forecasting analyst

Chamberlain Group

<div><p>Chamberlain Group (CG) is a global leader in intelligent access and Blackstone portfolio company. Powered by our myQ technology, we make access simple and secure for millions of homeowners, businesses, and communities worldwide. Our flagship brands, LiftMaster&reg; and Chamberlain&reg; , are found in 51+ million homes, and 14 million+ people rely on the myQ&reg; app daily.</p>
<p><b>
Job Summary</b></p><p>
This role is within CG's Sales function. A successful incumbent is expected to (i) Lead the communication, workflow, and alignment between Sales, Sales Operations, Customer Care, Supply Chain and Finance (ii) influence balancing of production and customer requirements with supply chain (iii) collaborate with the channel team and the analytics team to drive programs balanced against customer needs, while applying the specialized knowledge this role will gather across assigned groups (iv) support Leadership in driving new, innovative programs to dramatically grow revenue/profitability, and (v) collaborate with Sales Operations to develop leading edge reporting/management dashboards for Sales visibility/transparency. Requires 5+ years sales/account support experience.</p><p></p><p><b>
Essential Duties and Responsibilities</b></p><ul><li><p>
Lead the communication, workflow, and alignment between Sales, Sales Operations, Customer Care, Supply Chain and Finance</p></li><li><p>
Influence the balancing of production and customer requirements with supply chain</p></li><li><p>
Collaborate with the channel team and the analytics team to drive programs balanced against customer needs; while applying the specialized knowledge this role will gather across assigned groups</p></li><li><p>
Support Leadership in driving new, innovative programs to dramatically grow revenue/profitability</p></li><li><p>
Collaborate with Sales Operations to develop leading edge reporting/management dashboards for Sales visibility/transparency</p></li><li><p>
Lead, in coordination with the Finance team, the annual budgeting and monthly forecasting processes for assigned groups</p></li><li><p>
Identify reporting and analytical needs and collaborate with stakeholders in the development of reporting/management of dashboards for sales visibility and transparency</p></li><li><p>
Oversee budgeting and forecasting for assigned area and own reporting of SG&amp;A across assigned group</p></li><li><p>
Comply with health and safety guidelines and rules; managers should also ensure compliance across their teams.</p></li><li><p>
Protect Chamberlain Group&rsquo;s reputation by keeping information confidential.</p></li><li><p>
Maintain professional and technical knowledge by attending educational workshops, reading professional publications, establishing personal networks, and participating in professional societies.</p></li><li><p>
Contribute to the team effort by accomplishing related results and participating on projects as needed.</p></li></ul><p></p><p><b>
Minimum Qualifications</b></p><p><b>
Education/Certifications:</b></p><ul><li><p>
Bachelor&rsquo;s Degree in Business, Finance, or Marketing</p></li></ul><p><b>
Experience:</b></p><ul><li><p>
5+ years of experience demonstrating strong financial analysis, sales operation, or sales support</p></li></ul><p><b>
Knowledge, Skills, and Abilities:</b></p><ul><li><p>
Knowledge in sales analytics, sales operations, sales support, financial analysis</p></li></ul><p><b>
Other:</b></p><ul><li><p>
Ability to travel up to 30% - domestically and internationally; valid driver&rsquo;s license</p></li></ul><p><b>
Preferred Qualifications</b></p><ul><li><p>
Fluent in Spanish and/or French-Canadian</p></li></ul><p></p><p>
#LI-Hybrid</p><p>
#LI-JM2</p>
The pay range for this position is $85,500.00 - $139,350.00; base pay offered may vary depending on a number of factors including, but not limited to, the position offered, location, education, training, and/or experience. In addition to base pay, also offered is a comprehensive benefits package and 401k contribution (all benefits are subject to eligibility requirements). This position is eligible for participation in a short-term incentive plan subject to the terms of the applicable plans and policies.
<p>Chamberlain Group wants all of its employees to succeed and encourages people of all backgrounds to apply. We&rsquo;re proud to be an Equal Opportunity Employer, and you&rsquo;ll be considered for this role regardless of race, color, religion, sex, national origin, age, sexual orientation, ancestry; marital, disabled or veteran status. We&rsquo;re committed to fostering an environment where people of all lived experiences feel welcome.
</p><p></p><p>Persons with disabilities who anticipate needing accommodations for any part of the application process may contact, in confidence Recruiting@Chamberlain.com.</p><p><br>
NOTE: Staffing agencies, headhunters, recruiters, and/or placement agencies, please do not contact our hiring managers directly.</p></div>

