Business Analyst Summary
Reporting to the VP of Sales, the Business Analyst is a financial and sales support role, focused on mining and interpreting data and analytics to help shape informed and effective programming, marketing and financial decisions. The BA will work with the VPs of Sales and Marketing, and the Finance Team in the development of action plans to maximize our ability to turn insights and analytics into depletion and revenue growth.
The Business Analyst position requires a driven, passionate and committed professional with a creativity to help define the position as the company continues to procure more and better data. The Business Analyst must be able to recognize and communicate the passion and enthusiasm that begins at the distillery, understand our product’s distinct characteristics, and communicate this whenever appropriate in an honest and authentic way.
Duties and Responsibilities
The following duties and responsibilities reflect the essential functions of the position, but do not restrict the assignment of additional tasks. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Data and Analytics Management
- Responsible for mining and analyzing data and organizing findings into reports that will inform key stakeholders and assist all in making the best business decisions.
- Monitor programming investments and use resource allocation models to develop key findings in order to measure effectiveness of all spends and programs.
- Work with Accounting and Finance Departments in order to maintain and communicate up to date budget spending and resource allocation.
- Update all reporting from relevant data sources, including but not limited to VIP, Nielsen, IWSR, distributor and account data, and organize raw data into useable formats for leadership to leverage into strategy and tactics.
- Build and maintain depletion reporting documents that keep sales leadership informed of current trends, upcoming challenges and historical data.
- Generate revenue tracking reports that analyze pricing, discounting, deal levels and sales incentives in order to manage budgeting and measure ROI of all pricing and discounting decisions.
- Manage reporting cadence using Nielsen and sales surveys that measures lift generated by pricing and programming as it relates to Caledonia Spirits Brands as well as competitive brand activity.
- Collaborate closely with marketing, sales and finance teams in order to ensure that all decision makers and stakeholders have updated reporting and analytics on all sales and marketing investments and revenue driving activities.
- Derive insights from sourced reporting that informs better revenue driving decisions and share with appropriate leadership.
- Present business results and analysis to the greater team(s) and on occasion, the entire company during quarterly or annual internal meetings.
- Maintain up to date trackers on all sales budgets and communicate to all stakeholders regularly.
Digital/Technology Management
- Establish relationships with contacts at VIP, Nielsen and other relevant data source companies in order to ensure that we are achieving maximum benefit from our data partnerships.
- Collaborate with local sales teams to ensure that all spirits pricing communications and surveys are accurate and within brand guidelines through VIP and Karma.
- Master navigation within Caledonia Spirits systems – VIP, Expensify, Quickbooks and others in order to provide efficient and effective support as needed in the role.
General Management
- Represent the company in alignment with the brand and company values.
- Attend trainings, team meetings and other company-sponsored events as scheduled (physical presence required).
- Maintain confidentiality of sensitive and proprietary customer and company information.
- Complete other projects and perform other duties in support of the company goals and objectives, as requested.
Education and Experience
Preferred: Master’s or Bachelor’s degree in finance, accounting or related field of study, with at least 2 years of experience in the field, and experience in the premium and/or super premium spirits business.
Required: Any combination of education and experience likely to provide the skills, knowledge and ability to successfully perform the essential functions of the position, paired with a proven track record of successfully working as part of a cross functional team.
Certifications and Licenses
Preferred: CPA a plus, but not required.
Required Knowledge and Competencies
- Demonstrated ability to analyze and organize data into useful reporting tools.
- Ability to represent the company and the brand in a professional manner and in alignment with the brand identity and standards.
- Demonstrated digital and technological skills.
- Entrepreneurial and/or start-up experience.
- Ability to identify and target business opportunities through analytics and communicate findings to appropriate leadership.
- Strong communication and interpersonal skills.
- Commitment to developing and maintaining an understanding of consumer and market trends and demands as they relate to the spirits industry.
- Commitment to providing exceptional support to cross functional teammates.
- Ability to develop and maintain productive relationships with internal and external stakeholders.
- Demonstrated autonomous motivation and ability to achieve positive results and meet defined objectives.
- Ability to work independently and collaboratively within the team dynamic.
- Proficiency with computer applications and software, including Google Apps, MS Word, Excel, VIP and Expensify.
- Strong organizational skills, with the ability to successfully plan and manage multiple projects simultaneously.
- Technical capacity to communicate, document, report and distribute data and information, utilizing information and communications technology and systems as required.
- Ability and availability to travel as needed in order to meet the requirements of the job.
Physical and Other Requirements
- Must comply with all company policies and safety standards.
- Occasionally required to work outside of traditional business hours, including some evening and weekend hours, as necessary.
- Regularly required to travel by car locally and occasionally required to travel outside of Vermont and other locations in the U.S.
- Regular operation of computer, keyboard, mouse, and other devices.
- Participation in training sessions, presentations and meetings, on and off-premises.
- Occasionally required to ascend and descend stairs.
- High level of confidentiality required: regularly exposed to confidential, non-public information relating to the company.
Interested in joining the Distillery team? To apply, please email your resume to: jobs@caledoniaspirits.com.
Caledonia Spirits, Inc. is an equal opportunity employer and is committed to offering equal employment opportunities in accordance with all federal, state and local laws and regulations.
