Commercial Finance Analyst

About Us

Proximo Spirits, Inc., a leading innovator and marketer of premium spirits in the U.S., is a privately-held company known for building and positioning some of the worlds most iconic beverage brands. Key brands in the Proximo portfolio include Jose Cuervo® – the worlds best-selling tequila brand, 1800® Tequila, Maestro Dobel® Tequila, Gran Centenario® Tequila, Bushmills® Irish Whiskey, and The Kraken® Black Spiced Rum. Proximo also imports and markets Three Olives® Vodka and more. For news and updates, follow us on LinkedIn, or visit proximospirits.com

Who We Are

At Proximo, we’re an entrepreneurial team with a passion for building legendary brands and shaping the future of the spirits industry. Our environment is fast-paced, highly collaborative, and results-driven. We embrace creative thinking, move with speed, and value bold ideas. You’ll be empowered to take ownership of your projects, challenge the status quo, and grow your career alongside world-class brands.

Position Summary

The Commercial Finance Analyst is a key finance and analytics partner to the Commercial organization, supporting DVPs and Commercial Finance by delivering depletion-based performance reporting, forecasting, and decision support that improves NSV, gross profit, and execution outcomes. This role owns core reporting routines (Monthly Flash, Monthly Performance Review, KPI dashboards), strengthens distributor performance visibility and NSV issue resolution, and supports forecast and R&O cadence aligned to IBP/S&OP and enterprise financial commitments. The Analyst also supports field marketing spend governance (BTL/AMP), NPD planning inputs, and Annual Operating Plan development—ensuring leaders have a trusted “single source of truth” to run the business. This role is a key development position for future Commercial Finance Managers and Finance Business Partners.

Role & Responsibilities

Business Partner

• Support market/channel/DMA strategy through analytics that clarify where to focus and invest, including geo/market prioritization and ROI tradeoffs.
• Support team to deliver measurable ROI uplift from commercial investments
• Build decision materials that connect commercial choices to depletion performance and financial outcomes.

Commercial Reporting (Depletion-Based) & Performance Routines

• Own depletion-based reporting and performance views, including:
• Sales performance dashboards (e.g., Tableau) and key initiative tracking
• Monthly Performance Review and Monthly Flash
• Depletion NSV tracking (ingestion, validation, publication)
• National KPI tracking and Sales KPI tracking
• Distributor performance tracking and templates for consistent “fact base” reporting
• Partner with BI/data teams to improve dashboard quality, refresh cadence, adoption, and governance.

Pricing and Price Structure Management

• Supporting analysis of potential pricing changes to estimate local financial impacts/ROI
• Build/update draft price structures and working with RGM/Price 2.0 team to ensure these are accurately reflected in the pricing system
• Support collaboration with distributor partners to identify and resolve pricing issues
• Support development and maintenance of local scan calendars in applicable markets

Distributor Performance, NSV Alignment & Issue Resolution

• Identify distributor NSV misalignments, diagnose root causes, coordinate fixes, and strengthen controls to prevent recurrence.
• Maintain distributor performance narratives and validation routines; support QBR materials where appropriate.

Commercial Analytics & Decision Support

• Deliver ad hoc analysis and decision support (drivers, execution gaps, market shifts, initiative ROI).
• Conduct competitor/category deep dives; translate insights into actions with quantified scenarios.
• Identify NSV opportunities (mix, distribution, execution) and drive issue tracking with owners and timelines.
• Support team in commercial economics analytics and decision support across price, promo, and mix—supporting RGM to maximize NSV, gross profit, and ROI.

Forecasting (Depletion-Based) & R&O Management

• Support R&O vs Plan/LE cadence, including variance drivers, action tracking, and executive-ready commentary.
• Maintain depletion-based forecasts and commercial outlook inputs (volume/NSV, trade/BTL drivers).
• Support IBP linkage to financial commitments; translate demand/supply constraints into commercial implications.
• Own bonus KPI tracking/reporting for Sales with consistent definitions and auditability.

