Sr Financial Analyst

About the Role

The Financial Analyst III is a key contributor in modeling business scenarios and metrics used to make strategic company decisions. This role involves reviewing the work of others, leading and mentoring team members, and owning projects from start to finish. The position requires analyzing detailed information and presenting concise insights, often with little guidance. It serves as a liaison with cross-departmental stakeholders and executive management, fostering collaborative and trusting relationships. Assignments are of greater difficulty or larger financial impact than those given to junior analysts, with an emphasis on developing skills for a future management role.

Responsibilities

• Review monthly, quarterly, and annual financial reporting, comparing performance to company plans, budgets, and other metrics. Prepare reports as needed, research and report on variances (especially complex ones), and mentor others on the process. Summarize findings for various stakeholders and propose new ways to analyze and visually present results.
• Own and administer the budgeting, planning, and forecasting processes, often leading supporting team members. Develop reasonable assumptions based on company and macroeconomic conditions, produce aligned results, and document assumptions and variances clearly. Apply feedback and revisions promptly.
• Own and administer the operating and capital budget processes, leading discussions with Retail Operations and Headquarters stakeholders. Summarize results, compare them to plans and metrics, and review for reasonableness. Identify and implement workflow and process improvements.
• Support company-wide initiatives by independently framing, preparing, and summarizing ad-hoc financial and scenario-based analyses. Validate inputs and assumptions, develop presentations for executive management, and evaluate the effectiveness of strategic decisions using metrics like cost-benefit analysis, ROI, NPV, and IRR.
• Stay current on macroeconomic conditions and industry trends, applying this knowledge to forecasting, budgeting, and analysis. Identify emerging opportunities and risks, and monitor company KPIs in relation to industry and competitor metrics.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field with 5+ years of financial planning and analysis or accounting experience, including financial reporting, analysis, forecasting, and budgeting. Equivalent education/experience considered.

Skills

• Technical Skills:
  • Advanced PC skills, including Excel and Google Suite.
  • Experience with Oracle EPM and Smart View (or similar financial reporting systems).
  • Proficiency with Thoughtspot, Tableau, and Netsuite.
  • Ability to analyze financial statements and create financial models in Google Sheets.
  • Solid understanding of accounting fundamentals.
• General Knowledge and Abilities:
  • Adaptability: Strong time management and organizational skills to work under pressure in an ever-changing environment, handling multiple areas of work simultaneously. Open to new ideas and approaches.
  • Analytical Skills: Detail-oriented with strong organizational, creative problem-solving, and decision-making skills. Ability to collect data, analyze it, and develop actionable conclusions and recommendations.
  • Communication: Ability to communicate clearly and professionally (verbally and in writing) to diverse audiences. Skilled in drafting, proofreading, and tailoring messages. Strong listening skills and ability to collaborate across functions and management levels.
  • Leadership: Potential to lead, motivate, and develop coworkers to achieve organizational goals. Encourages teamwork, delegates effectively, and builds credibility and trust.
  • Service Excellence: Anticipates and understands stakeholders' needs, identifies solutions, and consistently delivers on expectations. Demonstrates honesty, integrity, and respect.
  • Teamwork: Ability to establish and maintain high-trust working relationships. Works effectively independently, as a team member, and as a team leader. Actively contributes to cross-functional teams.
  • Mindset: Growth mindset, always seeking to improve and learn to maximize value to the company.

Physical Requirements

• Primarily a desk position; regularly required to sit, occasionally stand and walk.
• Frequent and repetitive use of hands and fingers to operate computers, keyboards, and office equipment.
• Ability to lift up to 20 pounds.
• Requires close visual acuity and the ability to adjust focus.
• Ability to communicate verbally and exchange information over the phone and in person.

Work Environment

Office-based, non-manual work. The role is not substantially exposed to adverse environmental conditions.