Financial Analyst

The Financial Analyst is responsible for performing financial planning and analysis activities that support the Company’s budgeting, forecasting, financial reporting, capital planning, and business decision-making processes. Reporting to the Senior Manager, Financial Planning & Analysis, this position analyzes financial and operational information, develops financial models and reports, evaluates business performance, identifies financial risks and opportunities, and recommends solutions that support informed business decisions.

The Financial Analyst exercises independent judgment in analyzing financial data, interpreting trends and variances, and developing recommendations within established financial policies and procedures while collaborating with Finance and cross-functional business partners to support the Company’s strategic and operational objectives.

The following duties are representative of the work performed. Additional duties may be assigned as necessary to support business operations.

• Analyze weekly, monthly, quarterly, and annual financial results by comparing actual performance to budgets, forecasts, and prior-year results.
• Research financial and operational variances, identify trends and business drivers, and provide recommendations to management regarding financial performance.
• Develop and maintain financial models, reports, dashboards, and analysis that support budgeting, forecasting, and operational planning.
• Prepare financial analysis supporting new store openings, remodels, capital expenditures, and other business initiatives.
• Evaluate operating expenses and identify opportunities to improve cost efficiency and profitability.

• Support the annual budgeting process and periodic financial forecasts by analyzing historical results, business assumptions, and operational data.
• Monitor departmental budgets and provide variance analyses to assist business leaders in managing financial performance.
• Assist in preparing long-range financial planning analysis and related supporting schedules.

• Partner with Operations, Merchandising, Marketing, Store Operations, and other departments to provide financial analyses supporting business initiatives.
• Respond to requests for financial information and assist business partners in understanding financial performance and key operating metrics.
• Prepare financial reports, dashboards, and presentations for Finance leadership and business management.

• Analyze capital expenditure requests by reviewing financial assumptions, projected costs, and expected business benefits.
• Monitor capital project spending and report significant budget variances or financial risks.
• Assist in evaluating the financial impact of capital investment opportunities.
• Prepare recurring and ad hoc financial reports to support management decision-making.
• Participate in month-end and year-end financial close activities by analyzing financial results and investigating significant variances.
• Maintain financial reporting information within company systems to support data accuracy and consistency.
• Assist internal and external auditors by preparing financial analyses and supporting documentation.
• Identify opportunities to improve financial reporting processes, reporting automation, and operational efficiency.
• Recommend enhancements to financial models, reporting tools, and business processes.
• Participate in cross-functional projects supporting business growth and process improvements.
• Perform other duties and special projects as assigned.

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field from an accredited college or university.
• Minimum of three (3) years of progressively responsible experience in financial analysis, Financial Planning & Analysis (FP&A), corporate finance, accounting, or a related finance function.
• Experience in retail, grocery, consumer products, manufacturing, or distribution environments is preferred.
• Professional accounting or finance certification (CPA, CMA, CFA, or equivalent) is a plus.
• Knowledge of financial planning,…