Sr. Analyst, Financial Planning and Analysis (38698)

SUMMARY

This position is responsible for budgeting, forecasting, financial reporting, and analysis to ensure informed decision-making across the organization. The ideal candidate focuses on data integrity and will bring strong analytical skill and a collaborative spirit to help support strategic priorities. Experience in real estate financial planning and analysis (FP&A) is a plus. Some accounting tasks may be assigned.

ESSENTIAL FUNCTIONS/DUTIES

1. Analyzes records of present and past operations, trends, and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses.

2. Develops financial/accounting concepts for financial planning and control.

3. Assists in preparation of special studies, analyses, and recommendations in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, and business forecasts.

4. Advises management on matters, such as effective use of resources and assumptions underlying budget forecasts.

5. Interprets budgets to management.

6. Develops the budget and efficient use of funds and interprets budgets to management.

7. Provides functional and technical direction to other staff members in related matters.

8. Owns the FP&A process for the current year and prepares budget for following year.

9. Explains variances vs plan/budget.

10. Conduct cost-benefit analyses for new initiatives, retail expansions, and capital investments.

11. Analyze different promotions setting to understand store impact (4-way to 6-way analysis).

12. Understands incentive components and incentive build out for all stores.

13. Understands labor analysis and be able to create a labor tool that measures progress and has productivity measurements.

14. Excellent modeling skills

ADDITIONAL FUNCTIONS/DUTIES

1. Consult with department directors and staff on financial issues affecting their departments.

2. Prepare written preliminary commentary on reports and analysis.

3. Understand and apply knowledge of the systems landscape, particularly sources of information necessary for the completion of management reporting and analysis requests.

4. Understand and apply knowledge of best practices for data extraction and manipulation.

5. Perform other duties as assigned.

QUALIFICATIONS/COMPETENCIES

The list below is representative of the knowledge, skill, and/or ability utilized while performing this job.

1. Strong financial modeling and analytical abilities.

2. Attention to detail, desire for accuracy, and a strong sense of urgency.

3. Business intelligence, data analysis, or market analysis exposure.

4. General knowledge and experience with contract deals and revenue recognition.

5. Ability to quickly learn new concepts, solve problems, implement solutions, and adapt to new systems/tools.

6. Ability to work independently in a fast-paced, deadline-driven environment.

7. Collaborative and enjoys working with peers across a matrix organization.

Education and/or Experience:

Bachelor’s degree in accounting, finance, or related field. Preferred - Masters - Business Administration. A minimum of three (3) years' experience in an analytical role demonstrating initiative and accuracy. A minimum of three (3) years' experience using Microsoft Excel with the ability to work with large data sets using functions such as pivot tables, VLOOKUP, sum product, filters etc.

Math Ability:

Level 4: Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.

Computer Skills:

To perform this job successfully, an individual should have advanced knowledge of MS Excel, and intermediate knowledge of Word, Outlook, PowerPoint, and databases.

Supervisory Responsibilities:

This position has no supervisory responsibilities.

Purchasing Authority:

No Purchasing Authority

SPECIAL CONDITIONS OF EMPLOYMENT

(e.g., physical or envir