Sr Analyst, Regional Financial Planning and Analysis

Regional Senior Analyst 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 2025, for the 4th 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.

Eligible full time Coke Florida Associates can participate in our Total Rewards Program which includes:

• 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

The Regional Senior Analyst Planning & Analysis serves as a strategic business partner to Regional and Territory leadership, supporting financial decision-making that drives performance and profitable growth. This role owns the regional planning, forecasting, and gap-solving processes, providing actionable financial insights and partnering closely with Sales, Field Operations, and cross-functional teams to improve business results.

The Regional Senior Analyst leads monthly Regional and Territory financial reviews, supports the annual business planning process, manages rolling estimates, and assesses financial risks and opportunities. The role also supports capital planning and approvals, commercial and post-deal analysis, incentive reviews, and franchise finance activities. This position operates as a senior individual contributor with significant influence across the organization.

Roles and Responsibilities:

• Act as the primary finance business partner to Regional and Territory leadership, supporting financial reviews, decision-making, and action planning
• Lead monthly Regional and Territory financial performance reviews, translating results into clear insights and recommended actions
• Partner with Sales and Field Operations to align financial outcomes with operational and commercial execution
• Lead the comprehensive annual business planning process for the assigned Region, including timelines, assumptions, interdependencies, and accountability
• Own the Regional Rolling Estimate process, consolidating forecasts and leading risks and opportunities assessments
• Drive financial gap-solving by identifying performance drivers and supporting leadership in developing and tracking action plans
• Support the Regional capital planning, approval, and management process, including ROI analysis and business case development
• Provide pre- and post-investment financial analysis for capital, real estate, and strategic projects
• Support commercial finance activities, including post-deal analysis and evaluation of commercial performance
• Provide franchise finance support, including coordination with The Coca-Cola Company finance on equipment, brand, and customer funding agreements
• Support Regional incentive review processes, ensuring financial accuracy and alignment with performance outcomes
• Support financial reporting tool development and automation, includes primary financial reporting tool, expense analysis, budget model, scorecards
• Support development of non-financial reporting as needed (e.g. Equipment, Fleet, work order detail, inventory analysis, labor)

For this role, You will need:

• 3+ years of experience in related field with Analyst experience preferred
• Strong change management skills, demonstrates innovation and creativity and an ability to influence/gain alignment across diverging perspectives
• Bachelor's degree required; graduate degree preferred
• Preferred fields of study: Accounting, Finance, Business, or Economics
• Shared Company ethics and values
• Comprehensive knowledge of and experience in strategic thinking, financial planning, forecasting and modeling
• Strong communication, collaboration and presentation skills
• Excellent technical skills (Excel, enterprise planning tools)

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.