Financial Planning

At Brookshire Grocery Company (BGC), we're not just about business—we're about building a community where you can thrive. Based in Tyler, Texas, BGC is home to five unique banners—Brookshire's Grocery Company, Super 1 Foods, Spring Market, Fresh by Brookshire's, and Reasor's—operating over 215 + stores across Texas, Louisiana, Arkansas, and Oklahoma.

We're all about creating a workplace where you can thrive. At BGC, you matter, your contributions are celebrated, and your future is unlimited. Whether you're launching your career or ready to level up, you'll find a supportive team, endless growth opportunities, and a chance to make an impact.

Here's what sets us apart:

• Wellness that works for you: Comprehensive medical, vision, dental, and prescription coverage.
• Flexibility and freedom: Paid time off to relax, recharge, and enjoy life.
• Ownership that empowers: 401(k) plan to help you build a solid future that the Company contributes to.
• Savings for your lifestyle: Exclusive employee discounts on the things you need most.
• Investing in your dreams: Scholarships and educational support to fuel your growth.
• Adventure awaits: Access to a 205-acre outdoor recreation area for unwinding, connecting, and having fun.

When you join BGC, you're not just starting a job—you're becoming part of something bigger. We're here to support your goals, inspire your journey, and celebrate your wins.

Job Summary:

Manages preparation for annual Company budget by using input from department leaders. Supports senior leadership with developing financial forecasts/models, analyzing complex data, and ensuring accuracy of financial data. Oversees finance team and ensures consistency with reports, data, etc. 

Essential Duties and Responsibilities:

• Carries out management responsibilities including planning and directing work; training and coaching; appraising, rewarding, and disciplining partners performance, interviewing; budgeting; and addressing and resolving issues.
• Leads the preparations for the Company's annual budget while working with department leaders to gather input.
• Assists with developing short-term and long-term financial forecasts and provides analytical information for the corporate financial model.
• Supports senior leadership with in-depth analysis of complex financial information. Provides accurate and timely financial recommendations for decision making purposes.
• Researches Return on Investment (ROI) in new stores, remodels, acquisitions, leases, etc. to provide insightful views of performance and trends.
• Develops detailed and flexible financial models to support decision making, including Net Present Value (NPV) and Internal Rate of Return (IRR) analyses.
• Monitors and/or creates performance indicators that highlight trends and unexpected variances.
• Develops and maintains monthly and quarterly ad-hoc financial reports.
• Supports the administration and management of financial reporting systems to ensure accuracy of data.
• Participates in financial modeling for mergers and acquisitions.
• Leads the preparation of presentations for Board of Directors and senior management team. 

Knowledge, Skills and Abilities:

• Advanced mathematical skills.
• Advanced knowledge of software systems used for the purpose of planning, forecasting, and budgeting.
• Advanced knowledge of financial statements.
• Advanced knowledge of Microsoft Office applications including Excel, Access, Word, Outlook, and PowerPoint.
• Ability to analyze complex financial information.
• Ability to think analytically and creatively.
• Ability to remain highly driven and self-motivated.
• Ability to lead and motivate others.
• Ability to communicate effectively in written and verbal form with all areas and levels of the Company.
• Ability to prepare reports and business correspondence.
• Ability to create presentations or diagrams.
• Ability to research information, establish facts and draw valid conclusions.
• Ability to reason, form concepts and recognize and solve problems.
• Ability to organize, prioritize, and manage time.
• Ability to learn new technology systems, methods, and processes.
• Ability to maintain confidentiality regarding sensitive information.
• Ability to comprehend and interpret information.
• Ability to occasionally travel to off-site and out-of-town locations with possible overnight stays.
• Ability to work flexible schedules including nights, weekends, and holidays.
• Must be attentive to potential hazards and remedy or place appropriate warning signs or devices around or near the hazard as soon as is reasonably possible.
• Must report any potential hazards that cannot be immediately remedied to a supervisor.

Education, Experience and Qualifications:

• Bachelor's Degree in Accounting, Finance, or Economics related field and seven or more years of related experience required.
• Master's Degree preferred.
• Certified Public Accountant (CPA) preferred.
• Certified Management Accountant (CMA) preferred.
• Two years of managerial experience preferred.
• Experience with at least two annual planning/budget cycles preferred.
• Experience with relevant enterprise reporting and budgeting system(s) preferred.
• Experience in multi-unit retail/restaurant concepts preferred.
• Partners must be 21 years of age or older to drive for Company business in accordance with the BGC Business Driver Policy.

Physical Demands:

• Continuously required to use close vision, distance vision, depth perception or the ability to focus.
• Frequently required to talk and hear.
• Frequently required to use fine finger movements (ex. sorting and typing).
• Frequently required to sit for long periods of time.
• Occasionally required to use hands for reaching, touching, or handling.
• Occasionally required to push, pull, maneuver, or lift objects up to 40 lbs.
• Occasionally required to bend, kneel, or squat.
• Occasionally required to stand or walk.
• Attendance at work is required.

Work Context and Environment:

• Work is generally performed in an office environment.
• Quiet to moderate noise level.
• Hybrid role offering a blend of in-office collaboration and remote flexibility.

Ready to find your place? BGC is "A Career Where You Belong." 

Brookshire Grocery Company strives to provide a safe, drug  and alcohol-free environment for its partners and customers. The Company is an Equal Opportunity Employer and makes employment decisions without regard to race, color, religion, sex (including pregnancy, gender identity and sexual orientation), national origin, age , disability, genetic information or military status and any other trait protected by law.