Marketing Spend (AMP/BTL) Budget Visibility for Sales

• Support BTL budget development, allocation, and governance (including “actuals + commitments” visibility).
• Ensure BTL data is ingested into dashboards from source systems (e.g., GreatVines) with high data quality.
• Provide pacing analysis, identify risks/opportunities, and support reallocation recommendations.
• Improve manual processes toward automation and stronger controls.

NPD & Growth Enablement

• Support Stage Gate forecasting inputs and phasing; summarize field inputs and risks.
• Support SRP development (national/state) and national account forecast coordination.
• Provide constrained inventory analysis for priority launches and top SKUs.

Annual Planning (AOP) & Commercial Playbook

• Support depletion-based AOP builds (national/state), including phased plans by distributor/market/premise/item.
• Support allocations, distributor plan materials, and analytics inputs to the Commercial Playbook (Distribution, POD growth plan ).

Sales Tools, Distributor Management & Contract Support

• Maintain account segmentation analysis and coverage insights tied to performance priorities.
• Support distributor management routines: RFP data prep, selling division mapping/coverage, T2Ts, LE preparation.
• Support contract/compliance tracking (quota, GP penalties) in partnership with Legal/Finance stakeholders.

Key Competencies

• Analytical --Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures.
• Planning/Organizing-- Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
• Business Acumen-- Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
• Problem-Solving --Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem-solving situations; Uses reason even when dealing with emotional topics.
• Communication-- Communicates clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings; Writes clearly and informatively.

Success Measures

• Deliver Monthly Flash, Monthly Performance Reviews, and KPI dashboards on time with minimal revisions.
• Improve data integrity by reducing reconciliations and definition disputes while maintaining an audit-ready KPI trail.
• Run a consistent, trusted forecasting cadence with clear variance drivers, actions, and accountable owners.
• Increase visibility to Risks & Opportunities by identifying issues early and tracking mitigation through to closure.
• Resolve distributor NSV misalignments quickly and prevent recurrence through stronger controls and governance.
• Produce QBR/leadership narratives that are consistent, decision-ready, and aligned to a single fact base.
• Strengthen spend stewardship with reliable “actuals + commitments” visibility, early pacing flags, reallocation recommendations, and fewer manual patches over time.

Key Relationships

Internal: Direct manager, Sales Leadership & Sales Operations, Commercial Analytics / BI / Data teams, Revenue Growth Management (RGM), Marketing & Brand Teams, Corporate FP&A & Accounting & Supply Chain / IBP / S&OP / Demand Planning

External: Distributor partners

Knowledge and Experience

• Bachelor’s degree required (Finance, Economics, Analytics, Business, or related); MBA/CPA/CFA a plus.
• 3-5+ years of experience in Sales Finance, Commercial Finance, FP&A, Revenue Management or Analytics (CPG/beverage alcohol preferred).
• Experience working with depletion-based performance measures and distributor reporting (preferred).
• Experience supporting planning cycles (AOP, LE/forecasting, IBP/S&OP) preferred.
• Familiarity with trade spend / BTL governance and marketing spend tracking preferred.
• Experience with tools/systems such as Aera (or forecasting tools), GreatVines (or trade systems), and ERP/finance data sources.
• Ability to travel as needed and willingness to work in the Jersey City, NJ office three/ four days per week.

The salary range for this role is a base salary of $85,100 - $97,500 you can use this for the pricing manager along with an annual bonus, 401K match, and medical and wellness benefits. The range will vary if outside of this location. Base salaries are determined during our interview process, by assessing a candidate’s experience and skill set against internal peers and against the scope and responsibilities of the position.

Proximo is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment based on race, color, sex (including pregnancy), sexual orientation, gender identity or expression, religion, national origin, citizenship status, age, genetic information, physical or mental disability of an otherwise qualified individual, membership or application for membership in a uniformed service, engaging in legally protected activity, or any other characteristic protected under applicable law.