Financial Analyst II
Full-time
We need to output HTML fragment with headings
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content.
We need to parse the posting.
First, there is "Overview Job Description" etc. The content includes description of role, responsibilities, qualifications, benefits, etc.
We need to avoid repeating job title as heading. No Job ID.
We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also remove things like "The above statements are intended to describe the general nature..." etc.
We need to preserve all substantive information.
We need to decide sections.
Potential sections:
- About the role (overview description)
- Responsibilities (list of duties)
- Qualifications (education, experience)
- Skills (maybe separate from qualifications? The posting includes qualifications and also skills like Excel, Power BI, etc.)
- Benefits (list)
- Pay (maybe not explicit? It mentions "Competitive pay" under benefits but not specific numbers. The rule: never create Pay/Schedule/Benefits sections unless posting actually states them. It does state "Competitive pay" as part of benefits. That is a statement about pay but not a specific number. Is that enough to include a Pay section? The rule says: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state "Competitive pay" which is a statement about pay. However they also say "Prefer a few substantive sections over many thin ones." Might be better to include Pay under Benefits? But they have separate Benefits section. The rule says include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them.
"Competitive pay" is somewhat vague but it's a statement about pay. It's not a specific number but it's still stating that pay is competitive. Might be considered substantive enough? The instruction says avoid filler like "commensurate with experience", "not specified", etc. "Competitive pay" is similar to filler? It's vague but still a statement. I'd lean to not create a separate Pay section, but include mention of competitive pay within Benefits or maybe within a general description. However they explicitly have a Benefits section with list that includes "Competitive pay". So we can keep Benefits section and include that bullet.
Schedule: posting says "Hybrid schedule in office Tuesday-Thursday." That's specific. So we should include a Schedule section.
Pay: Not specific number, but they mention "Competitive pay". Might be considered not specific enough to warrant its own section. I'd omit Pay section.
Now we need to extract content.
Let's parse the posting.
Overview Job Description: The Financial Analyst 2 provides analysis to stakeholders helping to guide discussions and assist business partners in driving financial performance. You will partner with the Finance and Business partner teams to create plans and weekly forecasts that accurately reflect the state of the business and provide for a meaningful financial benchmark. You will provide ad hoc reporting and modeling support for strategic initiatives and special projects. This position requires a high attention to detail and the ability to understand and identify anomalies, communicating findings to key stakeholders accurately and timely. We are looking for a team member that is self-motivated and reliable, with a positive attitude and open to change as our company continues to grow. This position reports into our Store Support Office in Phoenix, AZ. Hybrid schedule in office Tuesday-Thursday.
Then "Overview Of Responsibilities" repeats same paragraph as overview? Actually it's same as earlier. Then they list responsibilities under headings: Financial Planning & Forecasting, Financial Analysis, Reporting, Other.
We need to capture responsibilities as list items.
Let's extract responsibilities bullet points:
Financial Planning & Forecasting:
- Executes on assigned processes to support the development of long-range financial planning, annual budgets, and quarterly forecasts
- Refreshes, modifies and understands the financial models that support accurate planning and provide recommendations to business partners & leadership
- Supports P&L forecast processes and highlights key business drivers, risk and opportunities
Financial Analysis:
- Analyze and articulate the key financial drivers to provide a deeper understanding of financial drivers to business leaders, including identifying potential downstream implications within the business
- Leverages knowledge of business to identify issues and collaborate with leadership and business partners to provide potential solutions
- Supports the planning and implementation of key Strategic Initiatives
Reporting:
- Generate and distribute weekly & monthly reporting on key business metrics for department leadership
- Partner with the business to understand variances to forecast / budget, understand and relay ongoing implications of those variances
- Collaborate with analyst peer group, in identifying opportunities to streamline and enhance existing processes
- Leverage Workday, Adaptive, Power BI, and other financial applications as needed
Other:
- Able to assist in project work that spans across multiple teams
- Identify conflicting priorities, and working through solutions with direct supervisor
- Ownership over continued self-development and leveraging finance leadership to support as needed
Now Qualifications:
"Qualifications Required Bachelor’s Degree in Business Administration, Accounting, Finance, Economics, Statistics, or a related field is required, with an MBA preferredRequires a minimum of one to three years of prior relevant experienceExperience with budgeting, planning, modeling, and forecasting systemsKnowledge of accounting principles and practices, and the analysis of financial data and statements preferredExcels working in a fast-paced environment and able to manage competing prioritiesStrong ability to communicate timely and collaborate with peers, all levels of Finance, and business leadership in a timely and effective mannerDemonstrates confidence and maintains a positive outlookComfortable training peers & business partners on owned processes Actively engaged with self-development, partnering with direct supervisorSelf-starter, can-do attitude, and organized / proactive in managing timingExcellent verbal and communication skillsGrocery or Retail experience is preferredIntermediate to Strong, in Microsoft Office Suite, primarily Excel and PowerPoint"
Then "Preferred Experience leveraging Artificial Intelligence (AI), machine learning, predictive analytics, or generative AI tools to enhance or improve financial forecasting, scenario planning, reporting automation, and business decision support.Experience using AI-enabled tools (Microsoft Copilot, Power BI AI capabilities, Python, Azure AI, Databricks, or similar platforms) to improve financial analysis and reporting.Experience supporting retail, consumer products, manufacturing, or distribution businesses.Proficiency with Power BI, Tableau, SQL, or other analytics tools.Experience working with large datasets and ERP systems."
