Senior Finance Analyst, Business Planning & Analysis

Pernod Ricard

2mo ago

Applications are closed

Job
Full-time
Mid Level
Banking & Finance
New York

Requirements

Minimum 3+ years in a financial planning and analysis or commercially focused business analytics role with demonstrable career progression.
High level of comfort with navigating, managing, and budgeting/forecasting a financial P&L, delivering insight-driven commercial analysis.
Experience in relationship management and driving improvements in process and ways of working.
Industry experience preferable but not essential.
Skills:
A true business partner, able to confidently interact with other departments and understand and balance key priorities and needs of all stakeholders.
Strong prioritization skills, with the ability to manage numerous and competing work streams simultaneously, to tight and often overlapping timelines.
Demonstrated critical thinking and problem-solving abilities.
Excellent communication skills with ability to communicate at all levels to a diverse range of stakeholders.
Understand market dynamics and deduce valuable insights that will financially impact the business.
Strong accounting & reporting skills.
High attention to detail, while maintaining sight of the big picture and understanding of “why”.
Strong technical and analytical skills, specifically within Excel and Hyperion, and other data/analytics tools such as PowerBI.
Strong influencing skills, proactive in challenging current ways of working to achieve better results in a more efficient manner.
Person Specification:
Personable, with ability to interact across multiple functions and levels within the organization delivering a high level of customer service.
Highly motivated with a “roll-up the sleeves and get the job done” mentality, can work with autonomy.
Accountable and takes responsibility for own outputs and outputs of immediate team; Can prioritize and make clear choices.
Growth mindset, with openness to change.
Good relationship building and communication skills; able to drive collaboration across teams.

Responsibilities

Financial Planning:
Create and ensure governance clarity, understanding and visibility of the Reforecast (RF) process while supporting organization evolving ways of working
Support the Senior Manager in the oversight of the monthly Reforecast process from planning to final deliverable:
Develop timelines and set up checkpoints / workshops with key stakeholders to drive process forward.
Coordinate and track team progress to ensure proper sequencing of deliverables.
Identify teams’ roadblocks and act as a resource to solve problems (be resourceful and creative).
Review and challenge financials to promote accurate and strong forecasts/reporting.
Influence and navigate multiple stakeholders to gain alignment on key decisions and move forward.
Monitor, analyze and deliver PR USA and PR North America Region RF P&L, including the tracking and analyzing of the performance vs previous RF on a timely manner.
Leverage strong presentation skills to develop executive-level decks to communicate results (S&OP, QBR’s, RF).
Lead the top line technical forecast submission process across our internal Hyperion and Tagitek/Polaris systems.
Validate data and communicate data integrity with the US and HQ/Paris teams.
Other:
Work in collaboration and maintain strong relationships with Operations, Accounting, Portfolio and Commercial finance teams to ensure full coordination and full financials and their analysis.
Work with IT to ensure systems, process, tools are set-up to ensure smooth planning cycles and updates needed from latest reporting requirements

FAQs

What is the primary responsibility of the Senior Finance Analyst in Business Planning & Analysis at Pernod Ricard USA?

The primary responsibility is to support the Reforecast (RF) process and assist the Senior Manager in coordinating all teams across the North America Region to produce a Profit and Loss (P&L) statement for the upcoming 18 months, balancing current risks and opportunities for each P&L line and driver.

What are some specific tasks that the Senior Finance Analyst will handle during the Reforecast process?

The Senior Finance Analyst will develop timelines and set up checkpoints/workshops with key stakeholders, coordinate and track team progress, identify roadblocks and provide resources to solve problems, review financials to promote accuracy, influence stakeholders for alignment, monitor and analyze the RF P&L, and prepare executive-level presentations.

How many years of experience are required for this position?

A minimum of 3+ years in a financial planning and analysis or commercially focused business analytics role with demonstrable career progression is required.

What technical skills are essential for the Senior Finance Analyst role?

Essential technical skills include strong accounting and reporting skills, high proficiency in Excel and Hyperion, and experience with data/analytics tools such as PowerBI.

What kind of work environment and mindset is expected from the Senior Finance Analyst?

The candidate should have a highly motivated, “roll-up the sleeves and get the job done” mentality, be able to work autonomously, take accountability for both personal and team outputs, and possess a growth mindset with openness to change.

What qualities are important for someone in this role to effectively collaborate with other departments?

Important qualities include the ability to build strong relationships, excellent communication skills, being a true business partner who can understand and balance the priorities and needs of various stakeholders, and strong influencing skills.

Is industry experience required for this position?

Industry experience is preferable but not essential for this role.

How will the Senior Finance Analyst contribute to the financial planning process?

The Senior Finance Analyst will ensure governance clarity during the Reforecast process, promote accurate financial forecasting and reporting, and drive improvements in the planning and analysis processes across the organization.

What is the focus of the financial analysis that the Senior Finance Analyst will perform?

The focus will be on delivering insight-driven commercial analysis, monitoring financial performance, and identifying trends that can affect the business financially.

What type of professional relationships will the Senior Finance Analyst need to maintain?

The Senior Finance Analyst will need to maintain strong relationships with Operations, Accounting, Portfolio, and Commercial finance teams to ensure effective coordination and comprehensive financial analysis.

What are the expectations regarding prioritization and time management for this role?

The Senior Finance Analyst is expected to have strong prioritization skills to manage multiple competing work streams simultaneously and adhere to tight and often overlapping deadlines.

Pernod Ricard

Retail & Consumer Goods

Industry

10,001+

Employees

1975

Founded Year

Mission & Purpose

Pernod Ricard is a convivial, responsible and successful global wine and spirits group and the #1 premium spirits organisation in the world. The Group represents 240 premium brands available in more than 160 countries. We are 18,500 exceptionally talented people worldwide with our own salesforce in 73 countries. Our portfolio is one of the most comprehensive in the market with every major category of wine and spirits, providing Pernod Ricard with a unique competitive advantage. To keep growing our business, transforming our industry and making a positive impact on the world, we believe in the power of human connection. Creating ‘convivialité’ is our business and our raison d’être. As ‘créateurs de convivialité’, our purpose is to turn every social interaction into a genuine, friendly and responsible experience of sharing. We believe there can be no convivialité with excess and strive to be sustainable and responsible at every step, from grain to glass.