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Senior Financial Analyst, Planning & Analysis

Treasury Wine Estates

Oakland, CA

Job Description:

Position Summary

The Senior Financial Analyst, Planning & Analysis is responsible for modelling and projecting the Americas financial performance through rigorous scenario analysis to determine high level opportunities and risks and allowing senior leaders early visibility to enact key tactical and strategic plans.

The role supports FP&A activities including planning, budgeting, and commercial reviews. Planning support includes bottom-up forecasts (FI's), monthly Integrated Business Planning (IBP) forecasts including opportunities and risks (O&Rs) and strategic plans.

Major Responsibilities:

Planning & Budgeting (30%):
•  Responsible for developing planning timelines for sub processes of the Americas budgeting and forecasting processes and ensuring processes interdependencies are considered in development of timelines
•  Support the budgeting and forecasting processes within the Americas finance team by coordinating system loads, updating tools and techniques and reviewing data and assumptions for consistency in approach
•  Collaborate with group financial teams to generate and utilize standardized templates (financial tools and presentation materials)
•  Analyze and review Americas financial plans to understand variances to targets and identify changes in key metrics and financial levers; review assumptions and analysis with FP&A team and Americas CFO
•  Support development of Americas fact book by building Americas slides based on review and analysis of the aggregated region financials
•  Document assumptions behind numbers and forecast/budget steps/processes
•  Ensuring that financial systems are accurately loaded with budgets and forecasts (P&L, Balance Sheet & Cash Flow)
•  Support the 5-year strategic plan process as necessary with projections and models
•  Review total plan from a high level; drawing comparisons between forecasts, budgets, prior year actuals, and current year actuals year-to-date and year-to-go

Monthly Forecasting & Integrated Business Planning (IBP) (20%):
•  Manage underlying consolidation model for the Americas IBP process through coordination and review of all inputs as well as providing guidance on mechanics and model updates
•  Utilize IBP model to generate financial projections and provide sensitivity and scenario analysis on the Americas business and individual markets and channels as necessary
•  Assist in month end analysis, comparing the EBITS tracker against the P&L and reviewing variances and exceptions, especially to improve internal projections and scenario analysis

Commercial Review & Insights (10%):
•  Responsible for assembly of the monthly commercial review and providing the work day 4 flash updates
•  Development and management of Americas level results tools and templates
•  Utilize month end tools to analyze the Americas business for core drivers; this includes understanding the impacts on the brand P&'s driven by performance of several channels (Distributors, Direct markets, Retailers, Direct to Consumer and broker markets)

Ad Hoc Analysis and Forecasting (40%):
•  Key role for Ad hoc projections and variance analysis; expected to maintain full year projection model for the total Americas to determine risk to latest EBITS projection
•  Perform ad hoc financial reviews for the Americas CFO and President
•  Develop Ad Hoc project financials and assist commercial and supply teams with incremental project analysis support
•  Various strategic and tactical projects requiring additional analytical resources or coordination of multiple teams
•  Ensure compliance with TWE accounting policies, procedures, and internal controls


•  Bachelor's degree in Business, Accounting, Finance, Marketing or related required; MBA preferred
•  Broad business knowledge and commercial expertise. Must have a working knowledge of multiple functions within the consumer products industry in order to provide effective linkages
•  Financial Experience / Acumen. Previous responsibility for bottom-line financial analysis and gap closure. Understanding and experience with Internal controls (AUDIT-SOX)
•  Analytical / Problem Solving Skills. Strong analytical and strategic mind - organized and structured in approach. Ability to assess complex business environment and formulate ideas to create value. Able to manage large amounts of data and organize/sort for analysis
•  Must have strong people skills; pragmatic and level headed. Must be able to collaborate with cross-functional teams.

Additional Information:

Job Posted:
Tuesday, February 12th
Type of Work:
Full Time
Job Category:
Reference No: