Sr. Analyst, Financial Planning & Analysis

Coke Florida is looking for a Senior Planning and Analysis Analyst based out of our Tampa HQ area office, working Monday - Friday from 8:00AM - 5:30PM

What You Will Do:

The Senior Planning and Analysis Analyst position provides financial support and analysis within the Coke Florida Finance team.

This role is essential to the annual planning process, working closely with functional areas such as, Profit Growth Management, Sales, Field Operations, Marketing, Commercial, IT, and HR.

The Senior Analyst helps with the monthly rolling estimate forecast for the entire Coke Florida business, identifying related risks and opportunities.

Additionally, the Senior Analyst supports commercial finance, including deal analysis with Sales teams and pre- and post-analysis of commercial activities.

The role also coordinates franchise finance with the Coca-Cola Company concerning funding and customer agreements.

The Senior Analyst carries out pre- and post-analysis of direct marketing expenses and investments, acts as a project coordinator, analyzes information sources comprehensively, and prepares executive summaries.

This position delivers advanced analytical support and ensures timely and accurate reporting of financial performance.

Furthermore, the Senior Analyst aids in process improvement initiatives and the creation of tools and reporting templates

Roles and Responsibilities:


* Coordinate annual business planning for Coke Florida with timelines, goals, accountabilities, and interdependencies.


* Develop and manage planning models (e.g., ROI analysis, buy vs.

lease analysis).


* Prepare monthly/annual business analyses for CEO/CFO to identify financial gaps and opportunities.


* Consolidate monthly financial forecasts, assessing risks and opportunities for Executive Leadership discussions.


* Conduct business case evaluations for major capital projects.


* Handle all commercial finance functions, including customer deals and marketing expense/investment analyses.


* Perform pre- and post-financial analyses on significant commercial activities.


* Liaise with Coca-Cola Company finance for franchise finance analysis and support.


* Develop, upgrade, and automate models, tools, and reports.


* Perform ad-hoc analyses as needed.


* Provide special finance project support as necessary.

For this role, you will need:


* Strong Technical knowledge - ERP systems (SAP) and Microsoft Office (Access, Excel, Outlook, Word, PowerPoint), Power Pivot, Power BI, data warehouse tools (i.e.

Snowflake), planning and and Tableau


* 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

Additional qualifications that will make you successful in this role:


* Communication - excellent written an...