Financial Planning Specialist

Bloomingdale's; New York (NY); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

401k matching

Medical, dental, vision insurance

PTO accruals

Paid holidays

Job summary

Bloomingdale's is seeking a Financial Analyst Specialist in New York to support budgeting, forecasting, and financial analysis. The role focuses on developing financial insights to guide business strategies and communicating findings to stakeholders.

Responsibilities include cost analysis, seasonal planning, and month-end close for selected cost centers, with emphasis on accuracy, collaboration, and timely reporting. This position offers incentive opportunities and comprehensive benefits.

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.

Responsibilities

• Analyze expense structure to identify cost-saving opportunities.
• Provide year-round analysis to drive sales and profit.
• Collaborate to develop Annual/Seasonal plans and budgets.
• Guide seasonal planning to ensure budgets are met.
• Complete month-end forecast and close for assigned cost centers, with variance commentary.
• Maintain regular attendance and punctuality.
• Perform other duties as assigned.

Skills

Advanced Excel

Word

PowerPoint

Financial analysis

Budgeting

Forecasting

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Microsoft 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

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 centres, 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.

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. Additional benefit details are available at bloomingdalesJOBS.com.