Sr. Sales Forecasting Analyst

ProAmpac

<div></div><div><div>Description<br>
<br>
Forecasting Data Analyst<br>
 Turn data into direction. Drive smarter business decisions. If you&rsquo;re the type who questions the numbers before accepting them, spots patterns others miss, and builds models that actually influence decisions, this role is built for you. We&rsquo;re looking for a Forecasting Data Analyst who thrives in complexity, values data integrity, and wants their work to directly impact forecasting accuracy, operational planning, and business performance.<br>
Why this role matters<br>
 Forecasting isn&rsquo;t just reporting. It&rsquo;s how we plan, prioritize, and perform. In this role, you&rsquo;ll sit at the intersection of Finance, Sales, Operations, and Supply Chain, ensuring the data behind our forecasts is clean, reliable, and actionable. Your insights will influence real decisions, not sit in a spreadsheet.<br>
What you&rsquo;ll own<br>
 &bull; Build and maintain high-quality datasets across customer, sales, operational, and financial data &bull; Prepare and structure inputs for statistical forecasting models &bull; Deliver recurring and ad-hoc reports that drive clarity and accountability &bull; Analyze historical demand and sales trends to identify drivers, risks, and anomalies &bull; Design and develop dashboards and visualizations (Power BI preferred) that tell a clear story &bull; Partner cross-functionally to align data with real-world business assumptions &bull; Manage forecast data flows between systems, ensuring accuracy and consistency &bull; Identify opportunities for automation, process improvement, and better data governance<br>
What success looks like<br>
 &bull; Forecasts that leadership trusts &bull; Data that holds up under scrutiny &bull; Insights that lead to action, not more questions &bull; Reporting that simplifies complexity instead of adding to it<br>
What you bring<br>
 &bull; Bachelor&rsquo;s degree in Business, Finance, Statistics, or related field &bull; 3<br>
 years in an analyst role within a business environment &bull; Advanced Excel skills (you&rsquo;re beyond basic formulas. Think pivots, modeling, and efficiency) &bull; Experience with ERP systems and BI tools (Power BI strongly preferred) &bull; Working knowledge of SQL or Python for data analysis &bull; Proven ability to work with large, messy datasets and make them usable &bull; Strong attention to detail. You don&rsquo;t let errors slide &bull; Ability to manage multiple priorities without losing accuracy &bull; Clear communication skills. You can translate data into business insight<br>
Work environment<br>
 &bull; Primarily desk-based role (computer work up to 90% of the time) &bull; Standard office environment with cross-functional collaboration<br>
Who this role is for<br>
 This is for someone who: &bull; Doesn&rsquo;t trust data until they&rsquo;ve validated it &bull; Enjoys solving problems others overlook &bull; Wants to influence decisions, not just report on them &bull; Takes ownership of both the numbers and the story behind them _If you&rsquo;re ready to move beyond reporting and into real impact, let&rsquo;s talk._ _\#LI-MS1_</div><div>
django_ct</div><div>
seo.joblisting</div></div><div></div>

