, pricing promotions, overall performance
  • Simulates financial scenarios for business
  • Performs Ad Hoc Financial analysis to support business decisions/negotiations
  • Supports any other subject, project or analysis that would be necessary to support the Business Unit team or Corporate projects

  • Other:

  • Process improvement: constantly seeks improvements & implement processes or IT tool changes
  • Supports presentations and preparation for relevant meetings
  • Ensures data integrity between systems
  • Supports FP&A projects associated to business needs and corporate requirements
  • Assist on Documentation of Key Processes among the FP&A Department

  • Qualifications/Requirements:

  • Education/training: Bachelor's Degree in Finance; MBA preferred; Strong knowledge of accounting (P&L and Balance Sheet) & experience in financial modeling. Strong working knowledge of Excel; Requires solid understanding of database systems and system integrations (JD Edwards if possible, Hyperion Essbase Smart View)

  • Strong analytical skills and ability to think strategically/ conceptually and take the initiative to lead results

    Ability to automate reports and procedures streamlining processes to create efficiencies

    Experience with database software/report writers (e.g., Access, SQL, Oracle BI) strongly preferred

  • Working experience: Minimum 3-4 years in financial analysis/planning in consumer goods, experience working in reporting for Finance and/or for Commercial & Marketing.
  • Character: Rigorous, takes ownership of his/her work, able to work in a dynamic environment with short term deadlines, able to challenge commercial & marketing
  • Languages: Spanish is a plus
  • Expectation of travel is: 5%

  • Location
    Fort Lauderdale, Florida