Sr. Planning & Forecasting Analyst

This role is an office hybrid role and based at our Louisville, KY headquarters.

What the Role Is

The Senior Planning & Forecasting Analyst will play a critical role in managing and optimizing our whiskey inventory, as well as providing strategic financial analysis and planning support. This position requires a detail-oriented individual with strong analytical skills, a deep understanding of inventory management, and a passion for the distilled spirits industry.

How You Will Spend Your Time?

• Develop and implement inventory management strategies to optimize inventory levels, minimize carrying costs, and ensure product availability
• Monitor whiskey inventory levels across multiple warehouses and production facilities, identifying potential risks and opportunities
• Coordinate with production, logistics, and commercial teams to forecast demand and ensure inventory availability
• Monitor and report on current aging spirit inventories and work with business partners to address any planned excess or shortages
• Maintain the long-term whiskey, brandy, and wine forecasts

• Work with IT team to improve and develop reporting that enhances our ability to monitor and effectively utilize our aging inventory
• Prepare periodic forecast surveys for all whiskeys, brandy, and wine
• Provide regular updates to leadership
• Develop Distillery Production Plans
• Make recommendations to leadership and brand teams on changes needed to optimize inventory and product mix to better align with corporate objectives
• Monitor Barrel Fill and Yield metrics
• Work with operations on warehouse planning
• Develop whiskey inventory models that allow for scenario planning and optimize the use of aging inventories
• Maintain inventory reporting and relationships and with bulk customers and suppliers

Who You Are…

• Bachelor’s degree in Business, Finance, Data Analytics, Logistics, or a related discipline
• Minimum 5 years’ work-related experience in business analysis, finance, inventory management, or a related area
• Experience in financial or operational analysis, logistics, research, audit, and problem solving
• Excellent critical thinking skills - using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
• Analytical skills, in particular gathering data from a wide variety of sources and presenting it in formats suitable for a wide variety of audiences
• Ability to develop and maintain effective work relationships with internal and external contacts, including corporate, field personnel, and distributors
• Must possess in-depth knowledge and experience using Microsoft Office tools and products, especially Excel
• Excellent verbal and written communication skills
• Strong organizational and time management skills
• Strong presentation and facilitation skills
• Passion and personal accountability for maintaining high standards in his/her work
• Highly motivated and self-directed individual
• Proven history of process improvement

Valued but not Required Skills and Experience:

• Master’s degree in business, Finance, Logistics, or related field
• Previous experience in the distilled spirits, or consumer products industries
• Prior experience with Microsoft Power BI
• Heaven Hill uses RStudio Team for data science and advanced analytics. If a candidate has experience with the R or Python programming language, they could also utilize this platform to further empower their work

Physical / Travel Requirements

• Physical demands: While performing duties of job, employee is occasionally required to stand; walk; use hands and fingers to handle, or feel objects, and use of computer; reach with hands and arms. Employee must occasionally lift and/or move up to 25 pounds.
• Travel requirements: This position is based in Louisville, KY. Some travel may be required.

Benefits

• Paid Vacation
• 11 Paid Holidays
• Health, Dental & Vision eligibility from day one
• FSA/HSA
• 401K match
• EAP
• Maternity/Paternity Leave

Heaven Hill and its affiliates are committed to fostering a diverse workforce as an Equal Employment Opportunity company. We invite applications from candidates of all backgrounds, without regard to race, religion, color, sex, sexual orientation, natural origin, gender identity or expression, age, disability, veteran status or any other legally protected characteristic.