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About the Role

The Commercial Finance Manager is an embedded finance business partner supporting regional and national brand-level commercial performance within Palm Bay’s Revenue Growth Management (RGM) organization. This role builds forecasting, pricing analysis, and distributor reconciliation discipline to support margin governance and business reviews.

Responsibilities

• 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 on forecasting support and data consolidation for the assigned region or brand group.

Requirements

• Bachelor’s degree in Finance, Business, or a related field required.
• 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.

Skills

• Excel proficiency
• BI/dashboarding tools (Power BI, Tableau, or similar)
• Financial principles
• P&L mechanics
• Trade spend/promotional economics
• Relationship building
• Influencing stakeholders
• Verbal communication
• Written communication
• Presenting financial reviews

Location

• New York, NY
• Port Washington, NY

Work Type

• Home Base

Experience Level

• 5-7 years

Education Level

• Bachelor's degree in Finance, Business, or a related field

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• 401(K)
• Paid vacation
• Personal time off
• 11 paid company holidays

About the Company

• Palm Bay International is a dynamic family-owned company offering one of the nation’s most comprehensive portfolios of imported wines and spirits, including over 50 suppliers from around the globe.
• Palm Bay’s network of long-term partnerships with wholesale companies in all 50 states, as well as the Caribbean, Mexico, and Central America, enables the company to meet the needs of various industry levels.
• The company's 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.

Equal Opportunity

• Palm Bay International is an equal opportunity employer.