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Financial Analyst
4 weeks ago
Financial Analyst - must have the Retail / Retail Chain Business Financial Planning/Analysis or financial accounting Experience
Worcester, MA
Full-Time, Permanent, and Onsite
Job Description
Responsibilities
- Consolidate, analyze and evaluate financial data considering company’s operating results and financial position, organizational goals, and long-range plans
- Work with cross-functional teams to develop the annual budget
- Update and maintain long term financial model
- Update and maintain long term financial model
- Publish monthly and quarterly financial packages
- Assemble and summarize data to structure sophisticated reports, graphs and charts on financial status and risks for the leadership team
- Forecast weekly sales and expenses
- Streamline and enhance reporting function
- Track and determine financial status by analyzing actual results in comparison with forecasts
- Update new to industry convenience store and car wash proformas
- Work with the accounting team and various department stakeholders to resolve any monthly P&L anomalies
- Update the quarterly balance scorecard which is used for the field’s quarterly bonuses
- Perform financial research and analyze internal and external issues related to sales, gross margin, rate of return, financial performance, and other financial metrics
- Develop and own various analyses and reports to communicate insights on new to industry locations, reimaging and branding projects
- Create and maintain financial modeling tools to assist in evaluating and increasing return on investment on key initiatives
- Identify and assess current trends in business and finance practices, products, and industry competition, advise leadership team and recommend actions
- Keep abreast of new regulations or policies that may affect the industry, as well as monitor the economy to determine its effect on earnings
- Perform ad-hoc analyses to support complex decision making within company operations, and present recommendations to management and business leaders; serve as a financial lead in cross-functional team environments.
Qualifications
- Minimum 3 to 5 years of accounting / financial planning and analysis experience in the retail industry and/or business organization of the relevant size and complexity
- BS in Accounting / Finance, MBA or CPA preferred
- Strong general knowledge of budgeting, cash management and financial analysis processes
- Ability to influence, interact effectively with all levels of the organization, and articulate results based on audience
- Superior project management, organizational and interpersonal skills
- Independent and creative thinker
- Self-motivated and proactive, setting high standards for success
- Strong analytical and critical thinking skills; Accuracy and attention to detail
- Advanced knowledge of MS Office applications, specifically in Excel, advanced formulas, data analysis, and pivot tables, Power Point
- Experience with Workday, Budgeting software and PDI systems a plus
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Thanks,
SAIYED R (DANIEL)
EXECUTIVE RECRUITER
Brightpath Associates, LLC