Integrated Planning and Sales and Operations Execution Analyst (Finance)

Coke Florida is searching for an Analyst, Integrated Planning and Sales and Operations Execution work out of our Tampa area facility, working Monday - Friday.

What You Will Do:

The Integrated Planning and S&OE (Sales and Operations Execution) Analyst plays a pivotal role in transforming strategic objectives into operational results. This individual is responsible for ensuring the effective daily and weekly execution of the supply chain by converting the high-level monthly Sales and Operations Planning (S&OP) plan into actionable, detailed plans. Leveraging real-time data, the analyst manages exceptions, optimizes logistics, and drives adherence to key performance indicators (KPIs). A crucial facet of this role includes compiling all monthly S&OE related materials and managing monthly S&OE meetings to ensure alignment, transparency, and accountability across cross-functional teams.

Role and Responsibilities:

• Compile, organize, and validate all S&OE related materials on a monthly basis. This includes updating performance dashboards, preparing exception reports, risk registers, and relevant data analyses.
• Facilitate and manage the monthly S&OE meetings, ensuring all necessary materials are distributed in advance and that all stakeholders are informed of the agenda, key topics, and action items.
• Capture meeting minutes, summarize key decisions and actions, and follow up diligently to ensure accountability and progress on assigned tasks.
• Drive a continuous feedback loop with cross-functional partners to improve the effectiveness of S&OE meetings and related processes.
• Continuously share and adopt best practices across planning and customer service functions.
• Analyze data from sales, inventory, production, logistics, and procurement to identify short-term trends and issues.
• Develop, automate, and maintain operational and strategic reports, supporting daily decision-making and management review processes.
• Ensure reporting accuracy by validating data sources and collaborating with relevant departments to resolve discrepancies.
• Assess existing S&OE processes, identifying gaps and opportunities for standardization, automation, and best practice adoption.
• Lead and participate in continuous improvement initiatives aimed at increasing forecast accuracy, on-time delivery, and customer satisfaction.
• Document process changes, train relevant stakeholders, and monitor the effectiveness of new procedures.
• Monitor and drive performance against key KPIs related to service, cost, and operational efficiency.
• Highlight underperformance and coordinate targeted actions to address gaps and capitalize on strengths.
• Regularly review and refine KPI metrics to ensure their continued relevance and effectiveness in driving operational excellence.

For This Role, You Will Need:

• Analytical Skills: Strong ability to dissect complex data sets, identify patterns, and translate findings into actionable business insights. Advanced experience with data visualization tools is an asset.

• Communication Skills: Excellent written, verbal, and presentation skills, with the ability to clearly communicate technical and complex information to diverse audiences across all organizational levels.

• Systems Proficiency: Demonstrated experience with Enterprise Resource Planning (ERP) systems, especially SAP. Proficiency in planning and reporting software such as Excel, Power BI, or Tableau is highly desirable.

• Problem-Solving: Proven ability to identify, assess, and solve practical problems in dynamic environments, often with limited precedent or standardization. Strong judgment and initiative are required.

• Organizational Skills: Exceptional organizational and time management skills; must be able to juggle multiple priorities, manage deadlines, and maintain meticulous attention to detail.

• Systems Mindset: Ability to understand, implement, and leverage technology solutions to achieve real-time data visibility and improve business processes.

• Business Acumen: Deep understanding of how supply chain operations impact broader financial objectives and customer satisfaction metrics. Ability to balance operational priorities and business outcomes.

• Facilitation & Influence: Experience leading meetings, particularly with cross-functional participants. Ability to build consensus, drive accountability, and ensure meetings result in actionable outcomes.

Additional Qualifications That Will Make You Successful in Role:

• Bachelor's degree in Supply Chain Management, Business Administration, Engineering, or a related field; Master's degree preferred.

• Professional certifications such as APICS CPIM, CSCP, or Six Sigma are an asset.

• Experience in a fast-paced manufacturing or distribution environment.

• Knowledge of Lean methodologies and continuous improvement frameworks.

• Track record of success in compiling and presenting materials for executive-level meetings.

This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. Coke Florida reserves the right to revise the job description at any time and to assign additional duties and responsibilities as needed.

Employment with Coke Florida is at-will. The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions of their job, absent undue hardship.

Coca-Cola Beverages Florida is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.