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Bacardi

Careers at Bacardi

Senior Analyst, Planning Solutions

Job Name

Senior Analyst, Planning Solutions

Country:

United States of America

City:

Miami, FL

Function:

Finance - Administration

Reporting Line:

Director, Planning Solutions

Job type:

Full time

Lead recruiter:

Jonathan Rodriguez

About the role

Your Opportunity

This role will provide you with the opportunity to work cross functionally and drive change in the company, specifically the North American Market.  You will have the opportunity do drive efficiencies and optimize the reporting process across all lines of the P&L.  You will also enable planning capabilities across the business through development of Connected Planning. 

About You 

To be successful in this role, you will need to be process oriented with an understanding of end to end business flows.  This will serve to understand financial impacts as well as develop planning solutions.  You will need to work collaboratively with others to identify areas of improvement and evolve systems to meet business needs. You will also bring a technical component to the role as the administrator of the, NAM TM1 financial reporting tool, and solutions analyst for Anaplan.

Responsibilities

With our Consumer at the heart, your key focus will be to:
  • Business administrator and coordinator of the NAM TM1 tool
  • In partnership with IT, lead and orchestrate any NAM TM1 development required by the organization to enhance the financial performance or the financial planning process
  • Continuously improve and evolve NAM TM1 to make it a best-in-class financial performance and planning tool
  • Do high level validation of the P&L numbers, making sure the transactions are registered in the right entities, the per cases make sense and the off-book entries (i.e. revenue recognition) are properly allocated   
  • Ensure accuracy of the monthly financials throughout systems (SAP, BW, TM1, Anaplan)
  • Ensure proper match of GCR and NAM TM1
  • Coordination and orchestration of the monthly financial planning forecast process
  • Coordination and orchestration of the annual financial planning budget process 
  • Independently lead projects as business lead, including requirements, build/implementation, and testing, to deliver significant functional enhancements within context of overall Connected Planning Roadmap
  • Act in partnership with IT and Business functions to deliver solutions which meet business needs
  • Capture and define business requirements, specifications, and business rules that can be leveraged to build and develop improved capabilities, leveraging key business resources as required
  • Coordinate the business testing efforts for enhancements, and for maintenance requests, incidents as needed
  • Prioritize requests and enhancement needs, leveraging collaboration with superusers / subject matter experts and informed judgment to facilitate decisions / changes / etc.
  • Provide SPOC support for Commercial team, including ongoing Anaplan support – ticket queue and qualification, resolution, training, cross-functional interaction
  • Collaborate with IT solution managers to define future phases and releases
  • Escalate technical issues to IT and/or external consultants for resolution
  • Partner with IT to ensure the accuracy of data in Anaplan
  • Solicit and capture feedback from key stakeholders across the business organization in order to identify opportunities to improve, then prioritize, develop a plan, and follow through with the implementation
  • Work cross-functionally as needed to translate proof of concepts into Anaplan and related systems
  • Ensure that scoped deliverables are fully met within committed timeframes

Skills and Experience

The Skills & Experience needed to create your legacy
  • Minimum of a Bachelor’s Degree in Finance and/or Accounting required
  • Ability to work effectively and achieve results in a matrix organization
  • Knowledgeable in current and possible future trends, practices and technology affecting the business 
  • Learns quickly when facing new problems, quickly grasps the essence and underlying structure of anything
  • Understands how to separate and combine tasks into efficient workflow, can simplify complex processes
  • Change Management: Ability to lead others in adopting new ways of working
  • Understanding of IT development methodologies (e.g. Agile)
  • Experience with planning software solutions, such as Anaplan, preferred
Personal Qualities
  • Proven experience in financial analysis (3-5 years)
  • Pro-active, agile and fast learner
  • Excellent business partnering skills and ability to build relationships
  • Able to live the three Bacardi cultural pillars of Fearless, Family, and Founders
  • Advanced Excel skills are required. Working knowledge of other Microsoft Office Products

Our culture

We share the passion and entrepreneurial flair of our founder and are guided by our three culture pillars - Fearless, Family and Founders, they inspire our Primos to be the best they can be and drive us forward in all we do. But what does this mean?

·       Being Fearless; means adopting an agile mindset, being comfortable trying new things and taking risks. We are empowered to question, challenge and innovate.

·       Family; We treat each other, and our communities, like Family. Always.

·       Founders; The spirit of entrepreneurship is at the heart of everything we do. We see the business as if it’s our own. We do the right thing for the business and we all take accountability for our work.

When you join Bacardi, you become part of our family and gain more than just a job.


Disclaimer: Bacardi is an equal opportunity employer that values workforce diversity. Diversity is core to our business: by embedding diversity into all aspects of our culture, we maximize the opportunity to achieve sustainable business success and growth. The duties and responsibilities described in the role profile might not be a comprehensive list.