Senior Analyst, Commercial Planning

Reporting to the Sr. Manager, Commercial Planning, this role provides critical analytical, reporting, and forecasting support for the U.S. business. The individual is responsible for managing monthly reporting cycles, maintaining performance reporting tools, and supporting forecast reviews with internal stakeholders and distributor partners. In close partnership with CP&A and Commercial Finance, the role develops and maintains key performance trackers, dashboards, and reporting solutions using Excel and Power BI. Additionally, the position delivers financial modelling, mix analysis, and risk/opportunity assessments to support business planning and decision-making. As a key member of the Commercial Planning team, this role provides essential business continuity and analytical support to senior leadership through reports, insights, and presentations used by the ALT and Board of Directors to inform strategic decisions. You will be based in Miami, Florida.

ABOUT YOU

Ideal candidates for this role have analytics and financial experience with commercial exposure. Extremely comfortable navigating & transforming large data sets. Possess or have strong ability to develop a solid soft skill set to influence, partner, and lead, while being agile to drive value and results is critical. WITH OUR CONSUMER AT THE HEART, YOUR KEY RESPONSIBILITIES WILL BE TO: Support the monthly reporting and forecasting cycle by developing, maintaining, and distributing performance reports and planning tools used to inform business reviews and forecast discussions with internal stakeholders and external partners. Serve as a key steward of data integrity across commercial planning systems and reports, partnering closely with Technology team to identify, troubleshoot, and resolve data and system issues. Manage the validation and publication of critical business performance reporting, ensuring accuracy, consistency, and alignment across financial and commercial data sources. Partner cross-functionally with CP&A, Commercial Finance, and Sales teams to support the development and maintenance of key performance trackers, business reviews, and strategic reporting tools. Support the integrated budgeting, forecasting, and planning processes for the U.S. business, ensuring alignment across commercial and financial objectives. Perform financial, commercial, and trend analyses to proactively identify risks, opportunities, and key drivers impacting business performance. Develop financial models and scenario analyses to support decision-making, planning initiatives, and business strategy development. Provide critical analytical support during key planning cycles and business reviews, ensuring continuity and timely delivery of high-impact reporting and insights. Prepare executive-level reports, presentations, and business updates that support senior leadership decision-making and strategic discussions. Support the development of materials used in leadership reviews, long-range planning, and Board-level presentations. Design, automate, and enhance reporting solutions, dashboards, and analytical tools using Excel, Power BI, and other business intelligence platforms to improve decision-making and operational efficiency. Drive continuous improvement of reporting processes, planning tools, and data visualization capabilities to increase accuracy, efficiency, and business impact. THE SKILLS AND EXPERIENCE NEEDED TO CREATE YOUR LEGACY: 3+ years of solid Analytics, financial acumen, and technical skills Comfortable modelling and understanding large and complex data sets into useful information and insights Ability to make healthy internal & external working relationships, especially with Commercial teams, Finance, Operations and Distributor Ability to balance sense of urgency / timeliness with data/facts, but able to drive to timely decisions efficiently Good judgment and ability to manage details yet see the bigger picture to ensure solutions alignment Thought Leadership, Partnership, & Value Creation Mindset Mentality - for all stakeholders Ability to work effectively across functions and organizational levels to achieve desired goals leadership agility At Bacardi we care deeply about finding brilliant talent who can bring the following personal attributes to help elevate our 3Fs: Fearless, Family, Founder culture to the next level. Belonging: You have a strong capacity to create a culture of ‘Belonging’, where people feel appreciated for who they are, what they do, and who they can become Self-Awareness: You have high levels of self-awareness, are reflective and know yourself well, understanding both your own strengths and weaknesses and your impact on others People Agility: You bring a deep ability to understand and relate to people and navigate through tough situations to harness and multiply collective performance Results Agility: You demonstrate consistent delivery of results in first-time situations by inspiring teams, exhibiting a presence that builds confidence in yourself and others. Mental Agility: You can think critically to penetrate complex problems and expand the possibilities by making fresh connections. You think strategically whilst being execution focused and bring creativity to the challenges you’re presented with Change Agility: You have a deep natural curiosity, desire to experiment and ability to effectively deal with the heat of change. You have a growth and learning mindset: ready to test, stumble, learn and apply from experience Disclaimer: Bacardi seeks talent from all backgrounds to bring diversity of thought, agility and capability to our organization across the globe. We promote a working environment where all employees are treated and rewarded fairly. We do not tolerate any form of discrimination that adversely affects individuals or groups on the basis of national origin, race, color, religion, sex, gender, sexual orientation, marital status, disability, age, and any other legally protected aspect of a person's identity. At Bacardi, we are committed to providing our Primos (employees) with a comprehensive Total Rewards package of compensation, benefits, incentives, allowances, well-being, and much more to meet the needs of themselves and their families. It goes beyond just Cash! The total rewards program is based on pay for performance, whereby the incentive programs are linked to company and individual performance. Compensation, Paid Time Off & Retirement Competitive Pay Package Competitive Holiday/Paid Time Off, plus additional days offered ( i.e., volunteer day, allowing you to give back to the community) Retirement/Pension Plan Medical, Critical Illness, and Life Insurance Employee Assistance Programs Best-in-class, family-friendly, and inclusive leave policies Additional Benefits Flexible work arrangements (depending on role/office/site location) Access to E-learning Platforms and Career Development programs Travel Discounts ( i.e., hotel and car rental) And much more! The benefits /perks may vary depending on the nature of your employment with Bacardi, your work location, and are subject to change. Some benefits may be subject to an employee contribution. Some benefits may be fully or partially subsidized. Incentive plans are linked to the nature of your employment and can vary based on region, market, function or brand. Be a Part of Our Culture BE Fearless We empower our teams to question, challenge and innovate. This means adopting an agile mindset, being comfortable with trying new things and taking risks, without being reckless. BEHAVE LIKE Family We treat each other, and our communities, like family. Always. We are all ‘Primos’ (Spanish for cousins) at Bacardi. Being part of the family gives you the support you need to be the best you can be. The spirit of entrepreneurship is at the heart of everything we do. Everyone at Bacardi sees this business as their own. We do the right thing for the business and take accountability for our work. Life Inside Bacardi Be Fearless, act like a Founder. Follow our Primos on their journey to success. Where did they start and what’s it like to work for Bacardi? You too can be part of our story. Bacardi is the world's largest privately-held international spirits company. We are a brand-led growth company with over 200 brands and labels. More than 8,000 people across the globe work toward a common purpose to Make Moments Matter. At Bacardi we are guided by our 3Fs culture of being Fearless, treating each other like Family, and having a Founders mentality. And have plenty of fun along the way! You will hear us refer to each other as a “Primo” which means cousin in Spanish, and it´s our way to referring to employees. It´s also a reminder that we are a family‑owned business with Latin heritage since 1862. Primos are empowered to embrace diversity of thought and a global mindset to grow the Bacardi business and be future fit. Leadership at Bacardi listen to Primos through pulse surveys, town halls, action team forums and development training sessions. We get to enjoy social events, brand days, celebrate in trade with customers and have the opportunity to give back to the community through local initiatives like My Inspirit Day. We stand by doing the right thing and foster a culture of wellness and prioritizing Primo wellbeing through impactful resources and initiatives. #J-18808-Ljbffr Bacardi-Martini