Sr. Finance Operational Analyst - Remote

About the role

The Finance Operational Analyst Senior supports critical financial processes such as the annual budget, periodic forecasts, and month-end closing cycles. They prepare and review financial analyses, perform trend and variance analyses, and translate findings into actionable insights.

Responsibilities

• Prepare and reviews accurate and timely financial and business-related analyses, research, and forecasts.
• Performs advanced trend and variance analyses incorporating data from different areas and synthesizing findings.
• Provides insights into the performance of the business and translates findings into potential action plans for the assigned business area.
• Maintains Key Performance Indicators (KPIs) for assigned area.
• Completes a variety of financial evaluation research and analysis activities requiring the compilation of data and information from a variety of sources both internally and externally.
• Presents results of research and analysis to management.
• Supports the annual budgeting and periodic forecasting of the assigned business area including variance analysis and sensitivity testing.
• Develops and provides ownership of complex short-term and long-term forecasting models.
• Leads process improvements and strategic initiatives within functional areas under the direction of their supervisor.
• Articulates the impact of analysis, modeling, and business decision support on key financial measures.
• Conceptualizes, develops, and presents business cases to financial and business leadership.
• Acts as an internal consultant and interacts with management at all levels.
• Completes a variety of financial evaluation research and analysis activities requiring the compilation of data and information from a variety of sources both internally and externally.
• Presents results of research and analysis to management.
• Supports the annual budgeting and periodic forecasting of the assigned business area including variance analysis and sensitivity testing.
• Develops and provides ownership of complex short-term and long-term forecasting models.
• Leads process improvements and strategic initiatives within functional areas under the direction of their supervisor.
• Articulates the impact of analysis, modeling, and business decision support on key financial measures.
• Conceptualizes, develops, and presents business cases to financial and business leadership.
• Acts as an internal consultant and interacts with management at all levels.

Requirements

• Bachelor’s degree in finance, accounting, or related field.
• MBA or CPA preferred.
• 5+ years of FP&A experience required.
• Experience with data visualization tools (Tableau, Power BI) is a plus.
• Experience with Oracle and UNFI Financial Reporting & Planning tools is a plus.
• Strong strategic planning, financial, and operations/business background.
• Financial modeling experience.
• Budgeting and forecasting experience a plus.
• Demonstrated success in multiple, difficult, and complex financial analysis.
• Thorough knowledge of and experience in providing economic, market, consumer, and business research and analysis for wholesale industries.
• Cleary articulate and present ideas in a clear, concise manner.
• Able to listen closely to identify important facts, assumptions, and relevant information.
• Interpret meaning.
• Advanced proficiency in Microsoft Office applications including Excel, PowerPoint, Word, Access, and related software applications.
• Ability to be a team member and demonstrate skills to contribute to team dynamics.
• Capability to work independently when needed.
• Outstanding analytical skills (numerical, verbal).
• Strong business acumen.
• Self-driven and very motivated.
• Demonstrated ability to work effectively with others within a complex, fast-paced organization.
• Leadership and directing the work of others across the company, without direct organizational line of authority.
• Strong administrative, organizational, and relationship skills.
• Excellent written and verbal communication skills.
• Physical demands: Most work is performed in a temperature-controlled office environment. Incumbent may sit for long periods of time at a desk or computer terminal. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.