Analyst, Retail Financial Planning and Analysis

About the role

The primary responsibility of this role is to provide information and analysis to senior leadership for making informed business decisions regarding future projects and the financial success of executed projects.

Responsibilities

• Provide support to build, maintain, and monitor driver-based rolling forecasts
• Translate operational drivers into financial impact
• Use forecasts to inform in-year decisions and the long-range financial plan
• Partner with retail team, finance, and accounting to deliver actionable insights and support enterprise objectives
• Support the development of annual budgets and monthly forecast updates
• Analyze financial performance against budget, forecast, prior year, and Key Performance Indicators (KPIs)
• Create dashboards and presentations that effectively communicate business performance
• Ensure reporting accuracy and consistency across multiple data sources
• Evaluate the viability of investments, including conducting return on investment (ROI) evaluations across cross-functional groups
• Manage various short and long-term projects for all business segments and across all departments
• Analyze monthly account reconciliations performed by various employees throughout the company
• Complete monthly and quarterly calculations supporting financial statements
• Model behaviors that support the company’s common purpose, ensuring guests and team members are supported at the highest level
• Ensure all activities are in compliance with rules, regulations, policies, and procedures
• Complete other duties as assigned

Qualifications

• Bachelor's degree in finance or related field required
• Minimum two years' work experience required
• Advanced Microsoft Office skills
• Experience with data visualization tools (Tableau, Power BI)
• Working knowledge of various financial reporting systems and databases such as Oracle EPM, Infor FSA
• Ability to work cross-functionally across multiple verticals with exceptional prioritization and communication skills
• Able to manage projects and multiple priorities with minimal supervision
• Excellent strategic, analytical, critical thinking, and problem-solving skills
• Exceptional organizational skills and attention to detail
• Teamwork, problem-solving, conflict management, influencing, and negotiating skills
• Strong written and verbal communication skills, including the ability to communicate financial principles and practices with non-finance team members

Additional Information

This position requires candidates to be legally authorized to work in the United States without employer sponsorship.