Strategic FP&A & Commercial Performance Analyst

Sazerac; Louisville (KY); On-site; USD 65,000 - 95,000; Full time

Job summary

Sazerac is seeking a Commercial Finance Planning Analyst in Louisville to drive financial planning, performance analysis, and strategic decision-making. You’ll develop analyses, prepare executive reporting, and support the annual operating plan (AOP) while partnering with commercial leaders to enhance business performance.

The role blends strong analytics with business acumen, translating data into actionable recommendations for cross-functional teams in a dynamic, entrepreneurial industry.

Qualifications

• Bachelor’s degree in finance, accounting, economics, business administration, or related field.
• Advanced Excel skills with financial modeling and data analysis.
• Proficiency with BI tools such as Power BI or Tableau.
• High attention to detail and data accuracy.
• Ability to translate complex financial information for diverse audiences.
• Strong analytical and problem-solving abilities.
• Collaborative mindset and strong interpersonal skills.

Responsibilities

• Support the development, coordination, and execution of the Annual Operating Plan (AOP) including volume, revenue, and gross profit.
• Analyze performance against budget, forecast, and prior year; identify drivers and recommend actions.
• Build and validate planning models and data inputs (Oracle EPM).
• Produce detailed analyses for sales, margin, pricing, and product performance; provide insights to leaders.
• Perform variance analyses and root-cause investigations of financial results.
• Support scenario modeling and sensitivity analyses for planning decisions.
• Create recurring reports, dashboards, and KPIs for executives using Excel and Power BI.
• Improve reporting processes through automation and visualization tools.
• Ensure data integrity across reporting platforms.

Skills

Analytical thinking

Financial modeling

Quantitative analysis

Communication

Team collaboration

Education

Bachelor’s degree in finance, accounting, economics, business administration, or related field

MBA or CPA/CMA/CFA (preferred)

Tools

Power BI

Tableau

Microsoft Excel (advanced)

Oracle EPM

Job description

Sazerac is seeking a Commercial Finance Planning Analyst in Louisville to drive financial planning, performance analysis, and strategic decision-making. You’ll develop analyses, prepare executive reporting, and support the annual operating plan (AOP) while partnering with commercial leaders to enhance business performance.

The role blends strong analytics with business acumen, translating data into actionable recommendations for cross-functional teams in a dynamic, entrepreneurial industry.