Forecasting Data Analyst

PAC Worldwide

<div><p><b>Description</b><br>
</p><br>
<b>Forecasting Data Analyst</b><br>
Turn data into direction. Drive smarter business decisions.<br>
If you&rsquo;re the type who questions the numbers before accepting them, spots patterns others miss, and builds models that actually influence decisions, this role is built for you.<br>
We&rsquo;re looking for a Forecasting Data Analyst who thrives in complexity, values data integrity, and wants their work to directly impact forecasting accuracy, operational planning, and business performance.<br>
<br>
<b>Why this role matters</b><br>
Forecasting isn&rsquo;t just reporting. It&rsquo;s how we plan, prioritize, and perform.<br>
In this role, you&rsquo;ll sit at the intersection of Finance, Sales, Operations, and Supply Chain, ensuring the data behind our forecasts is clean, reliable, and actionable. Your insights will influence real decisions, not sit in a spreadsheet.<br>
<br>
<b>What you&rsquo;ll own</b><br>
<ul><li>Build and maintain high-quality datasets across customer, sales, operational, and financial data</li><li>Prepare and structure inputs for statistical forecasting models</li><li>Deliver recurring and ad-hoc reports that drive clarity and accountability</li><li>Analyze historical demand and sales trends to identify drivers, risks, and anomalies</li><li>Design and develop dashboards and visualizations (Power BI preferred) that tell a clear story</li><li>Partner cross-functionally to align data with real-world business assumptions</li><li>Manage forecast data flows between systems, ensuring accuracy and consistency</li><li>Identify opportunities for automation, process improvement, and better data governance</li></ul>
<br>
<b>What success looks like</b><br>
<ul><li>Forecasts that leadership trusts</li><li>Data that holds up under scrutiny</li><li>Insights that lead to action, not more questions</li><li>Reporting that simplifies complexity instead of adding to it</li></ul>
<br>
<b>What you bring</b><br>
<ul><li>Bachelor&rsquo;s degree in Business, Finance, Statistics, or related field</li><li>3+ years in an analyst role within a business environment</li><li>Advanced Excel skills (you&rsquo;re beyond basic formulas. Think pivots, modeling, and efficiency)</li><li>Experience with ERP systems and BI tools (Power BI strongly preferred)</li><li>Working knowledge of SQL or Python for data analysis</li><li>Proven ability to work with large, messy datasets and make them usable</li><li>Strong attention to detail. You don&rsquo;t let errors slide</li><li>Ability to manage multiple priorities without losing accuracy</li><li>Clear communication skills. You can translate data into business insight</li></ul>
<br>
<b>Work environment</b><br>
<ul><li>Primarily desk-based role (computer work up to 90% of the time)</li><li>Standard office environment with cross-functional collaboration</li></ul>
<br>
<b>Who this role is for</b><br>
This is for someone who:<br>
<ul><li>Doesn&rsquo;t trust data until they&rsquo;ve validated it</li><li>Enjoys solving problems others overlook</li><li>Wants to influence decisions, not just report on them</li><li>Takes ownership of both the numbers and the story behind them</li></ul>
<br>
<i>If you&rsquo;re ready to move beyond reporting and into real impact, let&rsquo;s talk.</i><br>
<br>
<i>#LI-MS1</i></div>

