Senior Financial Analyst

Pivotal Retail Group; Dublin (CA); Hybrid; USD 85,000 - 120,000; Full time

Job summary

Pivotal Retail Group is seeking a Senior Financial Analyst to provide financial leadership for Store Operations expenses and capital spend. You will maintain strong controls, ensure forecast accuracy, and deliver actionable insights in partnership with Store Operations and Store Finance leadership.

You will lead monthly forecasting, support the annual budget and 5-year plan, and drive continuous improvement of store finance processes with regular collaboration across finance and operations.

Qualifications

• Bachelor's degree required (preferably analytical field).
• 2–4 years of relevant work experience, with planning and forecasting experience desirable.
• Approximately 2 years of experience at the Senior Analyst level or equivalent demonstrating increased financial ownership.

Responsibilities

• Provide financial leadership and support for Store Operations Expense and Capital spend by maintaining strong financial controls and forecast accuracy.
• Partner with account and project owners to understand drivers, risks, and opportunities affecting financial performance.
• Lead monthly capital and expense forecasting, reconciling variances and providing clear insights.
• Support Store Operations Annual Budget and 5-Year Plan, updating templates and identifying risks and opportunities.
• Prepare CER materials with capital project owners and Finance partners; ensure thorough review.

Skills

Advanced Excel Knowledge

PowerPoint Proficiency

Excellent communication

Organizational agility

Education

Bachelor's degree

Tools

Microsoft Access

Job description

The Senior Financial Analyst will provide financial leadership and support for Store Operations Expense and Capital spend. This role is responsible for maintaining strong financial controls, ensuring forecast accuracy, delivering actionable insights, and partnering with Store Operations and Store Finance leadership to support informed decision making. The position will lead key forecasting and planning activities while driving continuous improvement across Store Finance processes.

Duties and responsibilities

• Provide financial leadership and support for Store Operations Expense and Capital spend by maintaining strong financial controls, ensuring forecast accuracy, and delivering actionable insights.
• Partner closely with account and project owners to understand business drivers, key assumptions, risks, and opportunities impacting financial performance.
• Lead monthly capital and expense forecasting activities for both new and existing stores, including reconciling, consolidating, and submitting forecast changes. Monitor and research significant variances versus budget, prior forecast, and actuals, providing clear insights and explanations.
• Support the Store Operations Annual Budget and 5-Year Plan processes, including reviewing and updating budget templates, validating assumptions, and identifying risks and opportunities to ensure submissions are accurate and complete.
• Partner with capital project business owners and Finance team partners to prepare Capital Expenditure Request (CER) materials. Ensure all materials are thoroughly reviewed and analyzed prior to submission.
• Prepare financial reports and analysis for Store Finance Leadership and Store Operations Leadership reviews to support informed discussions and decision making.
• Drive continuous improvement of Store Finance processes by developing and maintaining standardized processes, documentation, and reporting tools that enhance efficiency, consistency, scalability, and data integrity.
• Role requires regular collaboration with Store Finance, Store Operations, project owners, and leadership.

Qualifications

Education

• Bachelor's degree required (preferably in an analytical field).

Experience

• Minimum 2-4 years of relevant work experience, with planning and forecasting experience desirable.
• Approximately 2 years of experience at the Senior Analyst level or equivalent experience demonstrating increased financial ownership and responsibility.

Knowledge, skills, and abilities

• Clear understanding of basic financial concepts.
• Detail oriented, with a strong emphasis on accuracy and timeliness.
• Strong analytical ability - able to synthesize data, error check and reconcile own work, and design analysis to answer specific questions.
• Ability to manage pressure, multiple tasks, deadlines, and rapidly changing priorities.
• Ability to build relationships with a wide variety of internal contacts and effectively communicate and partner with multiple levels, from peers to Senior Leaders.
• Strong financial and technical skills, with proficiency in Microsoft Excel and PowerPoint required. Experience with Microsoft Access or other financial reporting and data tools preferred.
• Must be trustworthy with confidential data and other information.
• Advanced Excel Knowledge
• Communicates Effectively
• Ensures Accountability & ExecutionStrong Attention to Detail
• Organizational Agility
• Analysis and Judgement
• Leading by Example
• Plans, Aligns & Prioritizes

Working conditions

• Hybrid Role – M/F Remote – T/W/Th in office

Physical requirements

• 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, etc.
• Consistent timeliness and regular attendance
• Vision requirements: Ability to see information in print and/or electronically
• This role requires regular in-office presence, including engaging in in-person team interaction, meetings and collaboration, client support, mentoring, coaching, and/or feedback. However, this role can perform duties effectively using a combination of in-office and remote work.