Financial Analyst
Job DescriptionThis position is part of the Finance Team and reports directly to the Finance Coordinator/Director. This role will be primarily responsible for supporting the regional business partners in the areas of forecasting, financial analysis and decision support for the Northern California region. A successful Financial Analyst will work independently, be deadline driven, drive continuous improvement and possess strong modeling, analytical and communication skills and excellent problem solving and partnering abilities.
Will Do - Essential Functions
Analyze and review weekly, monthly, quarterly and annual financial performance
Recognizes inconsistencies in financial data and initiates and manages the appropriate corrective actions
Act as a business consultant to regional and operational teams, strategize with them regarding financial management, and assist them in planning and maintaining the financial management of their organizations
Assist overall quarterly forecast process, regularly researching, assessing, and communicating risks and opportunities to the quarterly forecast
Partner with store leadership and regional teams in the periodic review of financial performance
Provide Store Operators a focal point for decision support, financial planning, analysis, and reporting activities including all aspects of sales and expense monitoring, forecasting and budgeting
Provide ongoing support for Global financial planning and analysis activities
Be an active member of cross-functional programs.
Act as gatekeeper for financial reporting of the region, creating and maintaining schedules for reporting, improving/streamlining, ensure accuracy of information and proper distribution
Continually evaluate current processes and tools to drive efficiencies and value added enhancements
Prepare various other financial reports and ad hoc analysis as requested
Other duties as requested
Must Have (Knowledge, Skills and Abilities)
Bachelor's degree in Accounting or Finance and 2 to 3 years of related experience in field of Retail Accounting; or equivalent combination of education and experience
Independently manages time and priorities for multiple projects
Superior financial analyst skills including but not limited to the ability to analyze and interpret financial data, and to assist management to develop strategies for meeting financial goals
Strong attention to details, delivering relevant, accurate and timely information to business partners
Ability to comprehend, interpret, analyze; instructions, correspondence, financial reports, legal documents, Process maps, Project plans, spreadsheets
Ability to create effective written correspondence, procedure manuals, reports and instructions for specific financial processes and tools including but not limited to budgeting, GM/EVA estimating tools Ability to effectively present information and respond to questions in one-on-one interaction, meeting/group participation/presentation situations involving Team Members, Team Leaders, Store/Facility Leadership, Regional Leadership and National/Global Leadership Ability to add, subtract, multiply, divide, calculate percentages, interpret graphs, create graphs, calculate interest, apply concepts of algebra, analyze variances, Net present value and other financial measures
Ability to use Microsoft Office Suite and PeopleSoft at intermediate level and Excel and Essbase software at an advanced level, working knowledge of SAP/BPC
Must be able to travel 10% of the time, 8% on day trips and 2% overnight which could include weekends
Work hours are typically from 8:
00 a.m. to 5:
00 p.m. on weekdays days; may include occasional weekends/hours may vary and covering 5 days per week
Ability to maintain confidentiality
Ability to use phone, computer, headset, 10-key, and personal protective equipment
At Whole Foods Market we provide a fair and equal employment opportunity for all team members and candidates regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status, or disability. Whole Foods Market hires and promotes individuals solely on the basis of their qualifications for the position to be filled.
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
Will Do - Essential Functions
Analyze and review weekly, monthly, quarterly and annual financial performance
Recognizes inconsistencies in financial data and initiates and manages the appropriate corrective actions
Act as a business consultant to regional and operational teams, strategize with them regarding financial management, and assist them in planning and maintaining the financial management of their organizations
Assist overall quarterly forecast process, regularly researching, assessing, and communicating risks and opportunities to the quarterly forecast
Partner with store leadership and regional teams in the periodic review of financial performance
Provide Store Operators a focal point for decision support, financial planning, analysis, and reporting activities including all aspects of sales and expense monitoring, forecasting and budgeting
Provide ongoing support for Global financial planning and analysis activities
Be an active member of cross-functional programs.
Act as gatekeeper for financial reporting of the region, creating and maintaining schedules for reporting, improving/streamlining, ensure accuracy of information and proper distribution
Continually evaluate current processes and tools to drive efficiencies and value added enhancements
Prepare various other financial reports and ad hoc analysis as requested
Other duties as requested
Must Have (Knowledge, Skills and Abilities)
Bachelor's degree in Accounting or Finance and 2 to 3 years of related experience in field of Retail Accounting; or equivalent combination of education and experience
Independently manages time and priorities for multiple projects
Superior financial analyst skills including but not limited to the ability to analyze and interpret financial data, and to assist management to develop strategies for meeting financial goals
Strong attention to details, delivering relevant, accurate and timely information to business partners
Ability to comprehend, interpret, analyze; instructions, correspondence, financial reports, legal documents, Process maps, Project plans, spreadsheets
Ability to create effective written correspondence, procedure manuals, reports and instructions for specific financial processes and tools including but not limited to budgeting, GM/EVA estimating tools Ability to effectively present information and respond to questions in one-on-one interaction, meeting/group participation/presentation situations involving Team Members, Team Leaders, Store/Facility Leadership, Regional Leadership and National/Global Leadership Ability to add, subtract, multiply, divide, calculate percentages, interpret graphs, create graphs, calculate interest, apply concepts of algebra, analyze variances, Net present value and other financial measures
Ability to use Microsoft Office Suite and PeopleSoft at intermediate level and Excel and Essbase software at an advanced level, working knowledge of SAP/BPC
Must be able to travel 10% of the time, 8% on day trips and 2% overnight which could include weekends
Work hours are typically from 8:
00 a.m. to 5:
00 p.m. on weekdays days; may include occasional weekends/hours may vary and covering 5 days per week
Ability to maintain confidentiality
Ability to use phone, computer, headset, 10-key, and personal protective equipment
At Whole Foods Market we provide a fair and equal employment opportunity for all team members and candidates regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status, or disability. Whole Foods Market hires and promotes individuals solely on the basis of their qualifications for the position to be filled.
. Apply now!Estimated Salary: $20 to $28 per hour based on qualifications.
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