Financial Planning Specialist

Bloomingdale's Inc.; New York (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401k

Medical insurance

Dental insurance

Vision insurance

PTO

Holidays

Job summary

Bloomingdale’s, a premier fashion retailer in New York, seeks a Financial Analyst Specialist to support budgeting, forecasting, financial analysis, and reporting. You will draw insights from internal accounting data and communicate findings to key stakeholders.

You will analyze expenses to identify cost savings, help develop annual and seasonal plans, monitor KPIs, and complete month-end forecasts. The role requires strong Excel, Word, PowerPoint skills and a detail-oriented mindset.

Qualifications

• Bachelor’s degree from a four-year college or university.
• 2+ years of related experience.
• Proficient in advanced Excel, Word and PowerPoint.
• Strong communication and presentation skills.
• Creative, strategic, and technical thinking.
• Highly organized with meticulous attention to detail.
• Flexible schedule as required by department needs.

Responsibilities

• Analyze expense structure to identify cost saving opportunities.
• Provide year-round analyses to drive sales and profit.
• Collaborate on annual/seasonal plans and budgets.
• Communicate key initiatives and measure KPI impact.
• Complete monthly forecast and close for assigned cost centers.
• Perform other duties as assigned.

Skills

Analytical skills

Communication

Attention to detail

Time management

Education

Bachelor’s degree

Tools

Excel

Word

PowerPoint

Job description

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.
• 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.

• This position may be eligible for performance-based incentives/bonuses. Benefits include 401k, medical/vision/dental/life/disability insurance options, PTO accruals, Holidays, and more. Eligibility requirements may apply based on location, job level, classification, and length of employment.

Job Info

• Job Identification 85394
• Job Category Finance
• Posting Date 08/13/2026, 01:36 PM
• Locations 2807 Jackson Ave, Long Island City, NY, 11101, US