Overview
The Senior Finance Operational Analyst plays a key role in supporting Supply Chain capital investment decisions by developing advanced financial models such as incremental EBITDA analyses, NPV/IRR/payback calculations, and detailed Discounted Cash Flow valuations. This position leads the preparation of monthly CapEx forecasts by business function and supports ongoing capital allocation needs with accuracy and insight.
This role requires a highly analytical individual with strong technical skills, exceptional attention to detail, and the ability to translate complex financial data into clear, actionable recommendations for senior business leaders. The analyst will also provide financial support for key operational processes including annual budgeting, periodic forecasting, and month-end closing.
Responsibilities
- Develop complex financial analyses including cash flow models, business cases, scenario analyses, incremental EBITDA impact, and ROI evaluations to support CapEx investment decisions and growth opportunities.
- Lead preparation of monthly CapEx forecasts and reporting by business function, ensuring accuracy and alignment with enterprise-wide capital allocation priorities.
- Support annual budgeting, weekly and monthly forecasting, and month-end activities for National Operations teams' overhead and strategic operating budget initiatives.
- Maintain and enhance weekly, monthly, and quarterly financial reporting, including project KPI tracking and performance updates.
- Prepare and review accurate and timely financial and business-related analyses, research, and forecasts.
- Perform advanced trend and variance analyses, synthesizing data from multiple sources and incorporating cross-functional impacts and industry trends.
- Provide insights into business performance and translate findings into potential action plans.
- Conduct financial evaluation research and analysis by compiling data from internal and external sources.
- Present research and analysis results to management.
- Provide key support for annual budgeting and periodic forecasting, including variance analysis and sensitivity testing.
- Lead critical planning and analysis processes.
- Develop and own complex short-term (1 year) and support long-term (3–5 year) forecasting models based on multi-function business activity inputs.
- Lead process improvements and strategic initiatives within functional areas.
- Analyze business processes and recommend improvements.
- Articulate the impact of analysis, modeling, and business decision support on key financial measures such as Gross Profit, Operating Margin, and Free Cash Flow.
- Conceptualize, develop, and present business cases to financial and business leadership.
- Act as an internal consultant and interact with management at all levels.
- Perform other relevant duties as required.
Requirements
Education/Certifications
- Bachelor’s degree in Finance, Accounting, or related field.
- MBA or CPA preferred.
Experience
- Minimum 5 years of FP&A experience.
- Experience with data visualization tools such as Tableau or Power BI is a plus.
- Experience with Oracle and financial reporting/planning tools is a plus.
- Strong strategic planning, financial, and operational/business background.
- Financial modeling experience.
- Budgeting and forecasting experience preferred.
- Proven success in complex financial analysis.
Knowledge, Skills, and Abilities
- Thorough knowledge of economic, market, consumer, and business research and analysis for wholesale industries.
- Ability to clearly articulate and present ideas concisely.
- Advanced proficiency in Microsoft Office applications including Excel, PowerPoint, Word, and Access.
- Strong analytical skills (numerical and verbal).
- Strong business acumen.
- Self-driven and motivated.
- Ability to work effectively within a complex, fast-paced organization.
- Leadership skills to direct work across the company without direct line authority.
- Strong administrative, organizational, and relationship-building skills.
- Excellent written and verbal communication skills.
- Strong interpersonal skills, discretion, diplomacy, and judgment.
- Positive, proactive, flexible attitude with ownership of responsibilities.
- Ability to work under pressure and manage multiple tasks simultaneously.
- Ability to manage confidential information.
- Statistical modeling skills are a plus.
- Excellent research and analysis skills.
- Good judgment and ability to work independently when needed.
Work Environment
- This is a remote position where the associate will perform work from their primary residence. Occasional travel to company offices, distribution centers, or other locations may be required for meetings or business reasons.
- Office work involves sitting for extended periods, use of computers and office equipment, and occasional physical activities such as stooping, bending, twisting, and reaching.
Compensation & Benefits
- Competitive 401(k) plan.
- Flexible Paid Time Off (PTO) plan.
- Health benefits effective the first of the month following 30 days of employment.
- Mentorship and developmental opportunities.
- Additional benefits include paid holidays, parental leave, medical, dental, vision, life and accidental death/dismemberment insurance, short-term and long-term disability insurance, Flexible Spending Account and/or Health Savings Account, subject to eligibility and program terms.
Compensation will depend on factors such as education, experience, and training, and is compliant with applicable state and local laws.
Location
Remote position with occasional travel as needed. Candidates may be required to work from office locations for business reasons or as directed by management.
Equal Opportunity
The employer is committed to creating an inclusive and respectful environment and provides equal employment opportunities without regard to race, color, age, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, or other protected categories. Accommodations are available upon request during the selection process.