Senior Financial Analyst, Hybrid Store Ops Forecasting

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

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.