Senior Director, Investment Management Lead

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Job Description Summary:

Role Overview

A successful Investment Management Lead is one who can create and implement a strong partnership with the Marketing Organization and other Functions to manage resource allocations and Strategic Investments across the OU to drive growth and profitability. 

As a senior member of the OU Finance team, reporting directly to the OU CFO, this role builds on strong influence and communication skills coupled with strategic, data-driven thinking to drive key metrics on growth and profitability.  The role entails managing a team of associates directly.
 

Focus, Scope and Impact

Business Partnership: Partner with the OU senior leaders to manage and execute the resource allocation strategy, including:

• Implement the Global resource allocation strategy in the OU
• Develop and implement along with Management and Strategy the local resource allocation strategy
• Analyze/Benchmark/rationalize the strategy based on local considerations
• Act as primary contact of Marketing
• Assess all on-going projects and prioritize them based on current allocation guidelines
• Assess, develop and monitor a clear marketing asset strategy with the Center and other functions

Manage Strategic Investment Finance and support innovation within the OU, including:

• Partnership with Strategy on Profit pools, Portfolio strategy, Execute the center guidance
• Implement category model framework/playbooks, review category financials and align action to improve category margins
• Develop and drive marketing efficiency and effectiveness in collaboration with marketing team
• Execution day to day including outside the BP to identify opportunities to create more value through consumer insights
• Review and assess market opportunities support new product ideas

Support New Product Development (NPD) and Commercialization lifecycle

• Develop financial Business case and align internal stakeholders for closure
• Establish a metrics linked NPD PLR (post launch review) review mechanism
• Establish a clear zombie mechanism and work with stakeholders to clean the NPD pipeline
• Work and align with Global Finance on submission routines.

Other work priorities

• Provide holistic understanding of business performance inside the OU, including innovation support.

  Use a fact-based, analytic, strategic approach to collaborating across OU

Minimum Qualifications and Requirements:

• > 12 years of leadership experience in senior commercial finance roles
• Extensive management experience, with ability to work in a diverse cultural environment as a highly efficient communicator and influencer at all levels
• Role model the ‘Leadership in the Network’ definition
• Ability to lead teams/prior people leadership experience and collaborating cross-functionally on enterprise priorities
• Broad expertise in Risk management, Agile ways of working, enterprise-wide / transformational initiatives, portfolio strategy and flexibility

Skills:

Our Purpose and Growth Culture:

We are taking deliberate action to nurture an inclusive culture that is grounded in our company purpose, to refresh the world and make a difference. We act with a growth mindset, take an expansive approach to what’s possible and believe in continuous learning to improve our business and ourselves. We focus on four key behaviors – curious, empowered, inclusive and agile – and value how we work as much as what we achieve. We believe that our culture is one of the reasons our company continues to thrive after 130+ years. Visit Our Purpose and Vision to learn more about these behaviors and how you can bring them to life in your next role at Coca-Cola.