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