Sales Planning Analyst

Sales Planning Analyst

We are seeking a highly skilled and results-driven Financial Operations Analyst to join our dynamic Foodservice team. This individual will play a key role in driving financial accuracy, improving processes, and supporting leadership in achieving strategic and operational objectives. As a Financial Operations Analyst, you will leverage your expertise in financial analysis, forecasting, and reporting to strengthen decision-making, enhance performance, and ensure disciplined execution across the Foodservice BTG and WD route-to-market channels. 

Key Responsibilities

Financial Planning & Analysis

• Develop and manage annual budgets, trade forecasts, and weekly projections for BTG and WD business units.
• Provide timely and accurate financial reporting to leadership, including variance analysis and performance tracking against KPIs.
• Translate complex financial and operational data into clear, actionable insights and recommendations.

Decision Support & Business Partnering

• Partner with Sales and Operations leadership to evaluate business performance, identify risks and opportunities, and improve financial outcomes.
• Advise on business inputs and payments related to Foodservice BTG/WD, including customer programs, trade spend, and accruals.

Data Analysis & Reporting

• Combine and analyze data from multiple systems (SAP, MicroStrategy, BW, Business Objects, Margin Minder, Salesforce, etc.) to create dashboards, scorecards, and executive-ready reporting.
• Ensure data accuracy and integrity across financial and sales reporting tools

Process Improvement & Systems

• Identify and lead initiatives to improve financial processes.
• Support enhancements to financial systems and tools used for forecasting, reporting, and performance tracking.

Collaboration & Leadership Support

• Provide financial support and insights for strategic planning sessions, monthly business reviews, and annual planning cycles.
• Engage as a trusted advisor to functional leaders, contributing to both short-term decision-making and long-term strategic initiatives.
• Participate in cross-functional projects to enhance overall Foodservice financial performance.

• Benefits, subject to election and eligibility: Medical, Dental, Vision, Disability, Paid Time Off (including paid parental leave, vacation, and sick time), 401k with company match, Tuition Reimbursement, and Mileage Reimbursement
• Annual bonus based on performance and eligibility

• Bachelor’s degree from an accredited institution
• 2–5 years of financial analysis, business planning, or operational finance experience (CPG or Foodservice preferred).
• Strong analytical and problem-solving skills with ability to interpret complex datasets.
• Advanced Excel skills (modeling, PowerPivot, VBA); experience with BI and visualization tools (Power Point, Power BI, MicroStrategy).
• SAP experience strongly preferred; familiarity with APO, BW, BOBJ, and Margin Minder a plus.
• Excellent communication and presentation skills with ability to translate financial insights into business actions.
• Proven ability to partner cross-functionally and manage multiple priorities in a fast-paced environment.

Critical Skills:

• Strong analytical/financial background and ability to problem solve independently
• High attention to detail with adaptability in ambiguous situations
• Must possess good written and oral communication skills
• Ability to interface effectively with all levels of the organization
• Excellent collaboration skills
• Ability to plan and schedule tasks for self and meet project deadlines
• Adaptable and accustomed to prioritizing and reorganizing workload based on changing business needs
• Self-motivated - Continuous improvement mindset with process and systems orientation

Keurig Dr Pepper (NASDAQ: KDP) is a leading beverage company in North America, with a portfolio of more than 125 owned, licensed and partners brands and powerful distribution capabilities to provide a beverage for every need, anytime, anywhere. We operate with a differentiated business model and world-class brand portfolio, powered by a talented and engaged team that is anchored in our values. We work with big, exciting beverage brands and the #1 single-serve coffee brewing system in North America at KDP, and we have fun doing it!

Together, we have built a leading beverage company in North America offering hot and cold beverages together at scale. Whatever your area of expertise, at KDP you can be a part of a team that’s proud of its brands, partnerships, innovation, and growth. Will you join us?

We strive to be an employer of choice, providing a culture and opportunities that empower our team of ~29,000 employees to grow and develop. We offer robust benefits to support your health and wellness as well as your personal and financial well-being. We also provide employee programs designed to enhance your professional growth and development, while ensuring you feel valued, inspired and appreciated at work.

Keurig Dr Pepper is an equal opportunity employer and recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, sexual orientation, gender identity, gender expression, age, disability or association with a person with a disability, medical condition, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law.