Financial Planning Specialist

3 weeks ago

Long Island City, United States Bloomingdale’s Full time

**About**:
Bloomingdale’s makes fashion personal and fun, aspirational yet approachable. Our mission is to guide and inspire our customers to make style a source of creative energy in their lives. We will always strive to make Bloomingdale’s like no other store in the world. Everyone plays a critical role to bring our mission to life. Regardless of position, we believe all colleagues have a voice and access to share their thoughts with every level of leadership. Our colleagues are passionate, driven, entrepreneurial and collaborative. We welcome and embrace diversity of background, thought and opinion while having a lot of fun along the way.

**Job Overview**:
The Financial Planning Specialist has responsibilities for store expense planning, forecasting and budget management. This individual will work closely with Corporate business partners and the Stores Operations teams to maximize resources in order to achieve optimal profitability of our department store and outlet divisions.

**Essential Functions**:

- Executes the annual financial planning process in partnership with Stores senior leadership and Central business partners, under the direction and guidance of the Manager of Finance for FP&A. Develop thoughtful and accurate plans that maximize financial resources to drive incremental sales and profit.
- Provide in-season guidance to ensure achievement of established budgets and investment opportunities are identified and executed.
- Leverage analytics and intuition to accelerate innovation. Evaluate the Bloomingdale’s expense structure and identify opportunities for cost savings. Elevate findings to Finance management to exploit opportunities and mitigate risks.
- Responsible for mid-month and end of month rolling operating forecasts. This will include providing commentary for significant variances to plan and will require following up with key business partners to understand the root causes of variances an to identify ways to mitigate expense liabilities and exploit opportunities. Ensure all forecast components are accurately and timely communicated.
- Facilitate the monthly financial close process including processing journal entries, accruals, and reclasses. Collaborate with Macy’s Inc. Accounting to ensure all entries are accurate and appropriate. Maintain documentation in compliance with audit policies.
- Additional special assignments and ad hoc analyses as needed.

**Qualifications and Competencies**:

- 1-2 years related experience
- Practices open and continuous communication, values keeping others informed, effectively presenting information in a clear, concise manner.
- Excellent leadership, facilitation, and interpersonal skills, with the ability to work across functional lines and at many levels.
- Ability to think creatively, strategically and technically.
- Strong quantitative and analytical reasoning skills. Prominent financial acumen and analytical ability
- Ability to identify anomalies within data set and be naturally curious to identify root causes.
- Ability to work a flexible schedule based on department and Company needs.
- Advanced proficiency in Microsoft Excel
- Knowledge of One Stream a plus
- MERCH00

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