Business Unit Planning & Analysis Analyst at Coca-Cola

JOB SUMMARY:
Provides related analysis and reports in an accurate, timely manner to ensure optimal allocation of system resources in implementation of the Company’s business strategies. Prepares accurate analysis and reports in order to support BU P&A Manager for identification of risks & opportunities across the system, optimization and standardization of Planning & Analysis’ processes and tools within his/her responsibility area.

Supports BU P&A organizations for efficient, effective and sustainable processes and transactions; provides services according to business needs. Supports BU P&A Team on system thinking related to policies, programs, company, productivity and objectives, while taking into account a broad system approach.

KEY DUTIES/RESPONSIBILITIES:
1. Provides analysis and reports to support BU P&A Team: 45%

•     Performs GP analysis

1.         Co-ordinating feedback on weekly shipment status
2.         Co-ordinates confirmation of finalization of actual postings with CPS & Finance Managers
3.         Ensures concentrate revenue and costs are accurately posted
4.         Ensures accuracy of concentrate write off accruals
5.         Follow up on  deduction postings with Finance Managers as per RE/expectations
6.         Follow up on processing of GPIE

•     Prepares and submits monthly, quarterly, annual and ad-hoc actual reports including
•     Actual narratives (P&L and OPCAP)
•     Management Reporting deck for Business unit leadership team meetings
•     Ad-hoc reports prepared  upon Region, BU requests
•     Quarterly CAPEX reporting
•     Annual UC P&L execution and BC reporting
•     Updating opex analysis report BP vs Actuals on a monthly basis.
•     Following up on key issues arising on balance sheet reconciliation review process with GFO team
•     Updating actuals Vs Plan on a monthly basis and sharing with Human Resources and Function heads as appropriate highlighting main issues and suggested solutions
•     Co-ordinating the alignment with  human resources on open position hiring status for alignment with Finance
•     Confirmation of actuals on opex people cost: follow up on Payroll Jv’s,charge backs expected on benefits to ensure completeness of actuals on a monthly basis
•     Supports the process of client management by updating Function heads on their tracking of opex spend inclusive of people costs as agreed with the team.
•     Prepares and provide analysis for Opex people costs by:

2.Provides related analysis for Forecast (RE/BP) in his/her responsibility area, while adhering to RE/BP calendar deadlines: 50%

•     Prepares input assumptions and adjusts BPC according to Region / BU requests:

1.         OR/PF
2.         Concentrate shipment planning (inventory based, DSI based, or manual)
3.         Volume driven rebates, freight, sales tax
4.         OPEX
5.         DME
6.         Working capital( Balance sheet)

•     Performs RE/BP financial statement line items and adjusts according to Region/BU guidance. Performs RE and BP activities
•     Uploads UC and CSE forecast in BPC
•     Deduction planning in BPC
•     DME planning in BPC (including FDW extractions)
•     OPEX planning in BPC (including coordination of OPEX input files in BP period)
•     B/S forecasting in BPC
•     UC P&L planning in BPC
•     Coordinates input and output templates with Regions and BUs
•     Prepares RE/BP interim output reports for Regions and BUs during planning period
•     Analyzes BP/RE management reports (scorecards, dashboards, brand contribution, MEM reports)
•     Prepares RE/BP narratives and manual templates
•     Prepares Region, BU office and BU consolidated R&Os
•     Prepares ad-hoc reports upon Region & BU request
•     Supports RE/BP management reporting and financial consolidation at BU level
•     Supports People Opex planning in collaboration with SBP during RE/BP by:

1.         Supports the people financials planning process by simulating expected costs per position as per guidelines on grade and package for review by relevant stakeholders in BP process by use of the people cost planning team
2.         Provide forecasts for RE for people costs as per expectations as aligned with HR
3.         Follow through on the alignment of people cost planning during BP process as per aligned organization chart within the planning calendar.
4.         Supports the process of client management by updating Function heads on their tracking of opex spend inclusive of people costs as agreed with the team.

3. Process Improvement: 5%

•     Supports BU P&A Team to achieve efficient, effective and sustainable finance processes and transactions
•     Provides support to Finance Managers on reports/updates needed in Planning system
•     Works with process owners to identify and implement continuous improvements in processes, systems and procedures
•     Acts as a part of the process and ensures standard processes are followed.

Foundational competencies

•     Analytical skills
•     Influencing and negotiation skills
•     Financial knowledge
•     Optimizing strategic relationships and networks
•     Attention to detail
•     Communicating effectively
•     Thinking systemically
•     Understanding the system
•     Acting as a team member
•     Planning and organizing
•     Demonstrating self-confidence

Technical skills

•     Financial analysis
•     Planning and forecasting skills
•     Performance management
•     GAAP, cost accounting / analysis
•     Excellent computer skills (i.e. Excel)

RELATED EXPERIENCE REQUIREMENTS/QUALIFICATIONS:

•     Minimum 3 to 4 years of experience
•     Accounting experience is a strong plus

EDUCATIONAL REQUIREMENTS:

• University/Bachelor’s degree - minimum
• Postgraduate/Master’s degree - preferred

PREFERRED QUALIFICATIONS: 
CPA/ACCA/CIMA

CULTURAL DIVERSITY:
This position requires working in diverse environments and with multicultural teams.

TRAVEL REQUIREMENTS:
Minimal travel is required through BU locations.

ADDITIONAL INFORMATION:
The key success-criteria is:

•     Provides accurate analyses and reports
•     Meets deadlines
•     Because of the necessary interaction with other departments, good interpersonal relationships are essential.