Manager, Financial Planning & Analysis

Ross Stores; Dublin (CA); On-site; USD 125,800 - 206,650; Full time

Job summary

Ross Stores in Dublin, California is seeking a Manager for Financial Planning & Analysis. This role involves long-term planning, budgeting, and forecasting, requiring a Bachelor's degree and 5-7 years of relevant experience. The ideal candidate will possess strong analytical and communication skills, and familiarity with Hyperion software. A CPA or MBA is preferred. The position offers a base salary range of $125,800 – $206,650 depending on experience and qualifications, within a diverse and collaborative team environment.

Qualifications

• Minimum 5-7 years of experience in financial planning and analysis.
• Strong familiarity with budgeting and forecasting processes.
• Dynamic and self-motivated, able to work in a fast-paced environment.

Responsibilities

• Manage long-term planning and annual budgeting processes.
• Prepare weekly, monthly, and quarterly financial reports.
• Engage with business partners for substantial forecast changes.

Skills

Analytical ability

Communication skills

Collaboration

Strong Excel skills

Education

Bachelor's degree in Finance, Economics, or Accounting

CPA or MBA

Tools

Hyperion

Excel

PowerPoint

Job description

Our values start with our people, join a team that values you!

Bring your talents to Ross, our leading off‑price retail chain with over 2,200 stores, and a strong track record of success and growth. Our focus has always been bringing our customers a constant stream of high‑quality brands and on‑trend merchandise at extraordinary savings. All while providing a fun and exciting treasure hunt experience.

As part of our team, you will experience:

• Success. Our winning team pursues excellence while learning and evolving
• Career growth. We develop industry leading talent because Ross grows when our people grow
• Teamwork. We work together to solve the hard problems and find the right solution
• Our commitment to Diversity, Equality & Inclusion, and our community. We celebrate the backgrounds, identities, and ideas of those who work and shop with us because our differences make us stronger. We strive to be a positive force in our community.

General Purpose

The Company seeks an intellectually curious and self‑motivated Manager to join a high‑performing team responsible for the long‑term planning, forecasting, and reporting processes at Ross. This candidate will work cross‑functionally across the business to deliver comprehensive financials and supporting analyses to senior leadership. The Manager will report to the Sr. Director, Financial Planning & Analysis and interact frequently with other executives within Finance.

Base salary range: $125,800 – $206,650. The base salary range is dependent on factors including experience, skills, qualifications, relevant education, certifications, seniority, and location. This is only one component of the total compensation package for employees. Other rewards vary by position and location.

Essential Functions

Long Term Planning / Annual Budgeting

• Manage the long‑term process to ensure a timely completion of key deliverables
• Develop budget guidance for the planning process
• Set targets and issue challenges to business partners
• Manage the bottom‑up calculations for key P&L line items
• Partner with stakeholders across the organization to roll up the P&L
• Support senior executives with scenarios and analyses to make decisions throughout the process
• Prepare executive‑level presentations and support materials for annual Board Meetings

Forecasting

• Manage the weekly forecast process and prepare a comprehensive summary for executive review
• Engage with business partners to understand and explain all substantial forecast changes to senior leadership
• Support the CFO and Investor Relations team with forecasted financial statements, earnings guidance models, and earnings scenarios
• Support the ongoing evolution of the forecasting process by leveraging Hyperion to automate and enhance existing processes

Reporting / Ad‑hoc Analysis

• Prepare weekly, monthly, and quarterly financial reports including analysis of business performance, inventory levels, and balance sheet data
• Provide ongoing analytical support to influence strategic direction, guide investor relations activities, and inform senior management and Board‑level discussion
• Provide ad‑hoc analysis for senior management whenever necessary, ensuring tight deadlines are always met

Competencies

• People
  • Building Effective Teams
  • Developing Talent
  • Collaboration
• Self
  • Leading by Example
  • Communicates Effectively
  • Ensures Accountability and Execution
  • Manages Conflict
• Business
  • Business Acumen
  • Plans, Aligns and Prioritizes
  • Organizational Agility
  • Drives Results
  • Teamwork, Influencing Others
  • Analysis and Judgment
  • Technical Skills
  • Planning and Organizing
  • Problem Solving

Qualifications and Special Skills Required

• Bachelor’s degree required (preferably in an analytical field such as Finance, Economics, Accounting, etc.)
• CPA or MBA preferred
• Minimum 5‑7 years post‑college experience with demonstrated success at increasing levels of responsibility
• Strong familiarity with core financial planning and analysis processes including budgeting, forecasting and financial control process design
• Prior experience with EPM software (e.g., Hyperion, Cognos, TM1, SAP, etc.) preferred
• Outstanding analytical ability – data driven approach to solving problems, strong quantitative skills, and ability to connect the dots
• Prior retail or related experience preferred (but not required)
• Dynamic and self‑motivated – dedicated and driven to operate in a fast‑paced and changing retail environment
• Excellent communication skills – clearly communicate results and implications of analysis verbally and in writing
• A detail‑oriented approach – pay extremely close attention to details and have the drive to get things right
• Relationship building – build effective working relationships with a broad range of people across the organization
• Strong fundamental business technical skills – very strong Excel modeling skills, proficiency in PowerPoint, and ability to learn Hyperion
• Demonstrated ability to use discretion in handling highly sensitive confidential information

Physical Requirements / ADA

Job requires ability to work in an office environment, primarily on a computer. Requires sitting, standing, walking, hearing, talking on the telephone, attending in‑person meetings, typing, and working with paper/files. Consistent timeliness and regular attendance. Vision requirements: ability to see information in print and/or electronically.

Supervisory Responsibilities

None

Disclaimer

This job description is a summary of the primary duties and responsibilities of the job and position. It is not intended to be a comprehensive or all‑inclusive listing of duties and responsibilities. Contents are subject to change at management's discretion.

Ross is an equal employment opportunity employer. We consider individuals for employment or promotion according to their skills, abilities and experience. Ross is committed to complying with all applicable laws prohibiting discrimination based on race, color, religious creed, age, national origin, ancestry, physical, mental or developmental disability, sex, veteran status, marital or registered domestic partnership status, medical condition, genetic information, gender, gender identity, gender expression, sexual orientation, as well as any other category protected by federal, state or local laws.