Strategic Financial Planning Analyst III

ALDI • Naperville, IL

308d • $90,000 - $100,000 • Remote

About The Position

As part of our National Finance & Administration Services department, you'll help manage the critical resources and infrastructure that keep ALDI running smoothly. Your insights and skills will help every department make smarter decisions and ensure our retail divisions and executive leadership receive the support they need to run a successful operation. Within Finance, our teams include: Accounting, Financial Planning & Analysis, Financial Reporting, Tax and Treasury. Join our dynamic, project-based team as a Strategic Financial Planning Analyst III and support ALDI's strategic goals. In this engaging role, you will assist with financial modeling to evaluate capital investments and long-term business performance. Your analytical skills and adaptability will be crucial in driving growth, profitability, and return on investment optimization while working on diverse and sensitive projects. If you thrive in a role that offers variety and challenges, we want to hear from you!

Requirements

• Bachelor's Degree in Accounting, Finance or a related field required.
• A minimum of 4 years of progressive experience in Accounting or Finance required.
• Experience in working with financial modeling tools such as strategic business plans, financial cash flow models, and investment analyses, including the use of NPV, MIRR, payback period required.

Nice To Haves

• Knowledge and experience with SAP, BPC, Analysis for Office, Alteryx, and Tableau preferred.

Responsibilities

• Communicates and informs leadership of issues, status, and results of assigned tasks in an accurate and timely manner.
• Analyzes working procedures with the objective to identify and implement best practices.
• Recommends process improvements for area of responsibility.
• Creates and maintains detailed, complex financial models to drive strategic business decisions.
• Extracts and analyzes historical financial data to forecast expected future results using statistical analysis and appropriate tool support.
• Performs cost-benefit analyses, research-based projects and small-scale feasibility studies to support operations and other national departments.
• Develops, executes, and documents plans for confidential projects and determines and creates required project deliverables.
• Participates in analyses that contribute to the implementation of large-scale confidential projects such as long-range business plans, investment strategies, and financial models to support ALDI's overall strategic objectives.
• Provides accurate and timely results to project stakeholders, including leadership and senior professionals.
• Assists in conducting in-depth financial modeling and sensitivity analyses to evaluate capital investments, long-range business performance and feasibility studies to support operations and other national departments utilizing market and industry research, data analysis, and judgement to assist in development and validation of assumptions.
• Assists leadership and senior professionals with conceptualization of state-of-the-art financial planning and analysis tools and processes providing value-added quantitative and qualitative insights with a focus on growth, profitability, and optimizing return on investment, to enhance decision-making.
• Develops expertise in strategic financial planning, offering guidance to peers and junior professionals.
• Serves as backup to other analysts and helps to cross train other members of the team.
• Works with a sense of urgency to manage multiple projects and prioritizes effectively, ensuring timely completion of deliverables and meeting critical deadlines.
• Embodies an inquisitive, motivated, analytical, and creative mindset to thrive in a project-based work culture.
• Collaborates with team members and communicates relevant information to leadership.
• Upholds the security and confidentiality of documents and data within area of responsibility.
• Other duties as assigned.

Benefits

• Starting Salary: $90,000
• Salary Increases: Year 2 - $95,000 | Year 3 - $100,000
• Eligible to participate in ALDI's Hybrid Work Program, which allows remote work up to 3 days per week.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Food and Beverage Retailers
• Education Level: Bachelor's degree