Finance Planning Manager

Overview

Drive Planning agenda for the LRB (Liquid Refreshment Beverages) portfolio, ensuring high-quality delivery

of both strategic and operational plans in close collaboration with cross-functional teams.

Act as a key business partner, supporting the organization in tracking and delivering business priorities

through:

Rigorous monitoring of KPIs

Pre- and post-evaluation of strategic initiatives

Funds tracking

Analytical insights to shape and support decision-making

Own the preparation and review of bottler financials, including periodic performance discussions with

business and regional teams. Provide financial support for projects involving changes in the bottling network

structure.

Responsibilities

Business and Financial Strategy, Planning and Forecasting

Facilitate and support the business in the development and execution of strategic plans, Annual Operating

Plans (AOP), and rolling forecasts by:

Driving the AOP/forecast process, including defining business action plans and setting clear priorities

Developing a balanced financial algorithm through disciplined investment management, grounded in

ROI and pay-for-performance principles

Building comprehensive business economics to assess core performance across brands, packages,

and channels

Driving the financial and operational evaluation of strategic options to support sound decision-making

Key responsibilities include:

Coordinating the development of BU budgets and financial targets in alignment with operating plans

Monitoring progress against AOP targets and supporting the formulation of contingency measures

and corrective actions as needed

Providing deep analytical insights to the BU to diagnose and resolve critical business issues

Supporting the assessment and implementation of business innovations, revenue management

initiatives, and productivity enhancements across bottling operations

Managing the BU/Region planning calendar with a focus on quality, timeliness, and alignment

throughout the planning cycle

Business Development Support

Support strategic decision-making for launching new categories, brands, packages, and channels by:

Developing optimal pack-price strategies aligned with consumer and market dynamics

Designing concentrate pricing formulas that balance competitiveness with margin protection

Ensuring healthy and sustainable system profitability across stakeholders

Provide critical financial and analytical support through:

Sensitivity analysis and scenario planning

Risks and opportunities assessment to guide proactive decision-making

Analytical evaluation of innovation pipelines, supporting stakeholder alignment across bottling

partners, stage gate processes, and commercial teams

Additional responsibilities include:

Collaborating with cross-functional teams to develop multi-year investment memos and facilitating the

end-to-end approval process to secure strategic priorities

Delivering analytical and planning support for performance management by tracking YTD

performance, analyzing variances, and identifying key business drivers

Monitoring and tracking STB (Spend to Budget) and A&M (Advertising & Marketing) budgets to

ensure effective utilization and risk mitigation

Supporting and coordinating the preparation and delivery of commercial proposals for prospective

customers

Bottler Financials:

Lead the development and forecasting of detailed shadow P&Ls for each of the bottlers by:

Estimating key revenue and cost drivers using market intelligence, cross-functional inputs, and

historical trends

Conducting monthly updates of underlying assumptions to monitor and evaluate the financial health

of each bottler

Benchmarking performance across the system to validate Profitability Index (PI) estimates and

strengthen confidence in financial projections

Support strategic and regulatory engagement through:

In-depth evaluation of tax policy changes, building scenarios to assess impact, and informing

advocacy efforts with authorities to safeguard PepsiCo’s interests

Performing sensitivity analyses to quantify the financial implications of key strategic decisions

Continuously monitor external dynamics by:

Tracking Net Trade Price (NTP) movements and competitor actions through insights reports, market

intelligence, and public data sources

Analytical Support

Deliver actionable insights and planning support by:

Conducting accurate evaluations and in-depth analysis of current business results, highlighting key

opportunities and risks

Providing value-added cross-functional planning support, including cost-to-serve economics, channel

profitability, and margin optimization

Supporting the BU with detailed sales analysis, reporting, and forecasting to inform commercial

strategies

Drive performance tracking and business transparency through:

Periodic volume and margin contribution (MC) reporting, analysis, and target setting

Comprehensive funds tracking across G&A, A&M, and Capex, with regular updates to senior

leadership

Developing and communicating quarterly business updates and financial outlooks

Provide agile, data-driven decision support through:

Delivering ad hoc business analysis and insights tailored to evolving business needs and leadership

requests

People Development

Build analytical capability in planning staff

Ensure 100% compliance with Pepsi Co GCS in respective area of working to minimize the risk against set

forth business objectives

Qualifications

Knowledge:

Chartered Accountant / ACMA / ACCA

Exposure to Oracle/ ERP

Total System Economics

Business Fundamentals and its Development

Experience:

8-10 years of post-qualification experience in finance function of a reputable organization.

Core Functional Competencies

Financial Planning, Analysis & Forecasting

Financial Process Management

Business Risk Assessment & Management

Investment & Budget Management

Customer Development & Marketing Mix

Analytical & Technical Strengths

Strong Analytical Skills

IT Systems Familiarity

Strategic & Systematic Thinking

Decision Making

Innovation & Problem Solving

Leadership & Interpersonal Skills

Strong Leadership & Team Management

Managing People & Responsibilities

Driving for Results

Acting with Integrity

Collaborating & Influencing

Strong Communication, Presentation & Negotiation Skills