Director, Financial Planning & Analysis

Swire Coca-Cola, USA; Bristol; On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Director of Financial Planning & Analysis to lead their FP&A team. This role will drive innovation and efficiency, managing budgets and capital expenditures while developing financial projections. The ideal candidate will possess strong leadership and analytical skills, fostering collaboration across finance and operational functions. With a commitment to mentorship and continuous improvement, this position offers the chance to influence decision-making and enhance business performance in a dynamic environment. Join a company that values its employees and offers diverse career opportunities!

Benefits

Health coverage (medical, dental, vision)

401(k) Retirement Plan with company match

Health Savings Accounts with company match

Free virtual primary care

Free Employee Assistance Program

Company-paid time off

Discounted and free products

Tuition reimbursement

Opportunities for career advancement

Qualifications

• 10+ years of financial analysis and leadership experience.
• Strong analytical, budgeting, and forecasting skills.

Responsibilities

• Manage budget and forecast reporting processes.
• Develop performance metrics and communicate financial reports.

Skills

Financial Analysis

Leadership

Budgeting

Forecasting

Data Analysis

Change Management

Technical Accounting

Education

Bachelor’s Degree in Accounting or Finance

MBA

Tools

Excel

Job description

Director, Financial Planning & Analysis

Location: Draper DC, 12634 S 265 W, Draper, Utah, United States of America

Req #: 19269

Date: Thursday, April 3, 2025

Who is Swire Coca-Cola?

We are one of the largest bottlers of Coca-Cola and other beverage brands in America. Our 7,900 dedicated employees produce and distribute more than 50 brands and flavors across 13 states. We offer diverse career opportunities, and every role impacts our company, products, and communities.

Why you'll love working at Swire Coca-Cola

• Health coverage (medical, dental, vision)
• 401(k) Retirement Plan with company match
• Health Savings Accounts with company match
• Free virtual primary care, acute care, and physical therapy
• Free Employee Assistance Program
• Company-paid time off (vacation, holidays, sick leave, bereavement, jury duty, parental/maternity leave, disability leave, volunteer time)
• Discounted and free products
• Tuition reimbursement
• Opportunities for career advancement

Role Overview

The Director of Financial Planning & Analysis is responsible for driving innovation, efficiency, and mentorship within the FP&A team. This role manages budget and capital expenditure processes, develops financial projections, supports business goals through analysis, and leads process improvement initiatives.

Responsibilities

1. Develop performance metrics in collaboration with Business and Data analytics teams; communicate financial reports and address queries from the parent company.
2. Manage the budget and forecast reporting processes and communication with the parent company.
3. Lead initiatives to improve business performance using data analysis and key performance indicators.
4. Foster a culture of collaboration and partnership across Finance and customer-facing functions.
5. Clearly communicate financial concepts to influence decision-making.
6. Lead and develop a team of finance professionals, supporting their growth and leadership potential.
7. Maintain an effective internal controls environment, working with the VP of FP&A on policies and risk management.
8. Develop and maintain short and long-term forecasts, assessing risks and opportunities.
9. Monitor financial indicators to identify trends and mitigate risks promptly.
10. Drive continuous improvement through automation and process optimization within the team.
11. Collaborate with IT to enhance analytical processes.

Minimum Requirements

• Bachelor’s Degree in Accounting, Finance, or related field
• MBA preferred
• 10+ years of financial analysis and leadership experience
• Strong leadership, organizational, and change management skills
• Excellent analytical, budgeting, and forecasting skills
• High-level technical accounting and advanced Excel skills

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Join Our Team!

Swire Coca-Cola is an equal opportunity employer participating in E-Verify. All qualified applicants will be considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other protected characteristics.