Senior Analyst, Financial Planning & Analysis

Senior Analyst, Financial Planning & Analysis

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.

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, prepare analysis and development of business case evaluations for capital projects, real estate projects, other strategic projects as needed. The position also plays a key role in supporting the annual planning process, liaising with other key functions (Strategy, PRGM, Sales, Field Operations, Marketing, Commercial, Finance, HR). The senior Analyst also supports the monthly rolling estimate forecast for the total CCBF business, as well as the risks and opportunities assessment. The senior Analyst provides analysis focused on financial gap solving process for the team. The senior Analyst is responsible for all aspects of commercial finance, including the deals analysis process with the Sales teams, as well as pre- and post-analysis on commercial activity. The senior Analyst is also responsible for franchise finance support, liaising with TCCC around all funding and customer funding/agreements. The senior Analyst is also responsible for pre- and post-analysis of DME marketing investments. The role also serves as project coordinator, performing complex analysis of information and data sources and prepares executives summaries. Responsible for providing advanced analytical support and timely and accurate reporting of financial performance. The senior Analyst will support process improvement initiatives and development of tools and reporting templates.

Principles Duties and Responsibilities:

• Responsible for Capital approval and management process, prepare analysis and development of business case evaluations for capital projects, real estate projects, other strategic projects as needed
• Support Field Operations leadership, Territory General Managers and Fleet, Equipment Service Directors to identify opportunities and drive more effective and efficient operational and financial results including live routine financial reviews with Field ops leadership team
• 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 identify 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 the pre- and post-financial analysis on all major commercial financial activities
• Responsible franchise finance analysis and support including liaising with TCCC finance on all brand and customer funding agreements
• Support financial reporting tool development and automation, includes primary financial reporting tool, expense analysis, budget model, scorecards

Required Skills and Work Experience:

• Strong Technical knowledge – ERP systems (SAP) and Microsoft Office (Access, Excel, Outlook, Word, PowerPoint), Power Pivot, Power BI, Tableau
• Communication – excellent written and verbal skills and ability to clearly articulate relevant ideas, opinions, and information
• 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 the timely completion of designated objectives
• Strong change management skills
• 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

Work Environment:

• Working Conditions: normal office environment (majority of time), industrial environment
• Limited travel (10%)
• Equipment used: computer, SAP, Microsoft office, phone
• Physical effort required in job: 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.