Senior Financial Analyst

Core-Mark; Richmond (VA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Day 1 Health & Wellness Benefits

Employee Stock Purchase Plan

401K Employer Matching

Education Assistance

Paid Time Off

Job summary

Performance Food Group, based in Richmond, VA, seeks a Senior Financial Analyst in FP&A to model and analyze financial data and support the capital planning process. This role contributes to annual plans and monthly forecasts, aggregating data from multiple business segments to ensure accuracy and provide insights.

The analyst will maintain and improve financial models, collaborate with departments for data, and deliver KPI inputs for strategic decisions, supporting the finance team with data

Qualifications

• Bachelor's degree in finance, accounting, or a related field.
• 4+ years of experience in financial planning & analysis or FP&A.
• Strong business acumen and analytical skills with high technical aptitude.
• Understanding of financial statements and finance concepts.
• Proven ability to learn new systems and processes quickly.
• Detail oriented with excellent organizational, problem solving, communication, and interpersonal skills.
• Experience collaborating across Finance, Accounting, and Senior Management.

Responsibilities

• Manage capital planning reporting, including data aggregation and executive materials.
• Build and assess CapEx models to evaluate investments.
• Monitor capital expenditures and ensure alignment with budgets.

Skills

Financial analysis

Capital planning

Excel

Data interpretation

Communication

Education

Bachelor's degree

Masters/MBA

Tools

IBM TM1

SAP S4

Job description

Company Description

Performance Food Group is a customer-centric foodservice distribution leader headquartered in Richmond, Va. Grounded by roots that date back to a grocery peddler in 1885, PFG has a nationwide network of approximately 150 distribution centers, 35,000-plus talented associates, and thousands of valued suppliers across the country. With the goal of helping customers thrive, PFG markets and delivers quality food and related products to independent and chain restaurants, schools, business and industry locations, convenience operations, healthcare facilities, vending distributors, office coffee service distributors, big box retailers, and theaters across the U.S.

Job Description

We Deliver the Goods

• Competitive pay and benefits, including Day 1 Health & Wellness Benefits, Employee Stock Purchase Plan, 401K Employer Matching, Education Assistance, Paid Time Off, and much more
• Growth opportunities performing essential work to support America's food distribution system
• Safe and inclusive working environment, including culture of rewards, recognition, and respect

Position Summary

The Senior Financial Analyst in the FP&A department will play a key role in financial modeling, data analysis, and capital planning. This position is responsible for maintaining and improving financial models, analyzing data to support strategic decisions, and managing the capital planning reporting process. The analyst will provide key inputs into the annual planning process and monthly forecasts. The position assists with the aggregation of planning data from the company's numerous business segments. The analyst will ensure the accuracy and reliability of financial data and provide insights into the company's financial plan.

Position Responsibilities

Capital Planning

• Manage the capital planning reporting process, including the aggregation of project financial data and creation of executive-quality reporting materials.
• Build and assess CapEx models to determine the financial impact of investments.
• Monitor capital expenditures and ensure alignment with budgets.

Financial Planning & Reporting

• Assist in the consolidation and review of budgets, forecasts, and financial plans.
• Prepare and present financial reports, including variance and trend analysis.
• Collaborate with other departments to gather data and provide financial insights.

Financial Modeling & Analysis

• Maintain and improve financial models for budgeting, forecasting, and decision making in support of the FP&A Manager.
• Analyze financial data to identify trends and provide insights for business decisions.
• Use working knowledge of the income statement, balance sheet and cashflow statement to generate and provide input on KPIs for finance.
• Ensure the accuracy and consistency of financial data in all analyses and reports.

Data Stewardship & Improvement

• Work on behalf of the finance team with system administrators and data specialists to maintain the integrity of financial data across systems, models and reports
• Continuously seek to improve financial processes and models.

Performs other related duties as assigned.

Benefits

Click Here for Benefits Information

Qualifications

• Bachelors
• 2 - 4 years
• Strong business acumen and analytical skills, with a high technical aptitude
• Understanding of financial statements and finance concepts
• Demonstrated ability to quickly learn new technologies, systems, and processes
• Detail oriented with excellent organizational, problem solving, communication, and professional interpersonal skills
• Demonstrated ability to work across functional areas, including Finance, Accounting, Senior Management
• Advanced proficiency with Microsoft Excel including use of VLOOKUP's, index(match) functions, conditional logic statements, and What-If analysis

Preferred qualifications

• Masters/MBA
• 4 - 6 years
• Intimate working knowledge of the income statement, balance sheet, and cashflow statement
• Experience with finance KPIs including corporate leverage, free cash flow, earnings per share, net working capital, etc.
• Experience working in the capital planning process including analysis and reporting of capital project financials and key metrics
• Familiarity with IBM TM1 and SAP S4 or other financial systems
• Experience working with large data sets, data models and hierarchies
• Experience working in a Corp FP&A or Business Unit FP&A capacity

EEO Statement

Performance Food Group and/or its subsidiaries (individually or collectively, the "Company") provides equal employment opportunity (EEO) to all applicants and employees, regardless of race, color, national origin, sex, marital status, pregnancy, sexual orientation, gender identity, religion, age, disability, genetic information, veteran status, and any other characteristic protected by applicable local, state and federal laws and regulations. Please click on the following links to review: (1) our EEO Policy; (2) the "EEO is the Law" poster and supplement; and (3) the Pay Transparency Policy Statement.