Tri-State Generation & Transmission

<div><p>Responsible for financial forecasting and modeling, serving as the owner of the Oracle EPM (Hyperion) forecasting system. Partners cross‑functionally to ensure accurate forecasts, analyze trends and variances, and deliver actionable insights that support strategic decisions. This role drives continuous improvement of forecasting processes, data integrity, and model performance.
</p><p><b>Note </b>: There is one position available, and this position will be filled at one of four job grade levels: Financial Forecast Analyst I; job grade 6; Financial Forecast Analyst II, job grade 7; Financial Forecast Analyst III; job grade 9 or Senior Financial Forecast Analyst; job grade 10. This decision will be based on the qualifications and experience of the selected candidate and Tri-State business needs at the time of hire.<br>
</p><p></p><p><b>Tri-State recognizes the value of a highly engaged and committed workforce and provides an excellent benefits program that includes </b>: Medical Insurance, Dental Insurance, Vision Insurance, Flexible Work Schedules including compressed work week and telecommuting opportunities to work remotely up to 40%, Health Savings Account (HSA), Flexible Spending Accounts (FSA), Tuition Reimbursement, Life Insurance, Retirement Option, Long Term Disability (LTD), Short Term Disability (STD), Employee Assistant Program (EAP) and Paid Leave Benefits.<br>
</p><p></p><p><b>Senior Financial Forecast Analyst
</b></p><p>Hiring Salary Range: $109,000-$139,000<br>
</p><p></p><p><b>Financial Forecast Analyst III
</b></p><p>Hiring Salary Range: $98,000-$124,000<br>
</p><p></p><p><b>Financial Forecast Analyst II
</b></p><p>Hiring Salary Range: $80,000-$99,000<br>
</p><p></p><p><b>Financial Forecast Analyst I
</b></p><p>Hiring Salary Range: $72,000-$88,000<br>
</p><p></p><p>Actual compensation offer to candidate may vary outside of the posted hiring salary range based upon work experience, education and/or skill level.</p></div>
<br><div><ul><li>Lead financial modeling for the current forecast, long term forecasts, strategic modeling scenarios, Electric Resource Plan scenarios, and tariff-regulated member program evaluations.
</li><li>Lead the on-going design, testing and implementation of the Energy Management instance of Oracle Enterprise Performance Management (Hyperion) system, making updates as necessary to continually meet business needs.
</li><li>Maintain, update, test and implement middleware software related to forecast processes
</li><li>Ensure the Oracle EPM forecasting system is continually updated with current data: proactively manage timeliness and accuracy of forecast inputs.
</li><li>Identify trends, develop forecasts and make recommendations for forecast improvements.
</li><li>Develop, maintain and monitor forecasting metrics using a continuous improvement mindset.
</li><li>Develop and maintain financial forecasting processes, procedures and workflows, implementing improvements as possible.
</li><li>Assist with development and maintenance of Energy Management department budgets; work with Energy Management leadership to review variances and adjust forecasts as necessary
</li><li>Maintain an in-depth knowledge of Tri-State&rsquo;s structure and operations including its resources, obligations, rates, and Member programs.
</li><li>Initiate, organize and facilitate effective communication and alignment among all functional areas whose information flows to and from the Energy Management forecasts.
</li><li>Make recommendations to improve forecast relevancy, accuracy and performance.
</li><li>Work with Load Forecasting and Resource Planning to ensure timely and reasonable forecast results; review and analyze forecast outputs for accuracy as compared to inputs; flag changes that may require additional review; research flagged forecast items as necessary.
</li><li>Complete ad-hoc data analysis, making recommendations based upon results.
</li><li>Fulfill data requests in an accurate and timely manner, providing appropriate level of context and detail.
</li><li>Assist with maintenance of Tri-States WREGIS and MRETS systems for accepting, tracking, transferring and retiring Renewable Energy Certificates (RECs) and assist with annual green energy compliance reporting.
</li><li>Ensure adherence to critical infrastructure requirements.
</li><li>Represent Tri-State on various external committees, as required
</li><li>Because Tri-State is an electric utility with continuous service obligations to its customers, regular, reliable, and predictable performance of the essential functions and responsibilities is an essential function of the job.
