POSITION SUMMARY:

The Senior Analyst, Financial Planning & Analysis provides strategic financial support for an assigned business function and serves as a trusted finance partner to operational leaders. This role is responsible for owning financial analysis, forecasting, budgeting, reporting, and performance management activities that support informed business decisions and profitable growth.

The Senior Analyst partners closely with business stakeholders to evaluate financial performance, identify risks and opportunities, develop actionable insights, and improve operational results. This role independently manages complex financial analyses, planning activities, and business reporting while collaborating across Finance and cross-functional teams.

Success in this role requires strong analytical capability, business acumen, intellectual curiosity, and effective communication skills. The ideal candidate combines technical expertise with sound business judgment to deliver meaningful financial insights that improve decision-making and drive business performance.

OUR FP&A MISSION

FP&A exists to enable better business decisions through objective financial leadership, disciplined planning, and actionable insights. We partner with business leaders to translate strategy into financial plans, measure performance, identify opportunities, and deliver the financial perspective that drives profitable growth and long-term shareholder value.

The Senior Analyst advances our mission by serving as the primary financial partner for an assigned business area. This role owns financial planning, forecasting, and decision support while delivering accurate financial plans, actionable insights, and trusted recommendations that improve operational and financial performance.

SCOPE & ORGANIZATIONAL IMPACT

• Serves as the primary FP&A partner for an assigned business area within a publicly traded retailer with approximately $6-8 billion in annual revenue.
• Owns budgeting, forecasting, reporting, and financial analysis for assigned business areas.
• Partners directly with Directors, Managers, and operational leaders to support financial decision-making.
• Influences decisions involving operating expenses, labor planning, productivity initiatives, merchandising programs, and business investments.
• Develops financial insights that improve visibility into business performance, financial risks, and growth opportunities.
• Supports planning processes that strengthen accountability, financial discipline, and operational execution.

RESPONSIBILITIES

Financial Planning & Forecasting

• Develop annual budgets, monthly forecasts, and periodic financial outlooks for assigned business areas.
• Monitor financial performance against plans and identify emerging risks, opportunities, and trends.
• Maintain financial models supporting forecasting, budgeting, and long-range planning activities.
• Recommend planning assumptions and forecast adjustments based on business performance and changing operating conditions.

Financial Analysis & Decision Support

• Perform complex financial analyses supporting operational, financial, and strategic initiatives.
• Analyze business performance through variance reporting, trend analysis, KPI monitoring, and root-cause investigation.
• Develop business cases, investment analyses, and scenario models supporting management decision-making.
• Translate financial information into concise recommendations and actionable business insights.

Business Partnership

• Serve as the primary finance contact for assigned business partners.
• Build trusted relationships through proactive communication, responsiveness, and objective financial guidance.
• Collaborate with operational leaders to evaluate initiatives, identify opportunities, and improve financial performance.
• Present financial results, forecasts, and recommendations to Finance and business leadership.

Reporting & Process Improvement

• Prepare executive-ready reporting packages, dashboards, and financial presentations.
• Improve financial reporting, forecasting methodologies, and analytical processes through automation and standardization.
• Ensure the accuracy, integrity, and consistency of financial information used for business decision-making.
• Support implementation of planning tools, reporting enhancements, and process improvements.

Collaboration & Professional Development

• Partner effectively across Finance and cross-functional teams to support shared business objectives.
• Mentor Analysts and provide guidance on financial analysis, modeling, and planning processes.
• Share best practices and contribute to continuous improvement initiatives across the Finance organization.
• Maintain a strong understanding of retail operations, financial drivers, and industry trends.

• Own the consolidated company P&L forecasting process, partnering with FP&A teams across the organization to ensure accurate, timely, and consistent financial forecasts and executive reporting.
• Support the enterprise CapEx planning and forecasting process, including budget consolidation, investment tracking, variance analysis, and reporting to support capital allocation decisions.

QUALIFICATIONS

• Bachelor's degree in Finance, Accounting, Economics, Business or a related field.
• 3-6 years of progressive finance, FP&A, accounting, consulting, or related analytical experience.
• Demonstrated experience supporting budgeting, forecasting, and financial planning processes.
• Strong financial modeling, analytical, and problem-solving capabilities.
• Ability to communicate financial concepts effectively to both Finance and non-Finance partners.
• Advanced Microsoft Excel skills and experience with financial reporting tools.
• Experience with corporate planning and reporting systems (Oracle EPM, Hyperion, Anaplan, SAP, or similar).
• Experience within retail, consumer products, or other complex operating environment preferred.
• Strong written, verbal, and presentation skills.

SUCCESS MEASURES

• Forecast accuracy and planning reliability
• Quality, accuracy, and timeliness of financial analysis
• Credibility and effectiveness of business partnership
• Identification of financial risks and business opportunities
• Quality of financial recommendations and decision support
• Continuous improvement of financial reporting and planning processes
• Accuracy and integrity of financial data
• Cross-functional collaboration and responsiveness
• Professional development and readiness for increased responsibility

CAREER PROGRESSION:

This position represents advanced individual contributor leadership within the Finance organization. Successful leaders consistently demonstrate ownership, analytical excellence, business partnership, and independent judgment while serving as the primary financial advisor for their assigned business area.

Sustained success prepares individuals for Manager responsibilities through demonstrated leadership, broader business influence, ownership of increasingly complex planning processes, and the ability to develop and guide other finance professionals.

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