Financial Analyst

Couche-Tard; Corona (CA); On-site; USD 70,000 - 78,000; Full time

Job summary

Circle K, based in Corona, CA, seeks a financial analyst to support the annual budget process, develop ad hoc reports for field management, and prepare comprehensive financial analyses for senior leadership.

In this role you will coordinate quarterly bonus payouts, model future changes, and generate scorecards by store, market, and division. A strong background in Excel/PowerPoint and data-driven decision making is essential.

Qualifications

• Bachelor's degree in Accounting/Finance or related field preferred.
• 5 years of relevant experience in financial analysis, strategic planning, budgeting and forecasting.
• Experience in Convenience Retailing is ideal and preferred.
• Comprehensive knowledge of financial statements required.
• Advanced knowledge of Excel and PowerPoint is required.
• Strong analytical and quantitative abilities; able to work with large datasets.
• Able to adapt to a dynamic business environment and meet deadlines.
• Excellent communication skills, both written and oral, across levels of management.

Responsibilities

• Support the Annual Operating Budget Process and coordinate key meetings; build presentations to meet deadlines.
• Provide Field Management with ad hoc reports to measure operating performance.
• Prepare financial reports by collecting, analyzing, and summarizing information for Senior Management.
• Coordinate calculations for quarterly bonus payouts and data for the model updates.
• Model anticipated changes and present results.
• Produce period-by-period Scorecards for operational performance by store, market, region and division.
• Prepare Investment Cases for various projects to support AFE's; evaluate capital expenditure proposals.
• Continue professional development through workshops, publications, networks, and societies.

Skills

Advanced Excel

PowerPoint

MS Access

MS Word

Analytical skills

Budgeting/Forecasting

Education

Bachelor's degree in Accounting/Finance

Tools

Excel

PowerPoint

MS Access

MS Word

Job description

Location

This role requires one to be in Office, located in Corona CA.

Essential Functions

• Support the Annual Operating Budget Process, including responsibility for key meetings internally and building presentations to meet deadlines
• Provide Field Management with Ad hoc reports needed to better measure operating performance
• Prepare financial reports by collecting, analyzing, and summarizing information and results. Interpret and explain results to Senior Management
• Coordinate all calculations supporting quarterly bonus payouts to Operations and work within the division and company to pull data together for use in a model that is updated as the criteria changes.
• Will need to be able to model anticipated changes and present results
• Produce the period by period Scorecard for Operational Performance of each store, Market, Region and overall Division
• Prepare Investment Cases for different projects to support AFE's
• Evaluates projected financial results of undertaking new projects by analyzing capital expenditure proposals, recommending courses of action
• Increases professional and technical knowledge by attending educational workshops; reading professional publications; establishing personal networks; participating in professional societies
• Contributes to team effort by accomplishing Financial and Key Result Area targets pursuant to Company plan guidelines

Qualifications

• Bachelor's degree in Accounting/Finance or related field preferred. Other combinations of experience and education that meet the minimum requirements may be substituted
• 5 years of relevant experience preferably in financial analysis, strategic planning, or budgeting and forecasting
• Relevant experience in Convenience Retailing would be ideal and preferred
• Comprehensive knowledge of financial statements required
• Must have advanced knowledge and skills in Excel and, PowerPoint
• Strong analytical and quantitative abilities
• Experience working with large and complex datasets
• Must be willing to adapt to a dynamic business environment, balancing multiple priorities and meeting deadlines
• Comfortable working independently and in cross-functional teams
• Ability to communicate information and ideas in a clear manner to all levels of management, both orally and in writing
• Must be computer literate in MS Access, Excel, PowerPoint and Word

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Complete physical activity inventory of the position includes:

• Sit for long periods of time.
• Operate computer keyboard and mouse for data entry.
• View computer monitor
• Hear and speak via telephone.
• Reach forward and/or overhead
• Occasionally lift up to 20 pounds

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Working conditions inventory of the position includes:

• The noise level in the work environment is usually moderate at a normal range.
• The lighting will include natural light from the outside as well as fluorescent lighting throughout the work areas.
• Work with minimum direction and periodic supervision.

Annual Salary

$70,000-$78,000

THE ABOVE STATEMENTS REFLECT THE GENERAL QUALIFICATIONS / DUTIES AND /OR RESPONSIBILITIES NECESSARY TO IDENTIFY THE JOB AND ARE NOT NECESSARILY INTENDED TO SET FORTH ALL OF THE SPECIFIC REQUIREMENTS OF THE JOB.
NOTE: This Job Description may change periodically as required by business necessity, with or without advance notice to employees.

Circle K is an Equal Opportunity Employer.

The Company complies with the Americans with Disabilities Act (the ADA) and all state and local disability laws. Applicants with disabilities may be entitled to a reasonable accommodation under the terms of the ADA and certain state or local laws as long as it does not impose an undue hardship on the Company. Please inform the Company's Human Resources Representative if you need assistance completing any forms or to otherwise participate in the application process.