Senior Financial Analyst

REI (Recreational Equipment Inc.)•Seattle, WA

18h

About The Position

This Senior Financial Analyst role helps REI succeed by providing timely, accurate, and decision-focused financial analysis for the CMO organization. This role supports Membership (loyalty program), Cobranded Credit Card, and Gift Card. This role works closely with business leaders to deliver core FP&A support, including financial planning, reporting, and investment examination. The role also focuses on advancing the Co-op’s long-range strategic goals, such as program ROI, best member growth, and member lifetime value. Overall, the role combines core FP&A duties with strategic finance support for the CMO organization.

Requirements

4+ years of financial planning and examination experience in Accounting/Finance
Bachelor’s Degree in Finance, Business, Accounting, or similar
Proven success executing a corporate-wide budget cycle
Demonstrated ability to identify, examine and objectively solve problems using sound judgment
Ability to effectively handle multiple contending priorities and deadlines under pressure
Advanced PC experience working with Microsoft Word, Excel and PowerPoint
Creates an exceptional, mutually supportive work spirit and culture where people can do their best

Nice To Haves

MBA or similar certification
Excellent written and verbal communication skills and experience interfacing with Board of Directors and senior management professionals
Experience with SAP Analytics Cloud, SAP, and/or equivalent planning and ERP systems
Demonstrated project management skills
Experience working in the retail industry
Experience working with retail loyalty, co-branded credit card and gift card programs

Responsibilities

Provide financial and data-backed support for Retail Loyalty (Membership), Customer Planning, Co-branded Credit Card, and Gift Card programs.
Support the development and execution of the Co-op’s strategic growth plans. Partner with others to evaluate investments and assess new business models. Focus on customer acquisition, engagement, and lifetime value.
Build financial models, create business cases, and examine data to drive actionable insights for leadership decisions.
Partner with and manage cross-functional teams in all execution phases. This includes diligence, business case creation, financial modeling, planning, and integration.
Drive proactive ad-hoc financial analysis by identifying needed information. Find where the data is located. Conclude how to compile, examine, and present it.
Own the set-up, creation and execution of strategic planning, budgeting, and subsequent intra-year forecasting of processes and tools.
Partner with department managers to set best practices for expense tracking and performance measurement. Reinforce a solid focus on forecast accuracy, financial discipline, and ROI.
Produce budget justification review utilized by the Leadership Team to review, prioritize and make recommendations on the proposed operating budget.
Produce regular co-op reporting including Board Packets, Business Reviews, and key operational dashboards.
Identify financial impact of strategic goals, which are to be factored into the multi-year strategic plan.
Compile monthly reporting for each department that explains P&L variances and solicit feedback for forecasting.
Interact with internal and external auditors, providing data and explanations on processes flows.
Make recommendations guided by policies, procedures, business plans, and guidance from Manager.