Financial Planning Specialist

brobstongroup.com - Jobboard; New York (NY); On-site; USD 65,000 - 85,000; Full time

Job summary

A leading retail company in New York is seeking a Financial Analyst Specialist responsible for budgeting, forecasting, and financial analysis. The candidate will identify cost savings, drive sales, and collaborate on business strategies. Qualifications include a bachelor's degree and 2+ years of relevant experience, along with proficiency in Excel. This role offers a dynamic work environment with opportunities for strategic input and professional development.

Qualifications

• 2+ years of related experience.
• Ability to think creatively and technically.
• Ability to work a flexible schedule.

Responsibilities

• Analyze expense structure for cost savings.
• Provide analysis to drive sales and profit improvements.
• Collaborate on annual and seasonal plans.
• Complete month-end financial forecast and close processes.

Skills

Advanced Excel functionality

Effective communication

Organizational skills

Strategic thinking

Attention to detail

Education

Bachelor's degree

Tools

Excel

Word

PowerPoint

Job description

About

Bloomingdale's makes fashion personal and fun, aspirational yet approachable. Our mission is to guide and inspire our customers to make style a source of creative energy in their lives. We will always strive to make Bloomingdale's like no other store in the world. Across all brand touchpoints—from Bloomingdales.com to our newest small store concept, Bloomie's—everyone plays a critical role bringing our mission to life. Our inclusive culture promotes diversity of background, thought and opinion. Regardless of position, we believe all colleagues have a voice and access to share their thoughts with every level of leadership. Our colleagues are passionate, driven, entrepreneurial and collaborative, while having a lot of fun along the way.

Job Overview

The Financial Analyst Specialist is responsible for budgeting, forecasting, financial analysis, reporting and financial process development. This individual will be accountable for providing sound financial analysis to support development of business strategies, drawing insights from internal accounting and financial reports, and communicating findings to key stakeholders.

Essential Functions

• Analyze the Bloomingdale's expense structure to identify opportunities for cost savings. Bring issues to the forefront with Finance management to exploit opportunities and mitigate risks.
• Provide analysis throughout the year to identify opportunities to drive sales and overall profit improvement.
• Collaborate with internal partners to develop Annual/Seasonal plans. Provide guidance in season to ensure established budgets are achieved.
• Consistently analyze, review, and communicate both short term and long-term initiatives. The candidate must understand the obstacles and benefits to implementation of key initiatives and measure success through key KPIs.
• Complete the month end financial forecast and close process for portions of assigned expense work centers, including the preparation and documentation of forecasts, journal entries, financial statement review and commentary to senior management highlighting variances to the financial plan.
• Regular, dependable attendance & punctuality.
• Perform other duties as assigned.

Qualifications

• Bachelor's degree from a 4‑year college or university.
• 2+ years of related experience.
• Must be proficient in advanced Excel functionality, Word and PowerPoint.
• Practices open and continuous communication, values keeping others informed, effectively presenting information in a clear, concise manner.
• Ability to think creatively, strategically and technically.
• Highly organized and detail-oriented, with a focus on maintaining accuracy in all tasks.
• Ability to work a flexible schedule based on department and company needs.

This job description is not all inclusive; additionally, Macy's, Inc. reserves the right to amend this job description at any time. Macy's, Inc. – including Macy's, Bloomingdale's, and Bluemercury – is an equal opportunity employer, committed to a diverse and inclusive work environment.