Financial Planning Analyst

As a member of the Financial Planning and Analysis Department, the FP&A Analyst will work with Wakefern management and Members to develop strategic recommendations grounded in financial analysis. This associate will perform financial forecasting, scenario planning, budgeting, and sensitivity analysis related to Wakefern’s retail banners. This associate will also analyze P&Ls, cash flows, and balance sheets for current Wakefern stores, acquisitions, and new Members.

The FP&A Analyst will interpret, communicate, and measure the financial aspects of the Wakefern Strategic Plan and key company programs. This associate must be an outstanding communicator, partnering with Wakefern leadership, various divisions, and Members. The FP&A Analyst will also help develop practical use cases for AI within the FP&A function and support efforts to make Planning Analytics a more effective and valuable resource for forecasting, reporting, and decision-making.

Job responsibilities include, but are not limited to, the following:

• Analyzing Retail P&Ls, cash flows, balance sheets, and other operating metrics for Wakefern’s current and prospective locations.
• Completing research projects that are financial in nature such as pro formas, actual/budget variance analysis, labor contract costing, and enterprise reporting.
• Communicating results by creating decks and presenting information to key stakeholders
• Creating quarterly budgets for retail locations
• Contribute to Enterprise budgeting, forecasting, and analysis activities
• Weekly KPI reporting and analysis
• Ad hoc analysis and report building for Membership and Wakefern divisions

• Bachelor’s degree in Accounting, Finance, Economics, or relevant field
• Minimum of 2 years of experience working with financial statements, gross profit analysis, and budgeting
• Expertise in Excel, PowerPoint, and Cognos
• Exceptional verbal and written communications skills
• Strong problem solving and analytical skills
• Outstanding organizational skills and ability to work in a fast-paced environment
• Ability to build relationships across divisions and navigate Wakefern to find answers to important questions.

• MBA or Master’s Degree in relevant field
• Experience incorporating AI into work responsibilities
• Knowledge of TM1 Analytics-coding a plus
• Experience with FP&A tools
• Knowledge of retail operations, real estate, pricing, merchandising, and Wakefern’s competitors
• Experience with acquisitions, divestitures, and financial restructuring

• Availability to work a varied, flexible schedule to meet business demands
• Ability to monitor computer screens for long periods of time
• Ability to work a hybrid schedule as established by the division (4 days on-site, 1 day remote)

The salary range for this position is $75,000 to $100,000 annually. Placement in the range depends on several factors, including experience, skills, education, geography, and budget considerations.

Wakefern is proud to offer a comprehensive benefits package designed to support the health, well-being, and professional development of our Associates. Benefits include medical, dental, and vision coverage, life and disability insurance, a 401(k) retirement plan with company match & annual company contribution, paid time off, holidays, and parental leave. Associates also enjoy access to wellness and family support programs, fitness reimbursement, educational and training opportunities through our corporate university, and a collaborative, team-oriented work environment.

Many of these benefits are fully or partially funded by the company, with some subject to eligibility requirements.