</li><li><p>Because Tri-State has an obligation to provide continuous, reliable electric service to its customers, the ability to work overtime at any time of the day or week is considered an essential function of the job.<br>
</p></li></ul><p></p><p><b>OTHER DUTIES AND RESPONSIBILITIES
</b></p><ul><li><p>Perform other related duties as assigned<br>
</p></li></ul><p></p><p><b>SUCCESS FACTORS/JOB COMPETENCIES:
</b></p><ul><li>Planning: ability to think ahead and plan within timelines and resources; develop scopes, plan and schedule work; set priorities and goals; anticipate and adjust for problems; evaluate workloads; measure and evaluate performance against established goals.
</li><li>Is detail-oriented and provides quality work products within prescribed deadlines.
</li><li>Time management: ability to successfully plan and implement objectives within established timelines and work schedules.
</li><li>Problem-solving: Ability to analyze problems and develop effective solutions at both strategic and functional levels.
</li><li>Critical Thinking and professional curiosity.
</li><li>Demonstrate behavior consistent with company values.
</li><li>Excellent interpersonal and communication skills.
</li><li>Strong team player accomplishes tasks by working with others and being a good team player. Recognizes how his/her decisions may impact others; seeks input from others.
</li><li>Computer proficiency in operating a personal computer and standard business office applications including Microsoft Office suite, databases, and other related applications.
</li><li>Ability to work independently, with minimal direction as a highly motivated self-starter.</li></ul></div>
<br><div><p>Education and Training
</p>Bachelor&rsquo;s degree in Accounting, Finance, Economics, Renewable Energy, Engineering, Mathematics or related discipline.<br>
<ul><li>
</li></ul><p></p><p>Knowledge, Skills, and Ability:
</p><ul><li>Knowledge of finane, accounting or financial forecasting.
</li><li>Excellent written and verbal communication skills.
</li><li>Highly skilled in the use of personal computers including standard suite of business office applications including database and spreadsheet applications.
</li><li>Must have the ability to analyze complex technical data and prepare concise, accurate reports.
</li><li>Must have excellent problem-solving skills.
</li><li>Must possess the ability to efficiently and effectively organize and delegate work and must also possess the ability and willingness to lead others to accomplish objectives.
</li><li>Must work effectively with others within and outside the Energy Management functional area as well as with external vendors, consultants and cooperatives.
</li><li><p>Must be able and willing to take initiative and work independently.<br>
</p></li></ul><p></p><p>Experience:
</p><ul><li><p>Eight (8) years of progressive, relevant experience, with at least two (2) years in the electric power industry. <b>Note </b>: The above requirements describe the experience and education qualifications for the Senior Financial Forecast Analyst. Those with less experience will be hired at the I, II or III job grade level.<br>
</p></li></ul><p></p><p>Other:
</p><ul><li>Willingness to travel, as required. Estimated travel is less than 5% annually.
</li>Must be able to demonstrate that he/she can perform all of the essential functions of the position.<br>
<li>
</li></ul><p></p><p><b>DESIRED JOB QULAIFICATIONS:
</b></p><ul><li>Proficiency with Oracle EPM.
</li><li>Advanced Microsoft Excel skills, including the ability to do pivot tables, graph, perform vlookups and other complex formulas.
</li><li>Knowledge of the electric utility industry.</li></ul></div>
<br><div><div>Tri-State is a wholesale power supply cooperative, operating on a not-for-profit basis, with electric distribution cooperatives and public power district members in four states: Colorado, Nebraska, New Mexico and Wyoming. Together with its members, Tri-State delivers reliable, affordable and responsible power and energy services to nearly a million electricity consumers across roughly 200,000 square miles of the West.<br>
</div><div></div><br>
<div>Founded in 1952 by its member systems to provide a reliable, cost-based supply of electricity, Tri-State is now headquartered in Westminster, Colo., employing approximately 1,000 people across five states.<br>
</div><div></div><br>
<div>Tri-State's electricity is generated from coal, natural gas, hydropower, wind, and solar. This power reaches members via a transmission system that includes substation facilities, telecommunications sites and almost 6,000 miles of high voltage transmission lines.<br>
</div><div></div><br>
<div>As a member-owned and -governed cooperative, every member has a voice and an equal vote in the future of Tri-State.</div></div>

