Financial Analyst II - Capital Analysis

H-E-B; San Antonio (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

H-E-B is seeking a Financial Analyst II to perform research and prepare financial analyses for corporate planning decisions. The role covers budgeting, forecasting, auditing, and advanced data analysis to support leadership decisions and strategic initiatives.

The candidate should have 6–8 years in a related field, strong analytical and communication skills, and the ability to work across levels of the organization with minimal supervision.

Qualifications

• 6-8 years of experience in related field.
• Excellent analytical and time management skills.
• Strong interpersonal and communication abilities.
• Advanced PC skills and data-driven decision making.

Responsibilities

• Perform budgeting, auditing, forecasting, and analysis.
• Provide complex analyses and recommendations to senior management on opportunities and risks.
• Train, mentor, and transfer knowledge to team members.
• Assist in planning and execution of strategic financial initiatives.

Skills

Financial analysis

Budgeting

Forecasting

Data interpretation

Communication skills

Project management

Attention to detail

Education

Bachelor's degree in Finance/Accounting or related field

Job description

Responsibilities

Job Summary: As a Financial Analyst II, you will perform research work and prepare financial analysis necessary to make essential Corporate planning decisions.

Financial Functions

Key Responsibilities & Essential Functions:

• Responsible for various financial functions such as budgeting, auditing, forecasting, analysis

Analytics

• Uses advanced analysis skills and multiple category knowledge to perform functions of a Financial Analyst as well as the following duties
• Reviews complex financial data and maintains documented records supporting financial forecasts used in the rate and budget area
• Ensures management's understanding of rate and budget issues
• Discovers and drives new ways of using information to impact business decisions and results
• Provides complex analysis and recommendations to senior management on new business opportunities and existing business

Training / Mentoring

• Trains, mentors, and transfers knowledge to fellow team members
• May provide work leadership for lower level employees

The responsibilities and essential functions outlined above describe the general nature and level of work assigned to this position. This is not an exhaustive list of all duties, responsibilities, and skills required. Duties and responsibilities may be modified at any time based on business needs. Employees may be required to perform other job-related tasks as requested by their supervisor, subject to reasonable accommodations.

Work Experience

Qualifications & Key Requirements:

• 6 - 8 years of experience in related field

Knowledge/Skills/Abilities

• Excellent analytical and time management skills
• Excellent interpersonal and communication skills in one‑one / group situations, with the ability to effectively work within all levels of the organization
• Excellent verbal / written skills
• Advanced facilitation and project management skills
• Advanced PC Skills
• Ability to work complex issues with senior management using highly‑developed influencing skills
• Ability to manage large‑scale projects from conception to implementation
• Ability to produce work that impacts management decisions and business results
• Ability to work effectively and efficiently with little supervision
• Self‑directed; motivated to get results independently
• Strong attention to detail

Education

• A related degree or comparable formal training, certification, or work experience

Physical Demands & Working Conditions:

• Function in a fast‑paced, retail, office environment
• Travel by car or airplane with overnight stays
• Sit for extended periods of time
• Work extended hours

The work environment characteristics described here are representative of those a Partner encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.