Corporate Financial Planning

2 weeks ago

Cleveland, Ohio, United States JOANN Stores Full time
Job Summary

The Senior Corporate Financial Planning & Analysis Business Partner serves as a strategic thought partner for assigned business teams, utilizing reporting and analytics to generate actionable insights, support decision-making, resolve issues, and drive results. This role requires frequent interaction with various functional business areas and individuals at different levels throughout the organization.

Key Responsibilities
  • Business Support & Financial Analytics:
    • Develop a general understanding of systems and processes for the assigned team.
    • Generate actionable insights through data analysis and reporting, including dashboard and KPI reporting, to assist the business in resolving issues and driving results.
  • Planning & Forecasting:
    • Lead the development of capital, headcount, and administrative expense forecasts for the assigned group, in coordination with department leaders.
    • Own the total rollup of all capital forecasts across the company by working with other Finance teams.
    • Challenge forecast assumptions to ensure projections are realistic, align with business goals, and reflect known risks and opportunities.
    • Lead monthly capital open-to-buy meetings to review the financial health of key projects and ensure capital spend is allocated appropriately.
  • Business Case Analysis:
    • Aid decision-making through an ROI lens by supporting the development of business cases, interacting with various departments to ensure all costs and benefits are captured.
  • Financial Close:
    • Support the monthly financial close process by researching drivers of material variances to forecast and prior year(s) and providing associated commentary on the financial statements.
    • Assess for risks and opportunities to the forecast based on actual results.
    • Facilitate meetings and/or coordinate the transfer of information between accounting and the business.
  • System Administration:
    • Serve as an administrator for both the non-merchandise procurement system (Coupa) and financial planning system (Oracle EPM EPBCS).
    • Reconcile system-submitted budgets to the financial forecast and ensure spend follows the appropriate approval processes.
    • Perform system testing and drive system enhancements to improve process flows.
  • Special Projects & Analysis:
    • Support key strategic projects and other company initiatives as needed.
    • Continuously assess opportunities to improve processes and enhance work products.
Requirements
  • Education: Bachelor's Degree in Finance or a related field.
  • Experience: 5+ years of experience in Finance or a related field.
Working Conditions
  • This role requires in-person attendance 4 days a week at the Store Support Center (SSC) located in Hudson, OH.
  • Sit or stand at a workstation for extended periods while maintaining focus and productivity.
  • Move around an office space and between buildings on a large campus, including reaching for files, retail product, supplies, or equipment.
  • Work standard business hours and extended hours as needed based on task and project demands.
  • Utilize all communication styles - written, verbal, electronic options.
  • Lift and carry office supplies, documents, retail product, or equipment weighing up to 20 pounds as needed for tasks such as organizing or setting up workstations.
Knowledge, Skills & Abilities
  • Comfortable leading meetings and driving conversations with all levels of the organization.
  • Excellent customer service skills while working with business partners.
  • Ability to synthesize and analyze large, complex data sets to form conclusions, tell the story of the data, and make recommendations.
  • Attention to detail with a high level of accuracy.
  • Proactive, self-starter who works well in a fast-paced environment.
  • Flexibility to changing business needs.
  • Strong verbal and written communication skills.
  • Previous knowledge of corporate performance management systems (i.e., Oracle EPM).
  • Excellent Microsoft Excel and PowerPoint skills.

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