Finance Manager, Business Planning - Central Region

Location: Dallas, Texas or New York, NY

Where Conviviality is at work.  

Pernod Ricard is a global premium spirits and wine company. We’re the team behind leading brands such as ABSOLUT® Vodka, Jameson® Irish Whiskey, Malibu®, Kahlúa® Liqueur, The Glenlivet® Gin, and Skrewball™ whiskey, as well as many more superior wines and exquisite champagnes! 

Working at Pernod Ricard is all about igniting conviviality in all that we do. Derived from the French word, convivialité…it means human connection, authenticity, friendly, and jovial. Conviviality is energy and spirit with a splash of je ne sais quoi and is a core philosophy around how we live and work at Pernod Ricard.   

Guided by our 4 core values: (1) grounded in the real; (2) fiercely authentic; (3) passion for challenge; and (4) connected beyond borders; we are team players, dream makers, trailblazers, movers and (cocktail) shakers. We have a passion for living life to the fullest, making new friends every day, and realizing our potential as people and as a business! 

The salary range for this role, based in Dallas, is $112,112.00 to $140,140.00. The range will vary if outside of this location.  Base salaries are determined during our interview process, by assessing a candidate’s experience, skills against internal peers and against the scope and responsibilities of the position.

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. The role requires an individual with strong communication and interpersonal skills who is highly analytical and can utilize information to influence a wide array of stakeholders from different business functions in order to achieve the region’s financial targets.

Major Responsibilities / Accountabilities

- Finance and Analytics:

• Key thought-partner and advisor to the 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” type analysis to support leadership decision making and conduct program 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 the 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 any opportunities to optimize and enhance the region’s P&L; work with region to identify and mitigate risk
• Execute any RGM led opportunities
• Benchmark processes across 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 (LMF) investment plans
• Coach market teams to make profitable decisions

- Pricing:

• Improve net sales performance by actively identifying strategic and tactical pricing optimization opportunities
• Plan and execute pricing plan including price increases and changes to pricing strategy in conjunction with distributor partners and brand team stakeholders
• Conduct analysis of competitive activity in the market 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 periodic market surveys/syndicated data analysis and work with sales teams to execute adjustment plans and Brand & Revenue Management teams to adjust brand strategies to fit marketplace dynamics when needed
• Conduct price elasticity studies to determine volume and revenue implications of price changes within different channels and customers
• Complete and maintain Promotional Calendars for the region
• Coordinate where necessary activities between National and Regional Chains and Independent operators
• Price filings as required

Nature & Scope

This position reports directly to the Sr. Finance Manager, Business Planning and will interact directly with multiple teams across Commercial Sales, Commercial & Portfolio Finance, and Commercial Excellence to develop and implement commercial and financial plans that will deliver the growth ambition targets.

Key Requirements

• Experience/Background: Minimum 5+ years of experience in a finance, pricing, or commercial analytics role; multi-functional and/or Spirits industry or CPG experience a plus
• Education: Requires a BS / BA degree, MBA a plus

Skills

• True business partner – ability to confidently interact across multiple functions and levels within the organization delivering a high level of customer service and understand and balance key priorities and needs of all stakeholders.
• Strong prioritization skills – skilled at managing 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 be able to clearly articulate strategic priorities for the business from both a finance & commercial perspective.
• High attention to detail, while maintaining sight of the big picture and understanding of “why”.
• Strong influencing and collaboration skills, proactive in challenging current ways of working to achieve better results in a more efficient manner while being highly collaborative and able to build cross functional relationships.
• Intellectually curious and a proactive problem solver; you demonstrate logic and a creative approach to problem solving while providing actionable insights. Your curiosity leads you to identify opportunities, your determination drives you to implement them.
• Agent of Change – you enjoy change innovation with a focus on your customer and lead change through influencing and partnering. You know that the only constant is change and can adapt to work under pressure in a detailed, accuracy and deadline-based environment.
• Analytical and agile – your business acumen delivers insight-led recommendations, built on a foundation of analytical skills with attention to detail, enabling you to analyze, evaluate and summarize financial information.
• Data Detective – excellent data management skills with a strong analytical mindset; ability to identify data issues and find solutions.
• 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.

Required Competencies

• Exceptional Excel and PowerPoint skills. Hyperion Essbase expertise a plus.
• Experience with dashboarding in BI tools (either directly or through BI partners) - demonstrated ability to create dynamic analytical tools leveraging a variety of data sources a plus
• Proficiency in Nielsen/IRI, NABCA, PowerBI, ThinkCell, VISTAAR and/or similar systems

Working Conditions

• Travel:  up to 15% of time (market & distributor visits, off-site training, etc.)

When you join Pernod Ricard, you’ll experience a workplace that is rich in heritage, driven by our iconic brands and a long-standing commitment to sustainability, safety, and giving back to the people and communities where we work. We know that happiness at work starts with that feeling of belonging you get from an inclusive culture where being uniquely you is celebrated. Our values are lived, they drive our behaviors, and it’s what brings our culture to life. 

Our work philosophy celebrates the magic of human connection with the flexibility needed to provide one's most meaningful contribution. We offer a flexible work policy, with most of our positions offering a a hybrid option with flexibility to work remotely 2 days a week. As a global employer, we understand that not everyone’s working hours are the same, and we empower our employees to work the hours that make the most sense for them and their team’s schedules.  

We offer employees great benefits and perks to toast to a life filled with support. Check out PRUSABenefits.com for details. 

Pernod Ricard USA is an Equal Opportunity Employer. It employs qualified individuals based solely on ability, training, and experience, and does not and will not, discriminate for or against any employee or applicant for employment or promotion based upon actual or perceived race, color, religion, sex, age, disability, national origin, citizenship, marital status, sexual orientation, gender identity, genetic information, military service or any other classification protected by law. Offers will be subject to United States local terms.

Pernod Ricard USA is committed to the full inclusion of all qualified individuals. As part of this commitment, Pernod Ricard USA will ensure that persons with disabilities are provided reasonable accommodations for the hiring process.  To request reasonable accommodation during the application process, contact us at PR_NA_TalentAcquisition@pernod-ricard.com.

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