Commercial Finance Planning Analyst

About the role

The Commercial Finance Planning Analyst supports Sazerac’s financial planning, commercial performance analysis, and strategic decision‑making. You will translate financial data into actionable insights that drive business performance across our portfolio of spirits brands.

Key responsibilities

• Support the development, coordination, and execution of the Annual Operating Plan (AOP), including volume, revenue, and gross profit targets.
• Analyze business performance versus budget, forecast, and prior year; identify drivers and recommend corrective actions.
• Build, maintain, and validate financial planning models, assumptions, hierarchies, and data inputs in Oracle EPM.
• Produce detailed financial analyses for sales, margin, pricing, product, and performance decisions.
• Perform variance analyses and root‑cause investigations to explain results.
• Develop scenario and sensitivity models for planning and investment decisions.
• Create recurring financial reports, dashboards, and KPIs for executive and commercial teams using Excel and Power BI.
• Improve reporting processes through automation, standardisation, and visualisation tools while ensuring data accuracy and integrity.

Required profile

• Strong analytical capabilities combined with solid business acumen.
• Ability to translate complex financial data into clear, actionable recommendations.
• Experience supporting annual budgeting and forecasting cycles.
• Proficiency in communicating insights to senior leaders and commercial partners.

Required skills

• Oracle EPM (Enterprise Performance Management) for financial planning.
• Advanced Excel for modelling and analysis.
• Power BI for dashboard creation and data visualisation.