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’ related experience in business analysis, budgeting, forecasting, or finance
- Previous experience in budgeting, forecasting, or operational analysis, research, audit, and problem solving
- 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
Benefits
- Paid Vacation
- 11 Paid Holidays
- Health, Dental & Vision eligibility from day one
- FSA/HSA
- 401K match
- EAP
- Maternity/Paternity Leave
Location
- Louisville, KY