Senior Financial Analyst

Walgreens•Deerfield, IL

10d

About The Position

Supports Commercial Financial Planning & Analysis (FP&A) for the Retail Profit & Loss (P&L), including recurring forecasting, budgeting, monthly financial close, variance analysis, and performance reporting. Prepares and analyzes financial results, Daily Sales forecasts and reports, scorecards, and other recurring financial reports to monitor business performance and support decision-making. Analyzes actual results against forecasts, budgets, and prior periods; investigates variances; and communicates business drivers, trends, and financial insights to leadership. Develops and maintains financial reports, analytical tools, and reporting processes, ensuring efficiency, consistency, accuracy, and appropriate controls. Reconciles results across multiple source systems and reporting views, performs ad hoc analysis, and partners with Finance, Merchandising, and other stakeholders to understand business drivers, validate results, and communicate actionable insights. Supports continuous improvement and independently manages recurring reporting and financial processes, delivering accurate work on time and communicating risks, issues, and timing changes. Develops complex financial models and recommendations for management decisions involving new products, product portfolios, profitability, capital investments, revenue models, margins, and regulatory changes. Performs financial analysis, research, scenario modeling, budgeting, forecasting, long-range planning, and review of operating results. Works with other Walgreens departments to support strategic initiatives, reconcile accounts, and improve analysis and reporting. May use SAS when standard tools are insufficient, and may answer complex RFP questions while ensuring data accuracy. Provides guidance and training to associate analysts and analysts.

Requirements

Bachelor’s degree and at least 1 year of experience in an analytical role in finance, accounting, business management, quantitative analysis, or economics; or a high school diploma/GED and at least 4 years of such experience.
Experience with financial analysis, financial modeling, profitability analysis, and/or auditing techniques.
Experience prioritizing, organizing, tracking details, and meeting aggressive deadlines across multiple projects with varying completion dates.
Experience analyzing and reporting data to identify issues, trends, or exceptions and drive improvements and solutions.
Intermediate Microsoft PowerPoint skills.
Intermediate Microsoft Word skills.
Intermediate Microsoft Excel skills.
Willingness to travel up to 10% of the time for business purposes, within and outside the state.

Nice To Haves

Master’s degree or MBA.
Experience in FP&A, including forecasting, budgeting, financial reporting, and variance analysis.
Experience supporting P&L management, financial close activities, Daily Sales reporting, scorecards, or recurring financial reporting processes.
Strong attention to detail and commitment to accuracy, data integrity, and financial controls.
Ability to learn, manage, and independently execute recurring processes while meeting deadlines and maintaining consistent deliverables.
Strong analytical and problem-solving skills, including reconciling results across multiple systems, investigating discrepancies, and identifying underlying business drivers.
Ability to identify opportunities to simplify, standardize, and improve reporting processes and analytical tools.
Strong communication and cross-functional collaboration skills, including translating financial results into actionable insights for business partners and leadership.
Advanced Microsoft Excel proficiency, including working with large datasets, developing financial models and reporting tools, and analyzing and reconciling financial information.
Experience with financial planning, ERP, and reporting systems such as Anaplan, SAP, or similar tools, and ability to learn new systems and data sources quickly.

Responsibilities

Support Commercial FP&A for the Retail P&L, including forecasting, budgeting, monthly financial close, variance analysis, and performance reporting.
Prepare and analyze financial results, Daily Sales forecasts and reports, scorecards, and recurring financial reports.
Compare actual results with forecasts, budgets, and prior periods; investigate variances and communicate business drivers, trends, and insights to leadership.
Develop and maintain financial reports, analytical tools, and reporting processes while maintaining accuracy, consistency, efficiency, and appropriate controls.
Reconcile financial results across source systems and reporting views to ensure data integrity and consistency.
Perform ad hoc financial analysis and forecasts to evaluate performance, support decisions, and address business needs.
Partner with Finance, Merchandising, and other stakeholders to understand business drivers, validate results, and translate financial information into actionable insights.
Support continuous improvement and implement enhancements to financial reporting, analysis, and decision support.
Own recurring reporting and financial processes, complete deliverables accurately and on time, and identify opportunities to streamline or automate processes.
Manage multiple priorities and deliverables during financial close and forecasting, communicating risks, issues, and timing changes.
Develop complex financial models concerning new products, product portfolios, profitability, capital investments, revenue models, profit margins, and regulatory changes.
Develop recommendations and perform financial analysis, research, scenario modeling, and analysis of results against budgets and forecasts.
Assist with long-range financial plans and annual budgets, maintain budgeting templates, and analyze operating results and budgeted figures.
Assess data availability and analytical tools, and develop programs to incorporate data and improve financial modeling and analysis; use SAS when standard tools are insufficient.
Review monthly operating results for assigned business units, identify trends and variances, and work with other departments on account reconciliation.
Provide management with information and assistance regarding expenditures, purchases, and other business costs.
Answer complex RFP questions related to new business and client renewals, ensuring the accuracy and integrity of information provided.
Provide guidance and training to associate analysts and analysts on financial modeling, data extraction, budgeting, and data-refinement practices.