Financial Planning Specialist

About the Role

The Financial Analyst Specialist is responsible for budgeting, forecasting, financial analysis, reporting, and financial process development. This individual will provide sound financial analysis to support development of business strategies, draw insights from internal accounting and financial reports, and communicate findings to key stakeholders.

Responsibilities

• Analyze the Bloomingdale’s expense structure to identify opportunities for cost savings.
• Bring issues to the forefront with Finance management to exploit opportunities and mitigate risks.
• Provide analysis throughout the year to identify opportunities to drive sales and overall profit improvement.
• Collaborate with internal partners to develop Annual/Seasonal plans.
• Provide guidance in season to ensure established budgets are achieved.
• Consistently analyze, review, and communicate both short-term and long-term initiatives.
• Understand the obstacles and benefits to implementation of key initiatives and measure success through key KPIs.
• Complete the month-end financial forecast and close process for portions of assigned expense work centers, including preparation and documentation of forecasts, journal entries, financial statement review, and commentary to senior management highlighting variances to the financial plan.
• Regular, dependable attendance and punctuality.
• Perform other duties as assigned.

Qualifications

• Bachelor’s degree from a 4-year college or university.
• 2+ years of related experience.
• Must be proficient in advanced Excel functionality, Word, and PowerPoint.
• Practices open and continuous communication, values keeping others informed, and effectively presents information in a clear, concise manner.
• Ability to think creatively, strategically, and technically.
• Highly organized and detail-oriented, with a focus on maintaining accuracy in all tasks.
• Ability to work a flexible schedule based on department and company needs.

Benefits

• 401k
• Medical, vision, dental, life, and disability insurance options
• Paid time off (PTO) accruals
• Holidays
• Performance-based incentives/bonuses (eligibility requirements may apply)