Senior Financial Analyst

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.

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.

POSITION SUMMARY:

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

The essential duties and responsibilities of this position include, but are not limited to, the following:

• 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.

SKILLS AND QUALIFICATIONS:

• 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.
• Bilingual English and Spanish a plus.
• 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.

PHYSICAL DEMANDS AND WORK CONDITIONS:

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:

• 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.
• Successful performance requires vision abilities that include close vision and the ability to adjust focus.
• The work environment is typical of an office. The noise level ranges from quiet to loud.
• LIFTING: Ability to lift up to 10 lbs.

IMPORTANT DISCLAIMER NOTICE

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.