Senior Financial Business Analyst – Shopper Customer & Commercial Product

Overview

The Senior Financial Business Analyst provides portfolio-level finance leadership across the Shopper Experience Customer and Commercial Product organization during a period of significant omnichannel growth and transformation. The role brings financial rigor, clarity, and forward-looking insight to a broad portfolio of investments, enabling disciplined prioritization, sequencing, and value realization that advances the customer journey across digital and in-store channels.

The position will be based in our Pleasanton California office location. We currently require employees to work onsite Monday through Thursday to support collaboration and engagement. Regular and reliable attendance is an essential function of this role.

• Provide portfolio-level financial leadership across the Shopper Experience Customer and Commercial Product organization, including visibility into investment performance, spend trends, risks and opportunities, and value realization.
• Lead complex financial modeling, scenario planning, and investment evaluations for major programs, product features, and platform capabilities, informing and shaping prioritization, sequencing, and portfolio level tradeoff decisions.
• Own end-to-end financial governance for close activity and product portfolio analytics, including forecasting, forward-looking projections and assumptions that quantify financial impact, returns, and risks, informing near-term execution and longer-term product and platform roadmaps.
• Serve as the primary owner and strategic steward of portfolio investment governance tools and supporting systems (e.g., Unified Financial Tracker and related investment models), ensuring data integrity, alignment to enterprise priorities, and accurate measurement and budget-loading validations that enable executive-ready insights.
• Fulfill finance controller responsibilities across external services and contractor labor used to augment full time teams, including review of role requests, statements of work, budget alignment, and approval of funding details within established authority thresholds, with direct supplier engagement as needed.
• Develop business commentary and financial narratives that require deep understanding of underlying demand drivers, cost models, and portfolio economics, supporting leadership discussions and decision reviews.
• Partner closely with product, technology, operations and finance leaders to deliver executive ready insights, narratives, recommendations, and decision frameworks tied directly to business outcomes, strategic priorities, and governance requirements.
• Support the evolution of operating models, ownership structures, and governance, maintaining financial continuity as global and India-based teams are integrated and scaled.
• Design, build, and continuously evolve scalable AI-enabled Power BI solutions that translate complex financial data into clear insights and decision-oriented storytelling for senior audiences.
• Drive closed-loop accountability through post-investment reviews, reinforcing learning discipline and continuous improvement across portfolio and labor investment decisions.
• Operate with a high degree of ownership across multiple work streams simultaneously, applying sound judgment in ambiguous and evolving environments while maintaining momentum, continuity, and delivery against portfolio priorities.

• Bachelor’s degree in finance or a related quantitative field with strong grounding in financial analysis and business strategy.
• Five or more years of progressive experience in finance and business analytics within complex, fast-paced environments.
• Demonstrated ability to operate as a trusted advisor delivering insights and recommendations that inform decisions across product, technology, and business leaders.
• Strategic thinking with the ability to connect financial insights to product strategy, operating models, growth initiatives and a broad range of new program tools, features, and capabilities, supporting informed decisions and long-term value creation.
• Proven experience leading financial modeling scenario planning, quantitative and qualitative investment analytics, while applying sound judgment in ambiguous and evolving situations.
• Advanced analytical and data mining skills with experience working in large, complex data environments to translate data into clear and actionable financial insights.
• Experience working with SQL based data platforms, Power BI, and enterprise financial systems such as Oracle EPM or equivalent tools within large complex environments.
• Strong professional presence and relationship building skills, with the ability to communicate complex financial concepts clearly and tailor messaging to different audiences to inform and influence decision making.
• Highly organized and flexible team player who demonstrates initiative and effectively manages multiple priorities and details in dynamic and evolving environments ranging from…