Senior Financial Analyst

Heritage Grocers Group • Addison, TX

1d

About The Position

This position provides an outstanding opportunity to understand and influence
our business, learn company systems, enhance analytical and communication
skills, and interact with the management team.

This position provides an outstanding opportunity to understand and influence
our business, learn company systems, enhance analytical and communication
skills, and interact with the management team.

The Senior Financial Analyst is responsible for performing advanced financial
analysis, forecasting, and strategic decision support for the organization. This
role exercises independent judgment and discretion in the evaluation of complex
merchandise and operational data and provides expert analytical guidance to
management.

This Analyst plays a key role in developing financial plans, identifying trends,
assessing business performance, and influencing operational and strategic
decisions. The Senior Financial Analyst operates with minimal supervision,
partners cross functionally with leaders across the organization, and
contributes materially to the achievement of business objectives.

Requirements

• Bachelor's degree in accounting, Finance, Economics or related field.
• Minimum of 3 years of progressive, professional financial analysis experience, preferably in retail or consumer facing industries.
• Advanced proficiency in Microsoft Excel, PowerPoint, and Power BI, with demonstrated ability to create complex models and analyses.
• Strong understanding of financial planning, forecasting, and performance management concepts.
• Demonstrated ability to exercise independent judgment, solve complex and unstructured problems, and make data driven recommendations.
• Strong written and verbal communication skills, with the ability to present complex financial information to non financial audiences.
• High degree of integrity and ability to manage sensitive and confidential information.
• An inquisitive nature and can-do attitude
• Well-developed interpersonal skills: ability to get along with diverse personalities.
• Comfortable when challenged with difficult, unstructured problems that must be solved quickly.
• Unquestionable integrity with the ability to handle sensitive issues.
• The ability to establish credibility and be decisive.
• The ability to recognize and support the company's overall plan and priorities.
• The ability to think conceptually and strategically, while maintaining a results driven approach.

Nice To Haves

• Bilingual English and Spanish a plus.

Responsibilities

• Partner with management to create and develop financial forecasts and plans.
• Use Microsoft Excel based financial models to prepare month-end reports.
• Forecast, analyze and summarize trends in sales, margin, expense and other operational metrics to identify trends, risks, and opportunities impacting the business.
• Design, build, and maintain advanced financial models using multiple data sources to support strategic planning and scenario analysis.
• Interpret financial and operational data and translate insights into actionable recommendations for management and executive stakeholders.
• Analyze detailed expenses, including components of SG&A, buying and occupancy.
• Monitor financial performance during period close, proactively identify variances or anomalies, and advise management and accounting team on implications and potential actions.
• Apply professional discretion in utilizing multiple systems and software applications to execute tasks, prioritize work, manage multiple initiatives, and determine analytical approaches.
• Perform other professional level duties and responsibilities as assigned, consistent with the exempt nature of the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees