Senior Financial Analyst

Overview

This Senior Financial Analyst role supports the Chief Marketing Officer (CMO) organization by providing timely, accurate, and decision-focused financial analysis. The position focuses on Membership (loyalty program), Co-branded Credit Card, and Gift Card programs. It involves close collaboration with business leaders to deliver core financial planning and analysis (FP&A) support, including financial planning, reporting, and investment evaluation. The role also contributes to advancing long-range strategic goals such as program ROI, member growth, and member lifetime value.

Responsibilities

• Provide financial and data-backed support for Retail Loyalty (Membership), Customer Planning, Co-branded Credit Card, and Gift Card programs.
• Support development and execution of strategic growth plans, partnering with others to evaluate investments and assess new business models focused on customer acquisition, engagement, and lifetime value.
• Build financial models, create business cases, and analyze data to generate actionable insights for leadership decisions.
• Partner with and manage cross-functional teams through diligence, business case creation, financial modeling, planning, and integration phases.
• Conduct proactive ad-hoc financial analysis by identifying necessary information, locating data sources, compiling, examining, and presenting findings.
• Own the setup, creation, and execution of strategic planning, budgeting, and intra-year forecasting processes and tools.
• Collaborate with department managers to establish best practices for expense tracking and performance measurement, emphasizing forecast accuracy, financial discipline, and ROI.
• Produce budget justification reviews used by leadership to review, prioritize, and recommend operating budgets.
• Generate regular reporting including Board Packets, Business Reviews, and key operational dashboards.
• Identify financial impacts of strategic goals to be incorporated into the multi-year strategic plan.
• Compile monthly departmental reports explaining P&L variances and gather feedback for forecasting.
• Interact with internal and external auditors by providing data and explanations on process flows.
• Make recommendations guided by policies, procedures, business plans, and managerial guidance.

Required Qualifications

• Minimum 4 years of financial planning and analysis experience in Accounting or Finance.
• Bachelor’s Degree in Finance, Business, Accounting, or a related field.
• Proven success managing a corporate-wide budget cycle.
• Demonstrated ability to identify, analyze, and solve problems using sound judgment.
• Ability to manage multiple competing priorities and deadlines under pressure.
• Advanced proficiency with Microsoft Word, Excel, and PowerPoint.
• Ability to foster a supportive work environment where colleagues can perform at their best.

Preferred Qualifications

• MBA or equivalent certification.
• Excellent written and verbal communication skills with experience interfacing with Boards of Directors and senior management.
• Experience with SAP Analytics Cloud, SAP, or equivalent planning and ERP systems.
• Demonstrated project management skills.
• Experience in the retail industry.
• Experience working with retail loyalty, co-branded credit card, and gift card programs.

Compensation & Benefits

• Salary range: $85,400.00 - $136,700.00 per year.
• Generous employee discount.
• Access to health benefits.
• Retirement savings plan.
• Accrued time off.

Location

Information about the specific work location is not provided in this description.