Analysis Specialist

  • Coca-Cola Beverages Florida
  • Tampa, Florida
  • Jan 13, 2021
Full time Other

Job Description

The Planning and Analysis Specialist role provides financial support and analysis as part of the Coke Florida Finance team. The position plays a key role in supporting the annual planning process, liaising with other key functions (Strategy, Profit Growth Management, Sales, Field Operations, Marketing, Commercial, Finance, HR). The specialist also supports the monthly rolling estimate forecast for the total Coke Florida business, as well as the risks and opportunities assessment. The specialist provides analysis focused on financial gap solving process for the team. The specialist supports all aspects of commercial finance, including the deals analysis process with the Sales teams, as well as pre- and post-analysis on commercial activity. The specialist also provides franchise finance support, liaising with the Coca-Cola Company around all funding and customer funding/agreements. The specialist also supports pre- and post-analysis of direct marketing expenses/investments. The role also serves as project coordinator, performing complex analysis of information and data sources and prepares executives summaries. Responsible for providing advanced analytical support and timely and accurate reporting of financial performance. The specialist will support process improvement initiatives and development of tools and reporting templates.

Role Responsibilities

  • Support comprehensive annual business planning process for Coke Florida organization by providing timeline, goals, accountabilities, and interdependencies
  • Support population and development of all planning models, (e.g., ROI analysis, buy vs. lease analysis)
  • Provide support preparing monthly / annual business analysis to CEO / CFO that identify gaps and opportunities that impact financial performance
  • Support monthly financial Rolling Estimate process, consolidating financial forecast, including risks and opportunities assessment, for report out and discussion with the Executive Leadership team
  • Support analysis and development of business case evaluations for material capital projects
  • Support all aspects of commercial finance function, including customer deals analysis and direct marketing expense/investment analysis
  • Prepare pre- and post-financial analysis on all major commercial financial activities
  • Support franchise finance analysis and support including liaising with the Coca-Cola Company finance on all brand and customer funding agreements
  • Support model, tool and reporting development, upgrades, and automation
  • Perform ad-hoc analysis as needed
  • Special finance project support as needed

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Role Requirements

  • Strong Technical knowledge - ERP systems (SAP) and Microsoft Office (Access, Excel, Outlook, Word, PowerPoint), Power Pivot, Power BI, Tableau
  • Communication - excellent written and verbal skills and ability to clearly articulate relevant ideas, opinions, and information
  • Analytical skills - analyze information to provide clear and concise recommendations
  • Process knowledge - strategic thinking, financial planning, forecasting, and modeling
  • Prioritization - managing multiple and complex priorities
  • Problem solving - identify errors/gaps in processes/reporting and identify solutions
  • Collaboration - ability to collaborate with cross-functional teams
  • Leadership - strong leadership skills
  • Project Management - ensure the timely completion of designated objectives
  • Strong change management skills
  • Bachelor's degree in Accounting or Finance (Degree can be in progress with target completion date)
  • Minimum 5+ years' work experience in accounting, including financial statement preparations, financial analysis, internal audit/controls, account analysis and reconciliation