Senior Analyst, Financial Planning & Analysis

10117 Princess Palm Ave, Tampa, FL 33610, USA Job Description Who We Are: Coca-Cola Beverages Florida, LLC (Coke Florida) is a family-owned independent Coca-Cola bottler that is the third largest privately-held and the sixth largest independent Coca-Cola bottler in the United States. Coke Florida sells, markets, manufactures and distributes over 600 products of The Coca-Cola Company and other partner companies including Monster Beverage Corporation and BODYARMOR. In 2026, for the 5th year in a row, Coke Florida was named as a US Best Managed Company by Deloitte Private and The Wall Street Journal. This program recognizes outstanding U.S. private companies and the achievements of their management teams in four key areas: strategy, ability to execute, corporate culture, and governance/financial performance. What We Offer: Total Wellness Programs including health, dental and vision plans 401K program with healthy company match Supplemental Life Insurance Three weeks of vacation pay, and 10 company paid holidays Tuition reimbursement Employee Assistance Programs (EAP) Competitive compensation Coke Florida is looking for a Senior Analyst, Financial Planning & Analysis that will be based out of our Tampa HQ area office. General Description / Job Summary: The Planning and Analysis Senior Analyst role provides financial support and analysis as part of the CCBF Finance team. This position is responsible for the Capital approval and management process, preparing analysis and development of business case evaluations for capital projects, real estate projects, and other strategic projects as needed. The role also supports the annual planning process, liaises with key functions (Strategy, PRGM, Sales, Field Operations, Marketing, Commercial, Finance, HR), supports the monthly rolling estimate forecast for the total CCBF business, and provides analysis focused on financial gap solving. The senior Analyst is responsible for all aspects of commercial finance, including the deals analysis process with the Sales teams, pre- and post-analysis on commercial activity, franchise finance support, and DME marketing investment analysis. The role serves as project coordinator, performs complex analysis, prepares executive summaries, provides advanced analytical support, timely and accurate reporting of financial performance, and supports process improvement initiatives. Principles Duties and Responsibilities: Responsible for Capital approval and management process, preparing analysis and development of business case evaluations for capital projects, real estate projects, and other strategic projects. Support Field Operations leadership, Territory General Managers and Fleet/Equipment Service Directors to identify opportunities and drive more effective operational and financial results including live routine financial reviews. Support comprehensive annual business planning process for CCBF organization by providing timeline, goals, accountabilities, and interdependencies. Support population and development of all planning models (e.g., ROI analysis, buy vs. lease analysis). Provide support preparing monthly/annual business analysis to CEO/CFO that identifies gaps and opportunities that impact financial performance. Support monthly financial Rolling Estimate process, consolidating financial forecast, including risks and opportunities assessment, for report out and discussion with ELT. Responsible for the analysis and development of business case evaluations for capital projects including post-project analysis. Responsible for all aspects of commercial finance function, including customer deals analysis and DME investment analysis. Responsible for pre- and post-financial analysis on all major commercial financial activities. Responsible for franchise finance analysis and support, liaising with TCCC finance on all brand and customer funding agreements. Support financial reporting tool development and automation, including primary financial reporting tool, expense analysis, budget model, scorecards. Perform ad‑hoc analysis as needed. Special finance project support as needed. Act as Business partner to Territory General Managers, support reporting, financial analysis and live reviews with Field ops leadership team. Support Month‑end close – prepare financial reports, sales reporting reconciliation, cash flow and procurement reporting, coordinate with Fixed asset accounting on accounting issues. Required Skills and Work Experience: Strong Technical knowledge – ERP systems (SAP) and Microsoft Office (Access, Excel, Outlook, Word, PowerPoint), Power Pivot, Power BI, Tableau. Excellent written and verbal communication skills. Analytical skills – analyze information to provide clear and concise recommendations. Process knowledge – strategic thinking, financial planning, forecasting, and modeling. Prioritization – managing multiple and complex priorities. Problem solving – identify errors/gaps in processes/reporting and identify solutions. Collaboration – ability to collaborate with cross‑functional teams. Leadership – strong leadership skills. Project Management – ensure timely completion of designated objectives. Working knowledge of ERP systems (SAP). Prior experience in financial statement preparation, monthly closing activities, and financial reporting. Experience in manufacturing, distribution or CPG industry. Experience / Education Requirements: Bachelor’s degree in Accounting or Finance. Minimum 5+ years work experience in accounting, including financial statement preparations, financial analysis, internal audit/controls, account analysis and reconciliation. Certification Requirements: Certified Public Accountant (CPA) preferred. Roles Reporting to this Position: None. Working Conditions: Normal office environment (majority of time), industrial environment. Limited travel (10%). Equipment used: computer, SAP, Microsoft Office, phone. Physical effort required: limited (rarely lifting 25 pounds or more). This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. Coke Florida reserves the right to revise the job description at any time and to assign additional duties and responsibilities as needed. Employment with Coke Florida is at‑will. The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions of their job, absent undue hardship. Coca‑Cola Beverages Florida is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. 10117 Princess Palm Ave, Tampa, FL 33610, USA #J-18808-Ljbffr Coca-Cola Beverages Florida