Financial Forecast Analyst I, II, III or Senior

InnovAge

<div>Responsibilities:
<div>
The Senior Analyst, Contact Center Modeling &amp; Planning provides analytical support to InnovAge&rsquo;s contact center and operational teams through forecasting, capacity modeling, and initiative impact sizing. This role develops and maintains models that determine staffing requirements, workload projections, and operational performance expectations. The analyst partners with Operations, Finance, HR, and IT to support budget planning, call volume forecasting, and data driven decision-making.</div><div></div><div><br>
This position is ideal for an experienced analyst with strong quantitative skills and proven experience in contact center forecasting or Workforce Management environments.</div><div></div><div><br>
Essential Functions &amp; Responsibilities</div><div></div><div><br>
Functional Category: Forecasting &amp; Workload Modeling</div><div>
Estimated % of Time: 35%</div><ul><li>
Create and maintain forecasting models for call volume, workload, service demand, and key operational drivers.</li><li>
Produce short-term, midterm, and long-range forecasts to support service levels, planning cycles, and budget inputs.</li><li>
Analyze historical trends, seasonality, routing impacts, and productivity to improve forecast accuracy.</li></ul><div>
Functional Category: Capacity &amp; Staffing Planning</div><div>
Estimated % of Time: 30%</div><ul><li>
Build staffing models incorporating AHT, shrinkage, adherence, occupancy, and productivity metrics.</li><li>
Produce weekly, monthly, and annual capacity plans that drive operational staffing decisions.</li><li>
Analyze variance between forecasted and actual performance and recommend adjustments to leadership.</li></ul><div>
Functional Category: Business Initiative Sizing &amp; Impact Analysis</div><div>
Estimated % of Time: 15%</div><ul><li>
Conduct scenario modeling to evaluate the impact of new initiatives, policy changes, and technology enhancements.</li><li>
Quantify workload, staffing, and cost impacts to support leadership decision-making.</li><li>
Provide concise, actionable insights supported by clear analytical rationale.</li></ul><div>
Functional Category: Analytics, Reporting &amp; Insights</div><div>
Estimated % of Time: 15%</div><ul><li>
Develop dashboards and reporting for forecasting accuracy, staffing efficiency, call-volume trends, and key operational KPIs.</li><li>
Provide executive-ready insights and recommendations that highlight risks, opportunities, and performance trends.</li><li>
Identify areas for process improvement and resource optimization.</li></ul><div>
Functional Category: Cross‑Functional Collaboration</div><div>
Estimated % of Time: 5%</div><ul><li>
Partner with Finance to support labor planning, budget cycles, and cost modeling.</li><li>
Collaborate with IT and data teams to ensure data integrity, routing logic accuracy, and reporting consistency.</li><li>
Work closely with Operations leaders and HR Recruiting to align models to real-time conditions and business priorities.</li></ul><div>
Travel Requirements</div><div></div><div><br>
5% travel across centers and markets, including onsite meetings</div><div></div><div><br>
Qualifications</div><div></div><div><br>
Required</div><ul><li>
Bachelor&rsquo;s degree required in Business, Finance, Economics, Mathematics, Statistics, Data Analytics, Operations Management, Industrial Engineering, or a related field.</li><li>
5+ years in forecasting, Workforce Management, capacity planning, or operational analytics.</li><li>
Strong quantitative and modeling skills with advanced Excel proficiency.</li><li>
Experience working in contact center environments (multi-channel preferred).</li><li>
Ability to translate complex data into clear, actionable recommendations for leaders.</li><li>
Experience with WFM or forecasting tools (e.g., NICE, Verint, Calabrio).</li></ul><div>
Preferred</div><ul><li>
Master&rsquo;s degree required in Business, Finance, Economics, Mathematics, Statistics, Data Analytics, Operations Management, Industrial Engineering, or a related field.</li><li>
Experience supporting multi-site or high-volume operational functions.</li><li>
Background in business operations, FP&amp;A, or continuous improvement.</li><li>
Experience with SQL, Power BI, Tableau, or other analytics tools.</li><li>
Advanced experience creating or scaling capacity and forecasting models.</li></ul>
Benefits:
<div>
InnovAge is dedicated to empowering seniors to live independently, allowing them to age in their own homes and communities safely. InnovAge offers an alternative to nursing homes through its Program of All-inclusive Care for the Elderly (PACE), which provides enrolled seniors with customized healthcare and social support at PACE Adult Day Health Centers. These centers are staffed by medical professionals who are committed to creating personalized care plans for each participant. At InnovAge, our team members are our greatest asset and have a significant impact on the lives of our participants every day. When you join InnovAge, you'll work alongside talented, respectful, and passionate colleagues within a patient-centered care model.</div><div></div><div><br>
InnovAge is committed to equal opportunity and affirmative action, and we strive to create a diverse and inclusive workplace. We consider all qualified candidates for employment without discrimination based on race, color, religion, sex, sexual orientation, gender identity/expression, national origin, disability, protected veteran status, pregnancy, or any other protected status. Salaries are determined by various factors such as qualifications, experience, and location, and do not include potential bonuses or benefits. Our extensive benefits package includes medical/dental/vision insurance, short and long-term disability, life insurance and AD&amp;D, supplemental life insurance, flexible spending accounts, 401(k) savings, paid time off, and company-paid holidays.</div><div></div><div><br>
Applicants are considered until the position is filled.</div>
Posted Pay Range: $103,300 - $134,400 Additional Information:
<div><b>
Compensation Disclaimer</b></div><div>
The pay may vary depending on job related factors, such as work location, experience, knowledge, skills, education, certifications, training and internal equity. InnovAge offers a comprehensive benefits package, which includes medical, dental, vision, 401(k) plan with company match, short and long-term disability, life insurance, supplemental life insurance, ADD, flexible spending account, paid time off and company paid holidays.</div><div></div><div><b><br>
Attention Florida Applicants</b><br>
This position requires a background screening through the Florida Care Provider Background Screening Clearinghouse.<br>
For more information, please visit the Clearinghouse Education and Awareness website: https://info.flclearinghouse.com</div><div></div><div><b><br>
Agency Disclaimer</b></div><div>
InnovAge will not accept unsolicited resumes from search firms for this employment opportunity. Regardless of past practices, all candidates/resumes submitted by search firms to InnovAge by any means without a valid written search agreement in place for that position will be deemed the property of InnovAge and no fee will be paid in the event such candidate is hired by InnovAge.</div></div>