Summary
Reporting to the VP of Sales, the Business Analyst is a financial and sales support role, focused on mining and interpreting data and analytics to help shape informed and effective programming, marketing and financial decisions. The BA will work with the VPs of Sales and Marketing, and the Finance Team in the development of action plans to maximize our ability to turn insights and analytics into depletion and revenue growth.
The Business Analyst position requires a driven, passionate and committed professional with a creativity to help define the position as the company continues to procure more and better data. The Business Analyst must be able to recognize and communicate the passion and enthusiasm that begins at the distillery, understand our product’s distinct characteristics, and communicate this whenever appropriate in an honest and authentic way.
Duties and Responsibilities
The following duties and responsibilities reflect the essential functions of the position, but do not restrict the assignment of additional tasks. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Data and Analytics Management
- Responsible for mining and analyzing data and organizing findings into reports that will inform key stakeholders and assist all in making the best business decisions.
- Monitor programming investments and use resource allocation models to develop key findings in order to measure effectiveness of all spends and programs.
- Work with Accounting and Finance Departments in order to maintain and communicate up to date budget spending and resource allocation.
- Update all reporting from relevant data sources, including but not limited to VIP, Nielsen, IWSR, distributor and account data, and organize raw data into useable formats for leadership to leverage into strategy and tactics.
- Build and maintain depletion reporting documents that keep sales leadership informed of current trends, upcoming challenges and historical data.
- Generate revenue tracking reports that analyze pricing, discounting, deal levels and sales incentives in order to manage budgeting and measure ROI of all pricing and discounting decisions.
- Manage reporting cadence using Nielsen and sales surveys that measures lift generated by pricing and programming as it relates to Caledonia Spirits Brands as well as competitive brand activity.
- Collaborate closely with marketing, sales and finance teams in order to ensure that all decision makers and stakeholders have updated reporting and analytics on all sales and marketing investments and revenue driving activities.
- Derive insights from sourced reporting that informs better revenue driving decisions and share with appropriate leadership.
- Present business results and analysis to the greater team(s) and on occasion, the entire company during quarterly or annual internal meetings.
- Maintain up to date trackers on all sales budgets and communicate to all stakeholders regularly.
Digital/Technology Management
- Establish relationships with contacts at VIP, Nielsen and other relevant data source companies in order to ensure that we are achieving maximum benefit from our data partnerships.
- Collaborate with local sales teams to ensure that all spirits pricing communications and surveys are accurate and within brand guidelines through VIP and Karma.
- Master navigation within Caledonia Spirits systems – VIP, Expensify, Quickbooks and others in order to provide efficient and effective support as needed in the role.
General Management
- Represent the company in alignment with the brand and company values.
- Attend trainings, team meetings and other company-sponsored events as scheduled (physical presence required).
- Maintain confidentiality of sensitive and proprietary customer and company information.
- Complete other projects and perform other duties in support of the company goals and objectives, as requested.
Education and Experience
Preferred: Master’s or Bachelor’s degree in finance, accounting or related field of study, with at least 2 years of experience in the field, and experience in the premium and/or super premium spirits business.
Required: Any combination of education and experience likely to provide the skills, knowledge and ability to successfully perform the essential functions of the position, paired with a proven track record of successfully working as part of a cross functional team.
Certifications and Licenses
Preferred: CPA a plus, but not required.
Required Knowledge and Competencies
- Demonstrated ability to analyze and organize data into useful reporting tools.
- Ability to represent the company and the brand in a professional manner and in alignment with the brand identity and standards.
- Demonstrated digital and technological skills.
- Entrepreneurial and/or start-up experience.
- Ability to identify and target business opportunities through analytics and communicate findings to appropriate leadership.
- Strong communication and interpersonal skills.
- Commitment to developing and maintaining an understanding of consumer and market trends and demands as they relate to the spirits industry.
- Commitment to providing exceptional support to cross functional teammates.
- Ability to develop and maintain productive relationships with internal and external stakeholders.
- Demonstrated autonomous motivation and ability to achieve positive results and meet defined objectives.
- Ability to work independently and collaboratively within the team dynamic.
- Proficiency with computer applications and software, including Google Apps, MS Word, Excel, VIP and Expensify.
- Strong organizational skills, with the ability to successfully plan and manage multiple projects simultaneously.
- Technical capacity to communicate, document, report and distribute data and information, utilizing information and communications technology and systems as required.
- Ability and availability to travel as needed in order to meet the requirements of the job.
Physical and Other Requirements
- Must comply with all company policies and safety standards.
- Occasionally required to work outside of traditional business hours, including some evening and weekend hours, as necessary.
- Regularly required to travel by car locally and occasionally required to travel outside of Vermont and other locations in the U.S.
- Regular operation of computer, keyboard, mouse, and other devices.
- Participation in training sessions, presentations and meetings, on and off-premises.
- Occasionally required to ascend and descend stairs.
- High level of confidentiality required: regularly exposed to confidential, non-public information relating to the company.
Interested in joining the Distillery team? To apply, please email your resume to: jobs@caledoniaspirits.com.
Caledonia Spirits, Inc. is an equal opportunity employer and is committed to offering equal employment opportunities in accordance with all federal, state and local laws and regulations.
