Financial Analyst II - Digital Capital and Expense

H-E-B; San Antonio (TX); On-site; USD 75,000 - 120,000; Full time

Job summary

H-E-B in San Antonio, Texas is seeking a Financial Analyst II to perform research and prepare financial analysis to support corporate planning decisions. The role emphasizes budgeting, forecasting, and rigorous analysis to inform leadership.

You will review complex financial data, maintain forecasts, and communicate insights to senior management. Travel may be required; experience in digital/tech or retail finance is preferred.

Qualifications

• 6–8 years of experience in related field.
• Experience in Capital Analysis and Expense preferred.
• Experience in Digital/Tech industry preferred.

Responsibilities

• Research and prepare financial analysis for corporate planning decisions.
• Budgeting, auditing, forecasting, analysis responsibilities.
• Review complex financial data and maintain forecasts.
• Ensure management understands rate and budget issues.
• Discover and drive new ways of using information to impact business decisions and results.
• Provide complex analysis and recommendations to senior management on new business opportunities and existing business.
• Train, mentors, and transfer knowledge to fellow team members.
• May provide work leadership for lower level employees.

Skills

Analytical skills

Time management

Interpersonal skills

Communication skills

Project management

Attention to detail

Self-directed

Stakeholder influence

Education

Related degree or training

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.

Key Responsibilities & Essential Functions

Financial 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.

Qualifications & Key Requirements

Work Experience

• 6 - 8 years of experience in related field
• Experience in Capital Analysis and Expense preferred
• Experience in Digital/Tech industry preferred

Knowledge/Skills/Abilities

• Excellent analytical and time management skills
• Excellent interpersonal and communication skills in one-on-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.