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Strategic Financial Planning Senior Analyst

2 months ago

Naperville, United States Aldi Inc. Full time

Our National Finance & Administration Services department oversees the management of the critical resources and infrastructure that our people need to get the job done at every level. This service department is designed to make sure 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.

In our dynamic and project-based team setting, the Strategic Financial Planning Senior Analyst will help guide ALDI’s overall strategic goals - both domestically and internationally. As an experienced finance professional with an inquisitive mindset and strong analytical skills, your strategic vision and adaptability will play a key role in contributing to comprehensive analyses of capital investments and long-range business performance, with a focus on driving growth, profitability, and optimizing return on investments.

Position Type: Full-Time
Starting Salary: $112,500
Salary Increases: Year 2 - $120,000 | Year 3 - $127,500
Work Location: Naperville, IL
This role is eligible to participate in ALDI’s Hybrid Work Program, which allows remote work up to 3 days per week (i.e., work remotely up to 3 days per week; work in-office at least 2 days per week).

Duties and Responsibilities:
Must be able to perform duties with or without reasonable accommodation.

• Demonstrates a high level of leadership visibility by communicating and informing leadership of issues, status, and results of assigned tasks in an accurate and timely manner.  
• Analyzes existing working procedures and recommends changes and best practices. 
• Advises on any changes or actions to improve the efficiency and effectiveness of the team.
• Informs management of recurring issues or when additional team training may be required.
• Conducts analyses that contribute to the development and implementation of long-range business plans, investment strategies, and financial models to support ALDI's overall strategic objectives. delivering accurate and timely results to project owners and senior management and influencing decision-making processes.
• Independently develops, leads, and documents financial models and plans for large-scale strategic planning projects, ensuring they are comprehensive, innovative and aligned with ALDI’s growth and profitability strategies. 
• Performs in-depth financial modeling and sensitivity analyses, including long-range business plans, Investment analyses, cost-benefit analyses and other financial models, to support operations and other national departments utilizing market and industry research, data analysis, and judgement to develop and validate assumptions. 
• Supports leadership 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. 
• Works with a sense of urgency to manage multiple projects and prioritizes effectively, ensuring timely completion of deliverables and meeting critical deadlines.
• Maintains, manages, and has a complete understanding of data and reporting requirements. 
• Assists leadership in ensuring compliance with established operating policies and procedures.
• Ensures that required and necessary documentation is completed and properly maintained to provide substantiation and assistance with future audits or information requests. 
• Assists leadership with all project management related responsibilities and communicates the status of projects to all participants. 
• Acts as a subject matter expert in strategic financial planning, offering guidance and mentorship to other team members, suggesting improvements when needed and promoting
professional development and growth. 
• Assists in training and developing team members to retain a motivated and professional workforce.
• 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.

Job-specific Competencies:
Knowledge/Skills/Abilities

• Consistently demonstrates the Mindsets, ALDI Acts Competencies and Professional Skills (M.A.P.) as outlined for the role.
• Gives attention to detail and follows instruction.
• Prepares written materials to meet purpose and audience. 
• Ability to work independently with broad and conceptual analyses and projects, without the benefit of a standard operating procedure or detailed written instructions.
• Develops and maintains positive relationships with internal and external parties. 
• Works cooperatively and collaboratively within a group. 
• Understands the history, strategy, organizational authority, interdependence of job duties, products, systems, and services of the company. 
• Advanced proficiency in financial modeling tools and software applications.
• Ability to analyze and break down complex ideas into actionable insights.
• Strong proficiency in quantitative and qualitative research, data analysis, and judgment-based decision-making. Incorporates macro and micro-economic insights into long-range planning.
• Excellent communication, presentation, and interpersonal skills to effectively convey complex financial information.
• Proven ability to think critically and strategically, identifying opportunities for business growth and improvement.
• High level of initiative, self-motivation, and ability to thrive in a dynamic, fast-paced environment. 
• Embodies an inquisitive, analytical, and creative mindset to thrive in a project-based work culture.
• In-depth understanding of financial statements. 
• Skill in reviewing files to determine accuracy and completeness. 
• Basic understanding of project management concepts and tools. 
• Ability to recommend, interpret, and apply ALDI operating policies and procedures. 
• Knowledge of accepted accounting, real estate and retail industry standards and practices. 
• Proficient in Microsoft Office Suite with advanced skills in Microsoft Excel and PowerPoint. 

Education and Experience:

• Bachelor's Degree in Accounting, Finance or a related field required.
• A minimum of 7 years of progressive experience in Accounting or Finance required.
• Or, a combination of education and experience providing equivalent knowledge. 
• CPA, CFA, MBA, or Master’s Degree in Finance or Accounting preferred. 
• Experience with SAP, BPC, Analysis for Office, Alteryx, and Tableau preferred.
• Experience in independently building long-range financial models based on knowledge of financial analysis strategies, including the use of discounted cash flows, NPV, IRR, and payback period required. 

Physical Requirements:

• Work may be performed in an office, remote office or a combination of both where a computer and office equipment may be used as needed to perform duties.
• Regularly required to sit, reach, grasp, stand and move from one area to another.
• Constantly and repeatedly use keyboard/mouse.
• Occasionally required to push, pull, bend, lift and move up to 25 lbs.

Travel:

• International & Domestic travel required.
• Up to 10%.

ALDI offers competitive wages and benefits, including:

  • 401(k) Plan
  • Company 401(k) Matching Contributions
  • Employee Assistance Program (EAP)
  • PerkSpot National Discount Program

In addition, eligible employees are offered:

  • Medical, Prescription, Dental & Vision Insurance
  • Generous Vacation Time & 7 Paid Holidays
  • Up to 6 Weeks Paid Parental Leave at 100% of pay
  • Up to 2 Weeks Paid Caregiver Leave at 100% of pay
  • Short and Long-Term Disability Insurance
  • Life, Dependent Life and AD&D Insurance
  • Voluntary Term Life Insurance
Click here to learn more about the benefits ALDI has to offer

ALDI is committed to equal opportunity for all employees and applicants. As a proud Equal Opportunity Employer (EOE), we do not discriminate based on race, color, national origin, ancestry, citizenship status, religion, sex, sexual stereotyping, sexual orientation, gender, gender identity, gender expression, age, marital status, mental or physical disability, medical condition, genetic information, military or veteran status, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), or any other protected characteristic. Employment may be contingent upon ALDI's receipt of an acceptable and job-related drug test, motor vehicle report, and/or reference check, as applicable and permissible by law.