Senior Financial Analyst

PriceSmart; San Diego (CA); In loco; USD 88.000 - 105.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive pay

Bonus up to $2,500

Health benefits

401K

Employee Discounts

Education Assistance

Life Insurance

Meditation App

Pet Insurance

Employee recognition

Descrizione del lavoro

PriceSmart, Inc. in San Diego is seeking a Senior Financial Analyst, FP&A - Merchandising to partner with the Merchandising buying area. You will forecast sales and margin, analyze variances, and provide data-driven recommendations to support planning and performance.

You will build Power BI views, manage data loads, and support month-end close. The role requires 3+ years FP&A, strong Excel/PowerPoint, and bilingual English/Spanish, with multi-currency retail experience.

Competenze

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 3+ years of FP&A, commercial finance, or financial analysis.
• Retail/CP experience preferred; multi-country retail a plus.
• Fluent in English and Spanish (written and verbal).
• Solid understanding of retail P&L, sales, gross margin, inventory in multi-currency env.
• Advanced Excel and PowerPoint; experience building Power BI reports.

Mansioni

• Own monthly sales and margin forecast for the assigned buying area.
• Interpret YTD results, trends, seasonality; adjust forecast accordingly.
• Discuss forecast drivers with buyers and challenge unsupported assumptions.
• Prepare materials for monthly alignment meetings with area leaders.
• Analyze actual vs forecast/budget; explain variances and drivers.
• Build and maintain Power BI views; manage forecast data loads.
• Support month-end close; accruals and reconciliations as needed.

Conoscenze

English & Spanish

Advanced Excel

PowerPoint

Power BI dashboards

Data insights

Detail-oriented

Multi-priority management

Formazione

Bachelor's degree in Finance/Accounting

Strumenti

Planning Analytics (TM1)

Descrizione del lavoro

Hello, potential PriceSmart candidate. We’re on a mission to hire the very best, and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize the greatest contributions to the company can come from anywhere in the organization, and we know that the next one could be yours!

The Senior Financial Analyst, FP&A - Merchandising will serve as a finance partner to an assigned buying area within Merchandising, supporting the sales and margin forecasting process through financial analysis, business trend interpretation, and data-driven recommendations. Develop and maintain the buying area's forecast, identify variances, risks, and opportunities, and provide actionable insights to support forecast alignment and business planning. Ensure the accuracy and timeliness of forecast reporting, data loads, and related financial deliverables while supporting continuous improvements to reporting and forecasting processes.

What You'll Do

Sales and Margin Forecasting

• Own the monthly sales and margin forecast for the assigned buying area, working with buyers to move from the baseline to a final forecast.
• Interpret YTD results, historical trends, seasonality, and Buying and Operations insights to identify the key focus points each cycle where the forecast should be challenged or adjusted.
• Discuss forecast drivers, risks, and opportunities with buyers, and challenge assumptions that are not supported by the data.
• Prepare the materials for the monthly sales and margin alignment meetings with area leaders.

Financial Analysis and Business Planning

• Analyze actual results against forecast and budget, explaining key variances related to price, volume, mix, cost, and other relevant business drivers.
• Monitor forecast accuracy by country and department, identify recurring variances, and use findings to support improvements in subsequent forecast cycles.
• Support the annual budget and ad hoc merchandising analysis such as margin, pricing, and vendor funding.
• Adjust existing analytical approaches within established procedures to address identified business needs and improve the accuracy and relevance of financial analysis.

Reporting, Data & Systems

• Build and maintain Power BI views for the assigned buying area to support visibility into sales, margin, and forecast performance.
• Manage forecast data loads, validation, and reconciliation to ensure data accuracy, consistency, and timely availability.
• Collaborate with IT and FP&A partners on agreed improvements to forecasting processes, reporting, and automation.

Month-End Close Support

• Support month-end finance work for the buying area, such as accruals and reconciliations, in partnership with Accounting.

Other Responsibilities

• Work with the other Merchandising analysts to keep templates, methods, and reporting consistent across buying areas.

Who You Are

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 3+ years of experience in FP&A, commercial finance, or financial analysis.
• Retail, wholesale, or consumer products experience preferred. Membership club or international retail experience is a plus.
• Fluent in English and Spanish (written and verbal).
• Solid understanding of the retail P&L, including sales, gross margin, and inventory drivers, in a multi-currency environment.
• Advanced Excel skills and strong PowerPoint skills.
• Hands-on experience building reports and dashboards in Power BI.
• Experience with Planning Analytics (TM1) or a similar planning system.
• Working knowledge of accounting fundamentals, including accruals and month-end close. Experience in a SOX-compliant environment is preferred.
• Turns large amounts of data into a short list of clear, actionable points for non-finance audiences.
• Confident engaging with buyers and area leaders, including challenging assumptions constructively.
• Detail-oriented, with a strong track record of accurate, on-time recurring deliverables.
• Manages multiple priorities and monthly deadlines while working autonomously.
• Works effectively with a manager and stakeholders in other countries and time zones.
• Looks for ways to simplify and automate processes.
• Aligns with the Company's core values of Integrity, Excellence, and Community.

Some Important Intangibles

• You feel connected to our mission and values: Integrity, Excellence, Community
• You are a self-starter who doesn’t need direct supervision to motivate you for success
• You enjoy sharing your quirkiness and talents with your coworkers
• Enjoy working hard
• Full of energy for the things one sees as challenging
• The ability to remain calm when dealing with unforeseen constraints.
• The above description is designed to state the general nature and level of work performed in the function. It is not intended to contain or be construed as an exhaustive inventory of all job duties, responsibilities and qualifications required of employees assigned to this job. A complete job description may be made available to you through the hiring process.

We believe taking care of our people is the right thing to do. This is what we can offer for all your hard work:

• Competitive pay ($88,000 - $105,000)
• Bonus - up to $2,500
• Medical, Dental and Vision plans
• Employee Assistance Program
• Education Assistance Program
• 401K Contributions
• Life Insurance
• LTD
• PriceSmart Membership Card
• Pet Insurance
• Meditation App
• BenefitsHub for Employee Discounts
• Employee recognition
• Supportive, nurturing environment with many opportunities for learning and growth
• ...and more!

Our Commitment

We not only embrace and celebrate the diversity of our membership base and communities, but also strive to achieve the same in our employees. At PriceSmart, we are committed to equal employment opportunity, regardless of race, color, religion, national origin, gender, sexual orientation, age, disability, veteran status or any other class protected by applicable law. We are proud to be an equal opportunity employer.

Get to know us

PriceSmart was founded with a purpose to inspire and impact the lives and businesses of our Members, our employees and our communities through the ethical delivery of the best quality goods and services at the lowest possible prices.

Throughout the years, we have constantly asked ourselves how we can do more and have a greater impact. We want to prove that we are a company that can grow, be profitable and do good in the world, and we have learned that it takes a great organizational culture to achieve that goal.

At PriceSmart, you can look forward to company events, anniversaries celebrating our employees with more than 20, or 30 years of tenure, volunteering and learning opportunities, and just great company filled with curious, kind folks. Dreaming up and sharing ideas aren’t responsibilities reserved for certain teams or leaders; the challenge of building our own culture is on all of our shoulders. That sense of community and belonging keeps us excited to walk through the door everyday, wherever that door may be, in any of our 13 countries.