Bachelor's degree in Finance, Accounting, Business, Economics, or related field; MBA, CPA, or CFA preferred.
5-7 years of experience in financial planning and analysis or related roles, with project leadership.
Familiarity with retail and manufacturing sectors, including reporting and analysis.
Proficient in advanced Excel, financial modeling, and business intelligence tools (e.g., MicroStrategy, Power BI, Tableau).
Experience with ERP, budgeting, forecasting systems, and data analysis tools.
Strong ability to navigate ambiguous problems and collaborate with senior leaders.
Excellent communication skills with a keen attention to detail.
Responsibilities
Lead financial planning and analysis for retail store operations, including forecasting and reporting.
Develop and execute strategic initiatives to enhance financial health of retail locations.
Build financial models and scenario analyses to support strategic decisions and investments.
Translate ambiguous business questions into clear analyses and actionable recommendations for senior leaders.
Prepare performance commentary that explains variances and highlights key drivers and opportunities.
Support the annual budgeting process with insights and recommendations at the store level.
Lead cross-functional projects from scoping to delivery, managing timelines and stakeholder communication.
Benefits
Mentorship opportunities for career development and growth.
Collaborative work environment with cross-functional teams.
Exposure to senior leadership and strategic decision-making processes.
Opportunities for store visits to gain firsthand business insights.
Focus on improving reporting standards and automation for efficiency.
Full Job Description
Overview
The Sr. Financial Analyst - Store Finance, is responsible for leading financial planning and analysis focusing on our retail store operations, as well as for guiding cross-functional projects from start to finish. This role partners closely with senior leaders in stores, manufacturing, sales, operations and other functions to turn complex, and often ambiguous, business questions into clear analysis and recommendations that support strategic, operational and tactical decisions. The Sr. Financial Analyst will collaborate with the broader Store Finance team to deliver accurate, insightful initiatives, forecasting and performance reporting, and will collaborate and provide guidance to additional analysts and interns on the team.
Responsibilities
Serve as the lead finance business partner for the retail store segment, owning forecasting, financial reporting, and performance analysis.
Own the development and execution of strategic initiatives that strengthen the financial health of retail locations, leading strategic conversations with store and business leaders.
Build financial models, business cases, and scenario analyses to support strategic decisions, investments, and capital projects.
Turn ambiguous business questions into clear analysis and actionable recommendations, and present them to senior finance and business leaders, including VPs and the CFO.
Prepare monthly and quarterly performance commentary that explains variances and highlights drivers, risks, and opportunities.
Support the annual budgeting process for the retail store segment by providing analysis, store-level insights, and recommendations.
Lead cross-functional projects from scoping through delivery, including setting objectives, managing timelines, and keeping stakeholders informed.
Build relationships with store leaders and partners in manufacturing, sales, and operations, including periodic store visits, to understand the business firsthand and drive productive conversations.
Define and improve reporting standards, KPIs, and scorecards, and lead automation efforts that make reporting faster and more reliable.
Ensure data integrity and consistency across reports, models, and source systems.
Mentor and provide day-to-day guidance to analysts and interns.
Qualifications
Advanced Excel and financial modeling
Proficient in A.I. tools and use
Business intelligence / data visualization tools (such as MicroStrategy, Power BI or Tableau)
Project Management Software
Qualifications
Bachelor's degree in Finance, Accounting, Business, Economics or a related field. MBA, CPA or CFA a plus.
Five to seven years of professional experience in financial planning and analysis or a related financial role, including leading projects.
Familiarity with retail and manufacturing business segments, reporting and analysis
Experience with ERP, budgeting and forecasting systems and data analysis tools.
Strong understanding of financial modeling, variance analysis, forecasting and performance measurement.
Demonstrated ability to work independently on ambiguous problems and partner with senior business leaders.
Excellent written and verbal communication skills with exceptional attention to detail.
Highly organized with the ability to manage multiple projects and meet deadlines in a fast-paced environment.
