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Full-time
bachelor degree
Medical Insurance, Dental Insurance, Vision Insurance, Life Insurance, 401(K), Paid Vacation
Posted 19d ago
~40 hrs/week
Responsibilities
The Commercial Finance Manager serves as a finance business partner supporting regional and national brand performance through forecasting, pricing analysis, and distributor reconciliation. They are responsible for managing trade spend, conducting ROI analysis on promotions, and presenting financial reviews to leadership and partners.
Requirements
Requires a Bachelor's degree in Finance or Business and 5-7 years of progressive finance experience, preferably in CPG or the beverage alcohol industry. Candidates must possess advanced Excel skills and the ability to influence stakeholders without direct authority.
Full job description
Commercial Finance Manager
If interested in this opportunity, please complete our culture index survey at the link below:
Palm Bay International, a dynamic family-owned company, offers one of the nation’s most comprehensive portfolios of imported wines and spirits, including over 50 suppliers from around the globe. Among Palm Bay’s most valued assets is its remarkable network of long-term partnerships with the foremost wholesale companies in all 50 states, as well as the Caribbean, Mexico, and Central America. With the crucial collaboration of these partners, Palm Bay’s portfolio is able to meet the needs of every level of the industry, from independent restaurants and retail stores, to chain accounts, supermarkets, hotels, airlines, cruise ships, duty-free accounts and U.S. military bases. This impressive roster of brands, accounts, and relationships positions Palm Bay as a major source of fine wines and spirits and an industry leader in the U.S. marketplace. For more visit: www.palmbay.com.
Location: New York, NY / Port Washington, NY (Home Base)
Reports To: Vice President of Revenue Growth Management (primary), with a dotted line to the Divisional Sales Regional VP
Position Overview: Reporting to the Vice President of Revenue Growth Management, the Commercial Finance Manager is an embedded finance business partner who supports regional and national brand-level commercial performance within Palm Bay’s Revenue Growth Management (RGM) organization. Working alongside the Director of Pricing & Strategy, the Manager builds the day-to-day forecasting, pricing analysis, and distributor reconciliation discipline that underpins Palm Bay’s margin governance model and supports business reviews with distributor partners and division leadership. The ideal candidate combines strong analytical rigor and commercial finance fundamentals with the relationship-building instincts needed to partner effectively with sales, distributors, and brand teams.
Responsibilities/Essential Functions:
Serve as day-to-day finance business partner to regional sales teams and brand portfolio managers, supporting the VP of RGM on divisional or national brand-group P&L performance
Maintain accountability for regional or brand-group trade spend and promotional budget accuracy, tracking actuals against budget and forecast
Build ad-hoc “what-if” analyses to support leadership decision-making, and conduct program post-analysis to evaluate promotional ROI
Present financial business reviews to division leadership and distributor partners, and lead quarterly distributor business reviews
Reconcile shipment data (sell-in), depletion data (sell-through), and retail scan data to flag inventory issues and early signs of margin leakage
Support execution of frontline pricing, depletion allowance, and quantity-discount frameworks set by the VP of RGM, including maintenance of state-by-state pricing matrices
Monitor distributor investment and audit bill-backs flagging discrepancies against pre-approved trade terms
Analyze competitive pricing activity and market surveys/syndicated data, recommending pricing counter-tactics to commercial teams and ensuring market compliance with brand pricing strategy
Coach and influence market and sales teams to make profitable, margin-conscious commercial decisions
Perform period-end close analysis of actual results versus budget/forecast, and support the annual pricing plan, including price increases driven by COGS and gap-to-comp-set analysis
Partner with FP&A and the Director of Corporate FP&A (future state) on forecasting support and data consolidation for the assigned region or brand group
Qualifications/Requirements:
Education: Bachelor’s degree in Finance, Business, or a related field required
Years of Experience: 5–7 years of progressive finance experience, ideally including exposure to the three-tier beverage alcohol distribution system or CPG sales finance
Strong analytical skills; advanced Excel proficiency required, with experience in BI/dashboarding tools (Power BI, Tableau, or similar) a plus
Clear understanding of financial principles, P&L mechanics, and trade spend/promotional economics
Demonstrated ability to build relationships with, and influence, sales, distributor, and brand stakeholders without direct authority
Effective communication skills, both verbal and written, including experience presenting financial reviews to non-finance stakeholders
Comfortable operating with an ownership mindset in a field-facing commercial finance role
Wine, spirits, or broader beverage alcohol industry experience strongly preferred
Benefits Overview:
Palm Bay offers a competitive compensation package including medical, dental, vision, life insurance, 401(K), paid vacation, personal time off and 11 paid company holidays.
Palm Bay International is an equal opportunity employer.
A preeminent, family-owned wine & spirits supplier, building legacies and igniting innovation for four generations.
Industry
Beverage Manufacturing
Company size
201-500 employees
Founded
1977
Headquarters
Port Washington, NY
LinkedIn followers
23,135
Palm Bay International stands at a unique vantage point within the U.S. wine and spirits landscape, distinguished by masterful and timeless brand building, coupled with stewardship of one of the most comprehensive global fine wine portfolios available. Over four generations, we have proudly forged a reputation for delivering exceptional experiences to a diverse range of partners, customers, and stakeholders. #drinkpalmbay Must be 21+ to follow.
Offices: 48 Harbor Park Drive, Port Washington, NY 11050, US · 301 NE 51st St, Boca Raton, FL 33431, US
Wine & Spirits and Beverage AlcoholWine And SpiritsFood and Beverage
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