Senior Manager, Financial Planning

4 weeks ago

Austin, United States Whole Foods Market IP, L.P. Full time
Job Description
Are you a dynamic Corporate Finance professional ready to make a significant impact at Whole Foods Market? We're on the hunt for an innovative Finance Senior Manager to spearhead our financial planning team. This pivotal role involves partnering with finance experts to meticulously plan and synchronize all P&L line-items for our iconic brand.

As the leader of a team of skilled analysts, you'll oversee long-range planning, annual budgeting, quarterly forecast updates, and variance analysis. Your responsibilities include crafting baseline forecasts, aligning projections with finance partners, assessing investment impacts, summarizing consolidated financials, and presenting your strategic plans to Senior Leadership.

We're looking for a visionary thought leader and strategic partner with an unparalleled sense of ownership. You thrive in a fast-paced, ever-changing environment, excelling in prioritization, financial planning, and data-driven decision-making. You're a top-notch communicator, adept at cross-functional collaboration, and you drive continuous improvement. If you have an exceptional finance background, problem-solving prowess, and best-in-class written and verbal communication skills, we want you on our team

Additional Information:
This role will observe the 3-day hybrid office model and be based in Austin, TX or Chicago, IL. Relocation assistance may be provided.
Responsibilities
  • Financial Planning Execution: Drive the execution of annual planning, forecast guidance, and long-range planning modeling and deliverables for all of Whole Foods Market at a channel, store, product category level.
  • Telling the Story: Align the story across finance and communicate with WFM Executive leadership and Amazon peers to convey financial plans, present commentary on bridged items, and provide recommendations.
  • Process Improvement: Identify process improvements to support financial planning, including partnering with peer groups to develop, test and implement solutions, and drive year-over-year gains with a focus on long-term growth, scale, and simplification.
  • Drive Planning Processes: Strong organizational skills for managing forecast calendars including dates, deliverables, communication timelines for finance partners and senior leadership reviews.
  • Ensure Accuracy and Integrity of Financial Plans: Dive deep to ensure modelling and load accuracy in coordinating forecast updates with internal and external business partners and challenge assumptions when necessary.
  • Communication: Communicate financial analysis in a clear, concise and unambiguous manner both verbally and in writing (written documents and/or PowerPoint) to executive leadership.
  • Drive Evolution: Lead and/or participate in cross functional projects as needed with a focus on process improvement and increased efficiency with the ability to document and transition final product.
  • Financial Modeling: Partner with the data science team to continually improve forecasting models to leverage into financial planning as well as develop internal models and system capabilities for driver-based planning.
  • Business Reviews: Provide business review reporting, insights, and commentary to help drive understanding of results, assess progress towards financial results, and partner on action plans if gaps need to be closed.
  • Share Subject Matter Expertise: Willingness and ability to train financial disciplines, specifically as they relate to financial reporting and analysis at WFM.
  • Challenge the Status Quo: Build relationships with Senior Leadership where you can comfortably challenging assumptions and plans to drive dialogue and informed decision-making.
  • Ad-Hoc Support: Provide ad-hoc analysis and other duties as requested.
  • The above describes the general requirements for the position. It is not an exhaustive statement of duties, responsibilities or requirements as the business and needs evolve.
Qualifications
  • Bachelors degree, Finance or Accounting (MBA preferred)
  • Minimum of 10+ years of finance experience
  • 3+ years of experience as a Team Leader or similar role
  • Possess superb knowledge and understanding of financial systems, financial planning and analysis, and accounting principles.
  • Planning/Forecasting experience in a dynamic, scenario driven environment with a strong focus on accuracy.
  • Retail operations experience a plus
  • Presents problem analysis and recommended solutions in a creative and logical manner.
  • Strong written and verbal communication skills.
  • Ability to present information in different forums and with all/multiple levels of leadership.
  • Positive attitude, ability to work well and fast under pressure, exceptional customer service attitude.
  • Ability to work independently and be self-directed, as well as be a team player.
  • Ability to thrive in an ever-changing environment.
  • Ability to maintain confidentiality.
  • Advanced knowledge of Microsoft Excel and the Microsoft Office Suite.
  • Experience in Enterprise Performance solutions -Workday Financials, Adaptive Insights, Power BI a plus.
  • Knowledge of Whole Foods Market principles and core values.


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, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Whole Foods Market hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Whole Foods Market works with job sites like Indeed, LinkedIn, and ZipRecruiter to promote opportunities at our company. Please be aware that other career sites may not be accurate or up to date and may even be fraudulent. We encourage and recommend all candidates to apply via our site.

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