Finance Business Planning Manager

Main Purpose

• Responsible for development, alignment, submission and tracking of Annual Operating Plan (AOP) and forecast.

• Analysis and reporting of actual results tracking against AOP and forecast during monthly POR, timely identifying any potential risks/opportunities along with course corrective initiatives to ensure results delivery on AOP.

• Financial stewardship for business development opportunities, including innovations, new brands, packs and products, GTM/distribution, export/import, business expansion, reformulation, tax mitigation, revenue management or any other form of operational, tactical or strategic changes in the business.

• Assessing return on investment, feasibility and tracking of in-market spends either through COOP or unilateral. Furthermore, ensuring necessary governance process around spend approvals

• Ensure GCS requirements, governance and compliance as per the EBA (exclusive bottling agreement), BDA (business development agreement) and CSA (concentrate supply agreement)

• Automating, optimizing and simplifying planning/operational processes to ensure agility and speed to market

• Business partnership with key commercial/operations stakeholders to ensure business objectives are met with efficient and effective means
  
  

Accountabilities

• Financial Management, Strategic and Tactical Planning:

• Performance management to deliver financial results, including POR, AOP, Forecasts, risk mitigation, trade-offs and opportunities, 5-10 year long term financial projections, strategic H2/H3 investments

• Drive efficiency in planning processes through new WoW with GBS and AI tools

• Provide comprehensive financial analytics, including bottler shadow P&Ls, system value chain and JV financials

• Review and provide finance insights on revenue management and NRR to optimize financial returns. (Lead by NRM team and supported by Finance BP)

• Conduct competitor analysis and engage in wargaming and scenario planning to prepare for shifts in the competitive landscape

• Manage JV/PEP capex per PEP policy

• Drive efficiency and governance over OPEX and marketing spends

• Commercial & Category Partnership:

• Build and maintain strong relationships with bottlers to ensure alignment with financial and strategic goals

• Participate in business engagement activities, such as JBP, bottler reviews and joint strategic discussions

• Financial inputs for Stagegate and Innovation processes

• Financial scenarios for Sustainability projects through PEP+ initiatives.

• Financial analytics and advice to franchise, GM, and other cross-functional teams for various business scenarios

• Provide finance advice on marketing spend, consumer insights, investment prioritization

• Brand/Channel/Pack/Geography/Key account financials and analysis

• Business Development

• Support new business development opportunities including white spaces, new market geographies and/or channels, products/brand growth, new business models

• Supply Chain Operations:

• Finance oversight on S&OP process and concentrate management, including bottler and PEP concentrate DIIs, Build/Draw analysis

• Support productivity and sustainability initiatives for supply chain operations including PEP and bottler

• People Management:

• Lead coaching, development, training, bench planning, OHS initiatives and other people management processes to drive engagement and build a strong and capable team. (incl GBS organization)

• Governance and Stewardship:

• Support the franchise and legal teams in preparing business arrangements, including BDA, EBA, CMA and COOP
  

Qualifications

• Influence & Negotiation:

• Strong ability to influence and negotiate with cross-functional teams and external stakeholders.

• Excellent communication skills to navigate complex discussions and ensure alignment across teams.

• Agility & Adaptability:

• Ability to navigate through ambiguous and ad hoc situations with agility, making informed decisions in dynamic environments.

• Proven capability in adapting to changing business needs and embracing change.

• Business Acumen & Strategic Insight:

• Strong understanding of commercial, financial, and operational drivers in the business.

• Ability to translate financial data into strategic actions that drive business growth.

• Demonstrated expertise in setting business agendas and ensuring delivery on strategic initiatives.

• Leadership & Coaching:

• Ability to coach and mentor teams, fostering an environment of continuous learning and development.

• Experience in people planning, bench management, and organizational health, ensuring business continuity.

• Problem-Solving & Decision-Making:

• Strong problem-solving skills with a proactive approach to addressing challenges and identifying opportunities.

• Ability to set agendas and ensure focus on business-critical areas.

• Drive for Results:

• Passionate about driving business performance and delivering results.

• Commitment to meeting and exceeding business targets through financial excellence and strategic thinking.