Financial Planning Analyst

Wakefern Food Corp.; Edison (NJ); Hybrid; USD 80,000 - 100,000; Full time

Job summary

Wakefern Food Corp. is seeking an FP&A Analyst to join the Financial Planning and Analysis Department in New Jersey. You will perform financial forecasting, budgeting, P&L analysis for the Transportation Division, and support cost optimization initiatives.

You'll collaborate with Finance and Transportation teams, drive periodic reporting, and identify opportunities to leverage AI, automation, and analytics to improve decision-making and process efficiency.

Qualifications

• Bachelor’s Degree in Accounting or Finance required.
• Minimum 5 years of accounting/analysis experience required.
• Exceptional verbal and written communication skills.
• Strong understanding of financial planning and analysis, budgeting, forecasting, and financial statement reporting.
• Advanced proficiency with Microsoft Office including Excel, Word, and PowerPoint and TM1.
• Experience leveraging AI, automation, or advanced analytics tools to improve processes.
• Ability to work a varied, flexible schedule.

Responsibilities

• Create the fiscal year budgets for Food Haulers, NTS, and 7 Logistics departments.
• Analyze and prepare period end P&L reports for all the areas listed above.
• Forecast transportation costs for new sites including Wholesale customers.
• Prepare select monthly journal entries.
• Work with accounting team to reconcile any discrepancies found.
• Work with Vice President of Transportation on any special projects.
• Forecast current year expenses and income for Transportation departments.
• Reviews accuracy of the Transportation Division General Ledger.
• Drive continuous improvement and innovation by identifying opportunities to leverage AI, automation, and advanced analytics to enhance business processes, reporting, and decision-making.

Skills

Analytical thinking

Communication skills

Cross-functional collaboration

Project leadership

Problem-solving

Education

Bachelor's Degree in Accounting or Finance

Tools

TM1

Excel

Word

PowerPoint

Microsoft Copilot

Job description

Wakefern Food Corp. is the largest retailer-owned cooperative in the United States and supports its co-operative members' retail operations, trading under the ShopRite®, Price Rite®, The Fresh Grocer®, Dearborn Markets®, and Gourmet Garage® banners.

Employing an innovative approach to wholesale business services, Wakefern focuses on helping the independent retailer compete in a big business world. Providing the tools entrepreneurs need to stay a step ahead of the competition, Wakefern’s co-operative members benefit from the company’s extensive portfolio of services, including innovative technology, private label development, and best-in-class procurement practices.

About You

As a member of the Financial Planning and Analysis Department, the FP&A Analyst will work with Wakefern Finance and Transportation divisions. This associate will perform financial forecasting, scenario planning, budgeting, and P&L analysis related to Wakefern’s Transportation Division.

Essential Functions

• Creates the fiscal year budgets for Food Haulers, NTS, and 7 Logistics departments in Wakefern
• Analyze and prepare period end P&L reports for all the areas listed above
• Analyze transportation costs for new sites including Wholesale customers
• Prepare select monthly journal entries
• Work with accounting team to reconcile any discrepancies found
• Work with Vice President of Transportation on any special projects
• Forecast current year expenses and income for Transportation departments
• Reviews accuracy of the Transportation Division General Ledger.
• Drive continuous improvement and innovation by identifying opportunities to leverage AI, automation, and advanced analytics to enhance business processes, reporting, and decision-making.

Qualifications

• Bachelor’s Degree in Accounting or Finance required
• Minimum 5 years of accounting/analysis experience required
• Exceptional verbal and written communication skills
• Strong understanding of financial planning and analysis, budgeting, forecasting, and financial statement reporting
• Strong analytical, troubleshooting, and problem-solving skills with a focus on continuous process improvement and automation.
• Proven ability to lead projects, manage competing priorities, and coordinate cross-functional initiatives
• Outstanding organizational skills and ability to thrive in a fast-paced, deadline-driven environment.
• Ability to build relationships across divisions and navigate Wakefern to find answers to important questions.
• Advanced proficiency with computer operating systems and Microsoft Office including Excel, Word, PowerPoint and TM1.
• Experience leveraging Microsoft Copilot, AI, automation, or advanced analytics tools to improve financial planning, reporting, decision-making, and business processes.
• Availability to work a varied, flexible schedule to meet business demands

Additional experience considered a plus

• MBA or Master’s Degree in relevant field
• Knowledge of TM1 Analytics and SAP
• Experience with FP&A tools

Working Conditions & Physical Demands

• Availability to work a varied, flexible schedule to meet business demands
• Ability to monitor computer screens for long periods of time
• Ability to work a hybrid schedule as established by the division (4 days on-site, 1 day remote)

Core Competencies

• Communicate Effectively
• Build Relationships
• Stay Competitive
• Develop You
• Drive For Results

Compensation and Benefits

The salary range for this position is $80,000-$100,000 annually. Placement in the range depends on several factors, including experience, skills, education, geography, and budget considerations.

Wakefern is proud to offer a comprehensive benefits package designed to support the health, well-being, and professional development of our Associates. Benefits include medical, dental, and vision coverage, life and disability insurance, a 401(k) retirement plan with company match, paid time off, holidays, and parental leave. Associates also enjoy access to wellness and family support programs, fitness reimbursement, educational and training opportunities through our corporate university, and a collaborative, team-oriented work environment. Many of these benefits are fully or partially funded by the company, with some subject to eligibility requirements.

About The Work

This job description is intended to set forth the general nature and essential duties and responsibilities of the work performed by associates for this position. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of associates to do this job. Associates may be assigned additional responsibilities as necessary. The Company reserves the right to revise this job description at any time and to require associates to perform other tasks as circumstances or conditions of its business, competitive considerations or the work environment changes. This document describes the position currently available and is not an employment contract.

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. If requested, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The position covered by this Job Description is expressly declared to be “at will,” meaning Wakefern has the right to terminate the incumbent’s employment at any time, with or without cause. Any written or oral promises or representations to the contrary are expressly disavowed and should not be relied upon by any associate. Any change to this “at will” employment status must be in writing and signed by the Vice President of Human Resource.