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Sr. Inventory Finance Specialist

Date:  Nov 29, 2022

Dallas, TX, US, 75240

General Purpose

Responsible for providing advanced analytical support to Finance and Operational leadership teams:

  • Finance HQ support on rolling estimate and monthly financial results for BD&L (“Breakage, Damage, and Loss”) and Inventory variances.
  • Monitor and communicate adherence to financial controls and consistent execution of standard business processes within CCSWB including SOX requirements.
  • Accountable for management of process orders for month-end close and working with all the warehouse and production center personnel to train and execute the process correctly.
  • Serve as Finance liaison between HQ, Production Centers, Warehouse, and Internal Controls regarding BD&L and Inventory controls.
  • Partner with Continuous Improvement and PSS Operations functional leaders on initiatives to drive efficiencies in inventory management.

Duties and Responsibilities

  • Monitor and communicate adherence to internal controls and consistent execution of standard business processes including SOX requirements. This includes maintaining the Inventory SharePoint site and review/revision of procedures as needed. 
  • Identify risk and opportunities in financial forecast and develop gap solve scenarios for operating expenses.
  • Analyze and determine which areas pose great financial risk and partner with the business to develop action plans.
  • Management of monthly close process and communicating performance results with Finance leadership.
  • Collaborate with Operations, HQ Finance team, and Market Unit Finance team around month end close, quarter-end, year-end close and other inventory and BD&L related activities which includes management of product Out-of-stock reporting on a weekly and monthly basis. 
  • Collaborate with all team members of HQ, MUs and other functional leads in development of Annual Business Plan for identified and unidentified BD&L
  • Work with Warehouse and Manufacturing management on researching and resolving inventory variances, identify inventory risks and process improvements for month-end close cycle.
  • Prepare and publish Weekly Inventory Status reporting, work with production centers on open items and assist with resolving issues related to:
  • Open STOs/Interbranch Transfers
  • Open Purchase Orders/Open Goods Receipts
  • Unreconciled Loads
  • Batch Errors
  • Stock Status of Return Issues (Ex. Deficits, SV Errors)
  • Enhanced BD&L Reporting Package
  • Management of the Freight Claims process
  • Up to 25% travel may be required


  • BA/BS in Accounting or Finance or the equivalent combination of education and experience
  • Five to ten years of related business experience
  • Proficiency in Microsoft Office Suite (Excel, Word, and PowerPoint)
  • Excel modeling skills preferred
  • Preferred soft drink industry or consumer packaged goods experience
  • Preferred 3 plus years of experience in business planning and analysis, along with Inventory management
  • Preferred experience in preparing financial information for use by non-financial managers
  • SAP experience required
  • Up to 25% travel may be required

Coca-Cola Southwest Beverages LLC is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth