Sr Financial Analyst

POSITION SUMMARY: The Financial Analyst III is a key contributor in modeling business scenarios and metrics that are used to make strategic company decisions. They are also responsible for reviewing the work of others, and leading and mentoring other team members, sometimes owning and administering projects beginning to end. Working on multiple projects at a time, they are typically analyzing detailed information, while finding concise ways to present and communicate the big picture. They must be flexible and adaptable to take on projects as they emerge, often with little guidance. This role can serve as a liaison with cross-departmental stakeholders and executive management, responsible for building and nurturing a collaborative and trusting business relationship. Work assignments are of greater difficulty or larger financial impact than those given to first and second level analysts. They have the ambition, attitude and aptitude to develop the skills for a management role.

PRIMARY RESPONSIBILITIES/FUNCTIONS

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions/primary responsibilities.

20% - Review monthly, quarterly and annual financial reporting, comparing performance to Company Plans, budgets and other metrics as requested. While review is the primary responsibility, this role will be involved in preparation when necessary. Proactively research and report on variances, particularly those more complex in nature, while also mentoring others on the process. Summarize findings in concise documents, tailored to various levels of stakeholders. Propose and create new and concise ways to analyze and visually present results. Includes cross-functional collaboration as needed.

20% - Own and administer the budgeting, planning and forecasting processes, often leading others that support the process. Outline reasonable assumptions based on Company and macroeconomic conditions. Produce results aligned with agreed upon assumptions and reasonable trends and fluctuations. Document assumptions and variances from comparable periods in a clear and concise manner. Apply feedback and revisions in a timely manner. Review the work of others as needed to support processes.

20% - Own and administer the operating and capital budget processes, often l - eading others that support the process. Prepare communications, timelines and lead discussions with Retail Operations and Headquarters stakeholders. Combine and summarize results, comparing to Plan and other Company metrics as needed. Review budget results for reasonableness, working with stakeholders to make changes according to Company processes and guardrails. Identify and follow through on opportunities for workflow and process improvements.

20% - Support company-wide initiatives by independently framing, preparing and summarizing ad-hoc financial and scenario based analysis. Ensure inputs and assumptions are accurate and validated to source systems. Develop and present presentations outlining your conclusions in an accurate and concise manner. The audience in this role is occasionally Executive Management. Common metrics include cost-benefit analysis, ROI, NPV and IRR etc. Evaluate effectiveness of strategic decisions by comparing results with original proposals. These requests can have low lead times, and often require both speed and accuracy.

20% - Keep current and apply information on macroeconomic conditions and industry trends to forecasting, budget and analysis processes. Identify emerging opportunities and risks, integrating new information into business condition reporting. Monitor Company KPI metrics in relation to industry and competitor metrics.

Educational/Experience Requirements:

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

Required Technical Skills/Knowledge:

• Primary skills and tools: Advanced PC skills including Excel and Google Suite, Oracle EPM and Smart View (or working knowledge of similar financial reporting systems)

• Secondary systems: Thoughtspot, Tableau, Netsuite

• Ability to analyze financial statements and create financial models in Google Sheets

• Solid understanding of Accounting fundamentals

General Knowledge and Abilities:

• Adaptability: Must possess the time management and organizational skills necessary to work quickly and effectively under pressure with the flexibility to perform in an ever-changing work environment, concentrating on several areas of work at one time. Open to new ideas and approaches. Ability to learn new concepts quickly. Agility is important at this level.

• Analytical Skills: Detailed oriented with strong organizational skills. Strong analytical, creative problem-solving and sound decision-making skills with proven ability to manage diversity of work assignments. Ability to collect data, analyze and develop conclusions and recommendations.

• Communication: Ability to communicate information clearly and professionally (both verbally and in writing) while ensuring that the quality and content of the message are relevant to the circumstances and understandable to wide audiences; the ability to draft, proofread, and send written communications effectively; the ability and willingness to carefully listen to others by asking appropriate questions, avoiding interruptions. The ability to collaborate internally, cross-functionally, and across management levels in formal and informal settings.

• Leadership: Potential to lead, motivate and grow coworkers to ensure successful completion of work tasks and projects to achieve organizational goals and objectives; the ability to encourage teamwork; delegate and provide direction. Is credible and trustworthy in the eyes of co-workers.

• Service Excellence: Anticipate and understand stakeholders' needs, identify suitable solutions; consistently deliver on those expectations. Demonstrates honesty, integrity and respect.

• Teamwork: Ability to establish, maintain, and encourage high-trust working relationships with business users and team members; must work effectively independently, as a member of a team, and as a team leader. Active contributor to cross-functional teams.

• Mindset:Has a growth mindset, always seeking to improve and learn more in order to maximize value to the Company

Physical Requirements:

Primarily desk position; regularly required to sit, occasionally required to stand and walk. Requires frequent and repetitive use of hands and fingers to operate computer, mouse, keyboard, and office related equipment and the ability to reach with hands and arms. Position requires lifting no more than 20 pounds. Specific vision abilities required by this job include close visual acuity and the ability to adjust focus. Requires the ability to communicate verbally and exchange information over the phone and in person.

Work Environment:

Office, non-manual work; the worker is not substantially exposed to adverse environmental conditions.