Financial Analyst

Overview

This Senior Financial Analyst role plays a key part in shaping financial strategy and improving operational efficiency. The position is responsible for executing complex financial projects, analyzing and interpreting financial data, and communicating insights to support strategic decision-making. Work involves collaboration with senior management and multiple departments to develop budgets, forecasts, and financial models aligned with organizational growth objectives.

Responsibilities

• Assist with the annual budgeting and planning process by creating detailed schedules, maintaining budget line items, and ensuring documentation accuracy.
• Develop and track capital expenditure projects, coordinate communication across departments, and maintain close contact with executive leadership regarding budget progress and deadlines.
• Forecast monthly Profit and Loss statements, analyze variances, and provide insights to management for strategic decisions.
• Create and maintain long-term financial models and analytical tools to improve forecasting accuracy and automate reporting processes.
• Lead and support monthly financial reviews, including preparing reports and presenting findings to senior management.
• Participate in the monthly close process to ensure accuracy and timeliness of financial data.
• Manage complex projects spanning multiple business units by setting priorities and ensuring deliverables are met.
• Prepare comprehensive business cases with financial analyses and success factors for proposed operational or product changes, including conducting pilot tests when applicable.
• Conduct post-implementation reviews to evaluate project outcomes and identify areas for improvement.
• Provide proactive support and guidance to internal teams and external stakeholders.
• Participate in ongoing learning initiatives such as training programs, workshops, and webinars to stay current on industry trends and best practices.
• Demonstrate core values in day-to-day interactions and work activities.
• Perform other duties as assigned to support the organization’s financial health and strategic initiatives.

Requirements

• At least five (5) years of experience in financial analysis or a related field, with a strong understanding of retail operations.
• Bachelor’s degree in finance, accounting, economics, or a related discipline (advanced degrees or certifications such as CPA or CFA are a plus).
• Exceptional analytical skills.
• Proficiency in financial modeling.
• Experience with financial systems and software.
• Strong communication skills (verbal and written) for presenting insights and collaborating with cross-functional teams.
• Ability to manage multiple projects independently, prioritize work, and deliver results within deadlines.
• Proficiency in Microsoft Office Suite, especially Excel.
• Familiarity with data visualization tools.
• Proactive attitude, integrity, and commitment to continuous learning and professional development.

Preferred Qualifications

• Advanced degree(s)
• CPA or CFA certification

Compensation & Benefits

• Salary range: $74,250 to $86,220 per year (bonus eligible)
• Medical, dental, and vision insurance plans
• Paid time off and holidays
• 401(k) retirement plan with company matching contributions
• Associate discounts
• Ongoing training and career advancement opportunities

Location

Not specified in the provided description.

Equal Opportunity

An equal opportunity employer committed to fostering an inclusive and diverse workplace. All qualified applicants will receive consideration without regard to race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, sexual orientation, marital status, or any other characteristic protected by law. Uses E-Verify to confirm employment eligibility for all new hires.