FP&A Analyst: Commercial Planning & Insights

Sazerac Company; Carrollton (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Sazerac Company is seeking a Commercial Finance Planning Analyst in Texas to support the annual operating plan, analyze performance, and build planning models. You will partner with commercial leaders to translate data into actionable insights and drive improved profitability.

Ideal candidates have 1–3 years in FP&A or related roles, strong Excel and BI skills, and the ability to communicate complex financial information clearly to both finance and non-finance teams.

Qualifications

• Bachelor’s degree in finance, accounting, economics, business administration, or related field.
• Advanced Excel skills with modeling and data analysis.
• Power BI or Tableau BI skills.
• Detail-oriented with data accuracy.
• Clear communication of complex financial information to diverse audiences.

Responsibilities

• Support annual Operating Plan (AOP) development and execution.
• Analyze performance against budget, forecast, and prior year; identify drivers.
• Build and maintain planning models and data inputs in planning systems.
• Create financial reports, dashboards, KPIs for leadership.
• Perform variance analyses and root cause investigations.

Skills

Advanced Microsoft Excel

Power BI

Tableau

Financial modeling

Data analysis

Communication

Team collaboration

Education

Bachelor’s in finance or related

Tools

ERP systems

Job description

Sazerac Company is seeking a Commercial Finance Planning Analyst in Texas to support the annual operating plan, analyze performance, and build planning models. You will partner with commercial leaders to translate data into actionable insights and drive improved profitability.

Ideal candidates have 1–3 years in FP&A or related roles, strong Excel and BI skills, and the ability to communicate complex financial information clearly to both finance and non-finance teams.