Fin Planning and Analysis Analyst

Heartland Coca-Cola Bottling Company, LLC; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Heartland Coca-Cola Bottling Company, LLC is seeking an FP&A Analyst to support preparation, budgeting, and forecasting across the business. You will analyze variances, identify drivers, and recommend actions to improve financial performance.

You'll also prepare presentations for leaders to communicate results and insights. The role requires strong financial analysis, Excel/PowerPoint skills, and the ability to manage multiple priorities with a continuous improvement mindset.

Qualifications

• Bachelor’s degree (4 years) required.
• 1–3 years of work experience required.
• Finance degree or MBA preferred.

Responsibilities

• Prepares budgeting and forecasting for functional areas including headcount and OPEX planning.
• Evaluates financial performance vs. budget and communicates drivers to executives.
• Performs ad hoc analyses of projects/investments to assess financial impact and ROI.
• Creates financial presentations for senior leadership, highlighting drivers of results and variances.
• Presents actual-to-budget variances to management with P&L responsibilities.

Skills

Financial analysis

Presentation skills

Project prioritization

Education

Bachelor's degree

Finance degree or MBA preferred

Tools

Excel

PowerPoint

Job description

Uncap Your Potential at America's Largest Coca-Cola Bottler — Pour Your Passion into Purpose!

We're more than beverages—we're building meaningful careers and vibrant communities. Join our team where your talent meets purpose, and every teammate directly shapes our success.

• Career Growth: Clear pathways to advance and develop your career
• Competitive Benefits: 401(k) match + health coverage + employee stock purchase plan
• Purpose-Driven: Create meaningful impact in the communities you serve
• Professional Development: Dedicated training + personalized mentorship

Join us - your refreshing new chapter starts here!

Job Overview

TheFP and A Analyst role assists in the preparation, budgeting, and forecasting of functions throughout the business. In addition, this role is responsible for performing analysis of budget and actual variances to identify the root cause of variances and identifying actions for the business to take to improve financial performance. Also, as a steward of the company’s financial resources, this role assists in performing ad hoc analyses of business projects and investments to determine its financial returns and impacts across the business. This role must also be able to prepare financial information to be used in the presentation of financial results to business leaders in a manner that is understood and builds financial acumen.

Duties & Responsibilities

• Prepares the budgeting and forecasting of financial results for functional areas throughout the business, including headcount and OPEX planning across multiple categories of expenses
• Evaluates the financial performance of the business compared to budgeted results and delivers insights to executive leaders on the drivers of business performance
• Assists in performing ad hoc analysis of projects, investments and determines the financial impact of an investment or decision made to evaluate whether the project, investment was successful, or adjustments are required
• Prepares financial presentations to be presented to senior leadership, including the drivers and drains of results
• Presents financial information, including actual to budget variances, to management that have P and L responsibilities

Knowledge, Skills, & Abilities

• Financial analysis, presentation skills (both written and oral)
• Ability to prioritize multiple assignments with varying deadlines, continuous improvement mindset
• Excel, PowerPoint

Minimum Qualifications

• Bachelor’s degree (4 years)
• Knowledge acquired through 1 to up to 3 years of work experience

Preferred Qualifications

• Finance degree or MBA preferred

Equal Opportunity Employer - All qualified applicants will be considered for employment without regard to disability, protected veteran status, or any other characteristic protected by applicable law.