Especialista Sr, Planeación y Análisis Financiero

Job Description

Ciudad de México

Nivel de estudios

Bachelor's Degree in finance, accounting, economics or business preferred.

Experiencia Requerida

From 7 years of experience.

Habilidades

Soft Skills

• Self-driven and results oriented individual who excels in a dynamic environment, strong communications skills, both written and verbal; proven analytical skills, attention to details, and a solid knowledge of key finance and accounting concepts, aptitude to set priorities while managing multiple tasks, as well as proficiency for follow-up.
• Individual who can take a project from inception to completion without extensive supervision is ideally suited to this position.
• Strong presentation skills and ability to communicate clearly to all levels in the organization including a broad base of finance and business partners.

Hard Skills

• Proficient PC skills: MS Office - predominantly Excel (pivot tables, filtering, and look-up formulas, Macros).
• SAP expertise.
• Bilingual.
• Power BI.
• Costs expert.

Resumen

Forecasting, tracking, and reporting for all the expenses incurred on the Raw Materials, Packaging, Commodities, South of the Border Logistics, Operational Expenditures, Conversion and Overhead side of the Operations/Corporate processes. Provide financial information & analysis to Beer Operations Leadership & the Corporate FP&A departments. Provide support for cost innovation savings initiatives. Collaborate cross-functionally to provide insights and analysis that support strategic operation, and financial decisions. Provide ad hoc analytical support and perform special projects. Lead the SAP Finance support efforts.

Responsabilidades

1. Planning and Forecasting

• Coordinate and prepare the Annual Plan/Latest Estimates/monthly forecasts/ Long Range Plan (10 years) for the Beer Operations division; Statutory and Management.
• Model the spending and variances to present a COGS & SGA segments view of the main drivers/variances (taking profit in inventory into account).
• Serve as the primary liaison between Brewery Operations (Procurement, Operations, Supply Chain, Quality, Logistics, Tax, Accounting, IT, R&D, EHS,etc.) Directors/Managers, Treasury, Corporate - Finance.
• Prepare consolidated spend per case by brewery, category, material, SKU, brand family; creating benchmarks against each other to promote savings for the Company.
• Prepare a constant currency analysis to evaluate the impact of FX rate in the results.
• Obtain/prepare Profit & Loss Financials by entity and Ledger for all the related accounts.
• Responsible to load and reconcile the information in the Planning Application by detail (account, entity, business unit, currency, etc.)
• Identify and communicate potential risks and opportunities to the business.
• Tax structure planning- model all intercompany COGS & sales relationships determined by the tax team. Ensure all activity is eliminated and the proper markups are established.
• Prepare monthly foreign purchase forecast for treasury. Track actuals against forecast and investigate variances.

2. Monthly Reporting & Analysis

• Analyze actuals vs scenario variances that give Beer Leadership timely & accurate data to support decision making- split variances by vendor, product, category, brand, brewery, etc.
• Prepare a Constant Currency analysis to evaluate the impact of FX rate in the results in every bridge.
• Prepare consolidated spend per case by brewery, category, material, SKU, brand family; creating benchmarks against each other to promote savings for the Company.
• Lead monthly meeting with VP heads of the business unit to track problem spend areas.
• Ad Hoc Analysis as required.
• Reconcile purchase & production variances to sales variances and track differences.

3. Initiatives

• Support the data gathering and analysis of all potential cost innovation projects to be presented to management for approval.
• Designs, proposes, and tracks policies to align corporate needs to spending strategies and requests.

4. SAP Expert

• Design and propose continuous business/reporting improvement processes utilizing SAP tools and transactions.
• Supports the evolution of SAP applications by acting as the liaison between Finance & IT to deliver solutions that focus on strategic Corporate goal achievement. Act as the brewery operations subject matter expert during this interaction.
• Proactively maintain knowledge of technology innovation.
• Provide SAP system support and training to Finance organization. Leads the SAP Finance transition efforts & coordinates all team members for the transition.

5. Office Expenses Approval & Recording

• Ensures office expenses are following Company policies- travel expenses, AMEX, auto.
• Records expenses in Concur in a timely manner.

6. Materials Cube

• Maintenance of the materials cube in Power Query. Ensure supplier, bill of materials, quantities, currency, and scrap data, are always up to date based on current CBI contract conditions.
• Model what-if sensitivity data to facilitate leadership decision making- such as potential new product analysis, change of vendor mix analysis, category re-negotiation analysis, etc.

7. Annual Standards

• Lead the annual standard setting process- where the annual budget approved by management is released as the standard for materials and is the basis for the inventory valuation.
• Ensure costing method is properly applied and updated to ensure compliance with Internal and External Auditing standards.
• Monthly tracking and analysis of variances to support compliance with internal controls.

8. Resolve internal customer questions (Corporate, Accounting, Operational VPs, Treasury, IT, Risk Management, Tax, to name a few) & requests for information.

9. Finance Business Partner for the support function

• Acts as a liaison between Finance & all divisions in regard to support expenses- Legal, External Affairs, Communications, Tax, Capital Programs, Operations, HR, Controlling, Project Management, Logistics.
• Meet with VPs from all divisions to support expense approval, projects & analysis.

10. Assist the FP&A Manager & Director in special projects that align with Corporate initiatives - such as process improvements, project proposal & evaluation, budget disputes, etc.

11. Act as the primary liaison between Finance & Human Resources, assisting in the strategic planning of Beer Operations headcount and its budget.

• One of the select few employees at CBI with access to all HR information, which is necessary for the headcount planning process. Strong discretion is required.

12. Prepare & track specialized budget for SVP of Operations & Beer Operations President. Strong discretion is mandatory.

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Equal Opportunity

Constellation Brands is committed to a continuing program of equal employment opportunity. All persons have equal employment opportunities with Constellation Brands, regardless of their sex, race, color, age, religion, creed, sexual orientation, national origin or citizenship, ancestry, physical or mental disability, medical condition (cancer or genetic characteristics), marital status, gender (including gender identity or gender expression), familial status, military or veteran status, genetic information, pregnancy, childbirth, breastfeeding, or related conditions (or any other group or category within the framework of the applicable discrimination laws and regulations).