What the Role Is

The Budgeting & Forecasting Analyst, reporting to the Senior Manager of Budgeting & will be responsible for collecting, organizing, aggregating, forecasting and reporting results at the company, department, and brand level.

How You Will Spend Your Time?

  • Collect, track and analyze brand performance against budgets
  • Assist in developing brand goals
  • Assist in preparation and maintenance of corporate forecast model
  • Own the maintenance and regular updates of the corporate budgeting software (Adaptive Planning)
  • Own the annual corporate planning calendar
  • Track and maintain Key Performance Indicators
  • Monitor and recommend portfolio optimization opportunities
  • Assist Business analysts with general report requests and analysis
  • Train Users on Reporting Tools
  • Passion and personal accountability for maintaining high standards in his/her work
  • Highly motivated and self-directed individual
  • Ability to develop and maintain effective work relationships with internal and external contacts
  • Prepare ad hoc reports and analysis

Who You Are…

  • Bachelor’s Degree in Business, Finance or related discipline
  • Minimum three years’ work- related experience in business analysis, budgeting, forecasting, or finance
  • Previous experience in budgeting, forecasting, or operational analysis, research, audit, and problem solving
  • Prior experience with budgeting and forecasting
  • Analytical skills, in particular gathering data from a wide variety of sources, and presenting it in formats suitable for a wide variety of audiences
  • Excellent critical thinking skills - using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
  • Ability to develop and maintain effective work relationships with internal and external contacts
  • Detailed knowledge and experience using ERP Systems and Microsoft Office tools and products including Excel, Word, Outlook, PowerPoint, and Access
  • Excellent verbal and written communication skills
  • Strong organizational and time management skills
  • Strong presentation and facilitation skills
  • Passion and personal accountability for maintaining high standards in his/her work
  • Highly motivated and self-directed individual
  • Results oriented

    Valued but not Required Skills and Experience:

    • Previous experience in the distilled spirits industry
    • Prior experience with Workday Adaptive Planning
    • Prior experience with Microsoft Power BI
    • Experience with RStudio Team or Python programming language

    Location

    • Louisville, KY