Thus qualifications include required and preferred.
We might separate into Requirements (required) and Qualifications (preferred) or Skills. The instruction says use headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map.
We have:
- About the role: overview description (maybe include location, hybrid schedule? but schedule separate)
- Responsibilities: list of duties
- Requirements: required qualifications (education, years experience, etc.)
- Qualifications: preferred qualifications? Or maybe "Qualifications" heading for both required and preferred? But we have separate Requirements and Qualifications headings. We'll put required under Requirements, and preferred under Qualifications (or Skills). However Skills heading could be for technical skills like Excel, Power BI, AI tools, etc.
Let's decide:
Requirements: Bachelor’s Degree in Business Administration, Accounting, Finance, Economics, Statistics, or related field (required); MBA preferred? Actually MBA preferred is not required but preferred. Could go under Qualifications. Minimum 1-3 years prior relevant experience. Experience with budgeting, planning, modeling, and forecasting systems. Knowledge of accounting principles and practices, and analysis of financial data and statements preferred (maybe also under Qualifications). Excels in fast-paced environment, manage competing priorities. Strong ability to communicate timely and collaborate... Demonstrates confidence and maintains positive outlook. Comfortable training peers & business partners on owned processes. Actively engaged with self-development, partnering with direct supervisor. Self-starter, can-do attitude, organized/proactive in managing timing. Excellent verbal and communication skills. Grocery or Retail experience preferred.
That's a mix of required and preferred. Hard to separate. But we can put all under Requirements? But we also have Qualifications and Skills headings.
Maybe better: Requirements = education and experience (required). Qualifications = preferred qualifications (MBA, grocery/retail experience, etc.). Skills = technical skills (Excel, PowerPoint, Power BI, Tableau, SQL, AI tools, etc.).
Let's extract:
Required:
- Bachelor’s Degree in Business Administration, Accounting, Finance, Economics, Statistics, or a related field.
- Minimum of one to three years of prior relevant experience.
- Experience with budgeting, planning, modeling, and forecasting systems.
- Knowledge of accounting principles and practices, and the analysis of financial data and statements (preferred but we can still include? Might be considered preferred). We'll treat as required? The text says "preferred". So maybe put under Qualifications.
- Excels working in a fast-paced environment and able to manage competing priorities.
- Strong ability to communicate timely and collaborate with peers, all levels of Finance, and business leadership in a timely and effective manner.
- Demonstrates confidence and maintains a positive outlook.
- Comfortable training peers & business partners on owned processes.
- Actively engaged with self-development, partnering with direct supervisor.
- Self-starter, can-do attitude, and organized / proactive in managing timing.
- Excellent verbal and communication skills.
Preferred:
- MBA preferred.
- Grocery or Retail experience is preferred.
- Knowledge of accounting principles and practices, and the analysis of financial data and statements preferred (maybe duplicate).
- Experience leveraging AI, machine learning, predictive analytics, generative AI tools.
- Experience using AI-enabled tools (Microsoft Copilot, Power BI AI capabilities, Python, Azure AI, Databricks, or similar platforms).
- Experience supporting retail, consumer products, manufacturing, or distribution businesses.
- Proficiency with Power BI, Tableau, SQL, or other analytics tools.
- Experience working with large datasets and ERP systems.
Skills:
- Intermediate to Strong in Microsoft Office Suite, primarily Excel and PowerPoint.
- (Also maybe include Power BI, Tableau, SQL, AI tools as skills). But we already have those under preferred. Could move them to Skills.
We need to avoid duplication. Let's think: The posting lumps many items under "Qualifications Required" then "Preferred Experience". The "Intermediate to Strong, in Microsoft Office Suite, primarily Excel and PowerPoint" is under qualifications required block (no "preferred" label). So treat as required skill.
Thus we can have:
Requirements:
- Bachelor’s Degree in Business Administration, Accounting, Finance, Economics, Statistics, or related field.
- Minimum 1-3 years relevant experience.
- Experience with budgeting, planning, modeling, and forecasting systems.
- Excels in fast-paced environment, manages competing priorities.
- Strong communication and collaboration skills.
- Demonstrates confidence, positive outlook.
- Comfortable training peers/business partners.
- Engaged in self-development with supervisor.
- Self-starter, can-do attitude, organized/proactive.
- Excellent verbal and communication skills.
- Intermediate to Strong proficiency in Microsoft Office Suite (Excel, PowerPoint).
Qualifications (preferred):
- MBA preferred.
- Grocery or Retail experience preferred.
- Knowledge of accounting principles and practices, and analysis of financial data and statements.
- Experience leveraging AI, machine learning, predictive analytics, generative AI tools for forecasting, scenario planning, reporting automation, decision support.
- Experience using AI-enabled tools (Microsoft Copilot, Power BI AI, Python, Azure AI, Databricks, etc.).
- Experience supporting retail, consumer products, manufacturing, or distribution businesses.
- Proficiency with Power BI, Tableau, SQL, or other analytics tools.
- Experience working with large datasets and ERP systems.
Skills: maybe we could merge technical skills into Qualifications, but we have a Skills heading. Could list technical skills: Microsoft Office Suite (Excel, PowerPoint), Power BI, Tableau, SQL, AI tools, etc. However that duplicates.
Better to treat Skills as