Business Unit Analyst

Job Description

Position Summary

The Business Unit Analyst is responsible for developing and delivering sales analysis and comprehensive data reporting in their assigned Business Unit. Working in conjunction with Field Sales, the Business Unit Analysis Manager and under the general direction of the Business Unit Operations Director, the Business Unit Analyst evaluates the overall arc of the Business Unit performance against plan targets and identifies opportunities to bridge depletions, distribution and incentive program gaps.

Responsibilities

• Provides monthly benchmarking and scorecard reporting on results and standings relative to plan performance, distribution, depletions, billings and retail execution using CBI data mining tools. Develops and circulates reports recapping BU and distributor performance versus targets.
• Collaborating with the BU Analysis Manager, the BU Analyst establishes, develops, and manages all BU data reporting processes.
• Identifies key success measures for incentives/programming and evaluates ROI.
• Provides monthly sales versus forecast analysis to the BU Operations Director. Manages select elements of monthly forecast under guidance and direction of BU Operations Director. Develops reporting capabilities to support BU inventory management activities and assists with product allocations.
• Develops presentation materials, tools, and data for BU sales and wholesaler meetings.
• Participates in periodic field market visits, wholesaler meetings and Retail Vision surveys with BU Field sales team members to gain an understanding of market dynamics and apply insights to sales support projects.
• Assists in the on-boarding and training of new BU employees in the utilization of the CBI data mining programs.
• Functions as the BU liaison and subject matter expert in support of several corporate initiatives including, but not limited to: Wholesaler Annual Business Plan, Retail Vision data collection, Circana/IRI, and National Incentive Program Trackers. Partners with the Key Accounts team members, National Sales and Business Operations in the development and completion of wholesaler and key market data analysis.
• Responsible for ensuring BU data management and integrity.
• Completes ah-hoc projects and tasks as assigned.

• Bachelor's degree with an emphasis on business, marketing, finance or related field and or 1-3 years of experience in business analytics.
• Proficient with software to include Excel, PowerPoint, Word and Microsoft Outlook.
• Ability to retrieve and synthesize sales data to deliver persuasive and fact-based sales presentations.

• Experience using PowerBI preferred.
• Experience in analytics within the alcohol beverage industry preferred.
• Demonstrated ability to learn internal software applications and specialized customer tools as required.
• Excellent communication skills, both written and verbal, and the ability to work with a variety of individuals at all organizational levels both internal and external. Partners with stakeholders to establish clear parameters for deliverables and follow-up timeframes.
• Precise, detail-oriented, analytical, and deadline-driven with the ability to work under pressure. Must take initiative and work with a high level of professionalism.
• Demonstrates high degree of critical thinking skills and flexibility.

• Work Environment:
  • Must be able to stand, walk, sit
  • Must be able to move up to 55 lbs
  • Use hands to handle or feel; reach with hands and arms
  • Climb or balance stairs/ladders
  • Stoop, kneel, crouch or crawl; talk and hear
  • Must have close vision, distant vision, and ability to adjust focus, peripheral vision
  • Must be able to stand for extended periods of time
  • Must have a valid driver's license, be able to drive a car and travel via plane/train as needed
• Must be at least 21 years or age. Must be able to sit and/or stand for long periods of time and work on a computer for extended periods. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.