Financial Planning Specialist - Strategic Budgets

Bloomingdale's; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Bloomingdale's in New York is seeking a Financial Analyst Specialist to drive budgeting, forecasting, and financial analysis to support business strategies. You will draw insights from internal accounting reports and present findings to key stakeholders.

You will partner with cross-functional teams to develop annual and seasonal plans, monitor KPIs, and manage the month-end forecast and close process. The role requires strong Excel, Word, PowerPoint skills and a proactive, detail-oriented

Qualifications

• Bachelor's degree from a 4-year college or university.
• 2+ years of related experience.
• 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 Bloomingdale's expense structure to identify opportunities for cost savings and inform Finance management.
• Provide analysis throughout the year to identify opportunities to drive sales and overall profit improvement.
• Collaborate with internal partners to develop Annual/Seasonal plans and guide execution to meet budgets.
• Communicate KPIs and monitor short- and long-term initiatives; assess obstacles and benefits of initiatives.
• Complete the month end financial forecast and close process for portions of assigned expense work centers, including 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.

Skills

Financial analysis

Forecasting

Budgeting

Communication

Attention to detail

Education

Bachelor's degree (4-year college)

Tools

Excel

Word

PowerPoint

Job description

Bloomingdale's in New York is seeking a Financial Analyst Specialist to drive budgeting, forecasting, and financial analysis to support business strategies. You will draw insights from internal accounting reports and present findings to key stakeholders.

You will partner with cross-functional teams to develop annual and seasonal plans, monitor KPIs, and manage the month-end forecast and close process. The role requires strong Excel, Word, PowerPoint skills and a proactive, detail-oriented