Senior Financial Analyst

Core-Mark; Westlake (TX); 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

Core-Mark, a leader in consumer goods distribution, seeks an FP&A Senior Analyst in Westlake, TX. You will support annual budgeting, forecast processes, and provide insightful financial analysis to senior leadership. The role requires collaboration across departments and regular in-office work four days weekly.

The ideal candidate has 3–5 years of financial analysis experience, strong Excel skills, and a strategic, analytical mindset to drive improvements in financial planning and performance.

Qualifications

• Bachelor's Degree in Finance or relevant field
• Minimum of 3-5 years' experience in financial analysis
• Master's Degree preferred
• CFA or CPA preferred
• Experience with SAP, EPM/BPC, PowerBI, and Cognos
• High proficiency with Microsoft Excel; Macro and Visual Basic programming

Responsibilities

• Lead reporting process and analysis of actual results.
• Prepare margin analysis, expenses monitoring and control; proactively provide analysis and recommend solutions for business process improvement
• Assist with the Company's annual business plan and forecasts, including consolidation, review, and presentation which requires extensive cross-departmental teamwork.
• Prepare / Review customer profitability analyses for new and existing accounts.
• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
• Response to non-routine and ad-hock requests for financial information and analyses.
• Performs other related duties as assigned.

Skills

Analytical skills

Quantitative reasoning

Communication skills

Financial acumen

Forecasting knowledge

Education

Bachelor's Degree in Finance

Master's Degree

CFA or CPA

Tools

SAP

EPM/BPC

PowerBI

Cognos

Excel (Macros)

Job description

Company Description:

Core-Mark continues to grow as the industry leader in fresh and broadline solutions for the convenience retail industry. With a reputation for empowering customers, employees, and communities, Core-Mark has become the largest, most comprehensive marketer of consumer goods in North America - offering a full range of products, programs, and solutions to convenience operators across the U.S. and Canada.

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.

*NO RELOCATION. MUST LIVE WITHIN DRIVING DISTANCE OF WESTLAKE TEXAS

*NOT ELIGIBLE FOR VISA SPONSORSHIP NOW OR IN THE FUTURE

Position Purpose:

The company's corporate financial planning and analysis group serves as the critical support partner for the executive leadership team (CEO, CFO, COO & SVPs). The team is responsible for the development and/or analysis of strategic, financial, and operational aspects of the company's strategic initiatives and plays a critical role in the future growth and success of the company overall. As a key member of the FP&A team, the Senior Analyst primary responsibilities are to support the development of the annual budget, lead the reporting process and the preparation analysis of operating results and other complex ad hoc financial analyses required for the profitable and responsible growth of the business. In order to succeed, this individual will utilize relationship building, strong analytical skill-sets and a continuous improvement attitude to lead our reporting process and provide insightful analytics.

This role is based at our corporate headquarters based in Westlake, TX (Dallas-Fort Worth area). This will require working in office at least 4 days per week with flexibility to work from home 1 day per week.

Primary Responsibilities:

• Lead reporting process and analysis of actual results.
• Prepare margin analysis, expenses monitoring and control; proactively provide analysis and recommend solutions for business process improvement
• Assist with the Company's annual business plan and forecasts, including consolidation, review, and presentation which requires extensive cross-departmental teamwork.
• Prepare / Review customer profitability analyses for new and existing accounts.
• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
• Response to non-routine and ad-hock requests for financial information and analyses.
• Performs other related duties as assigned.

Desired Skills:

• Excellent quantitative, reasoning and analytical skills.
• Effective Communication Skills (Written & Verbal); ability to communicate effectively across functional groups and across varying levels of the organization
• Demonstrated and proven financial business acumen.
• Excellent organization skills and demonstrated proficiency in handling multiple projects and deadlines
• Ability to adapt quickly, self-motivated and able to work on new tasks independently
• Solid knowledge of accounting, financial analysis and forecasting
• An analytical mind with a strategic ability

Benefits:

Qualifications:

• Bachelor's Degree in Finance or relevant field of study
• Minimum of 3-5 years' experience in financial analysis

Preferred qualifications:

• Master's Degree
• CFA or CPA
• Experience with SAP, EPM/BPC, PowerBI, and Cognos
• High level of proficiency with Microsoft Excel. Macro and Visual Basic programming

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.