Senior Analyst, Contact Center Modeling & Planning

Heritage Grocers Group, LLC

<div><div><div>At Heritage Grocers Group, how we work is defined by shared values that include absolute integrity, respect, and collaboration. However, it's more than that; it's smart and highly driven people united in purpose to serve one another.</div>
<div><br>
Bring your energy and unique perspective and you'll have the opportunity to grow with us professionally, personally, and financially. You'll be part of a team that genuinely cares about helping you succeed, and you'll work alongside talented colleagues, while making a difference in our communities.</div>
<div><br>
<b>POSITION SUMMARY:</b><br>
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.</div>
<div></div><div>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.</div>
<div></div><div>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.</div>
<div></div><div><b>ESSENTIAL DUTIES AND RESPONSIBILITIES:</b><br>
The essential duties and responsibilities of this position include, but are not limited to, the following:</div>
<ul><li>Partner with management to create and develop financial forecasts and plans.</li>
<li>Use Microsoft Excel based financial models to prepare month-end reports.</li>
<li>Forecast, analyze and summarize trends in sales, margin, expense and other operational metrics to identify trends, risks, and opportunities impacting the business.</li>
<li>Design, build, and maintain advanced financial models using multiple data sources to support strategic planning and scenario analysis.</li>
<li>Interpret financial and operational data and translate insights into actionable recommendations for management and executive stakeholders.</li>
<li>Analyze detailed expenses, including components of SG&amp;A, buying and occupancy.</li>
<li>Monitor financial performance during period close, proactively identify variances or anomalies, and advise management and accounting team on implications and potential actions.</li>
<li>Apply professional discretion in utilizing multiple systems and software applications to execute tasks, prioritize work, manage multiple initiatives, and determine analytical approaches.</li>
<li>Perform other professional level duties and responsibilities as assigned, consistent with the exempt nature of the role.</li>
</ul><div><b>SKILLS AND QUALIFICATIONS:</b></div>
<ul><li>Bachelor's degree in accounting, Finance, Economics or related field.</li>
<li>Minimum of 3 years of progressive, professional financial analysis experience, preferably in retail or consumer facing industries.</li>
<li>Advanced proficiency in Microsoft Excel, PowerPoint, and Power BI, with demonstrated ability to create complex models and analyses.
</li><li>Strong understanding of financial planning, forecasting, and performance management concepts.
</li><li>Demonstrated ability to exercise independent judgment, solve complex and unstructured problems, and make data driven recommendations.
</li><li>Strong written and verbal communication skills, with the ability to present complex financial information to non financial audiences.
</li><li>High degree of integrity and ability to manage sensitive and confidential information.
</li><li>Bilingual English and Spanish a plus.</li>
<li>An inquisitive nature and can-do attitude</li>
<li>Well-developed interpersonal skills: ability to get along with diverse personalities.</li>
<li>Comfortable when challenged with difficult, unstructured problems that must be solved quickly.</li>
<li>Unquestionable integrity with the ability to handle sensitive issues.</li>
<li>The ability to establish credibility and be decisive.</li>
<li>The ability to recognize and support the company's overall plan and priorities.</li>
<li>The ability to think conceptually and strategically, while maintaining a results driven approach.</li>
</ul><div><b>PHYSICAL DEMANDS AND WORK CONDITIONS:</b><br>
The physical demands and work conditions below represent those that must be met to successfully perform the essential functions of this job. Some requirements may be modified to accommodate individuals with disabilities:</div>
<ul><li>While performing the duties of this job, the employee is regularly required to sit, stand, and use the hands to handle objects, tools, or controls.</li>
<li>Successful performance requires vision abilities that include close vision and the ability to adjust focus.</li>
<li>The work environment is typical of an office. The noise level ranges from quiet to loud.
</li><li>LIFTING: Ability to lift up to 10 lbs.</li>
</ul><div><b><i>IMPORTANT DISCLAIMER NOTICE</i></b><br>
<i>The job duties, elements, responsibilities, skills, functions, experience, educational factors, and the requirements and conditions listed in this job description are representative only and not exhaustive of the tasks that an employee may be required to perform. The Employer reserves the right to revise this job description at any time and to require employees to perform other tasks as circumstances or conditions of its business or the work environment change.</i></div><div><br>
<p>
</p></div></div><br>
Compensation: $83-$99k</div>

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