Sr Financial Analyst - Cost Change Support

H-E-B; San Antonio (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

H-E-B in Texas seeks a Senior Financial Analyst to perform research and deliver financial analyses for corporate planning decisions. You will build scalable models, dashboards, and frameworks while using SQL and Python to drive insights across Finance, Merchandising, Procurement, Pricing and Operations.

Ideal candidates have 6–8 years in financial analysis, experience with SQL/Python, and proficiency in Tableau or Power BI.

Qualifications

• 6–8 years of experience in financial analysis.
• Experience with SQL or Python preferred.
• Experience with BI/Reporting Tools such as Tableau, PowerBI.

Responsibilities

• Apply broad business knowledge and problem-solving to guide decisions.
• Synthesize financial, operational, and market information to surface insights.
• Consult with leaders to understand opportunities, risks, and implications.
• Develop strategic recommendations for senior leaders aligned to priorities.
• Create scalable tools, models, dashboards, and decision frameworks.
• Use SQL, Python, and related technologies to build scalable solutions.
• Project manage cross-functional initiatives from discovery to implementation.
• Mentor teammates and share knowledge across Finance and Partners.

Skills

SQL

Python

BI tools

Tableau

Power BI

Forecasting

Budgeting

Communication

Project Management

Retail Finance

Education

Related degree or equivalent in related field

Tools

Tableau

Power BI

Job description

Responsibilities

Job Summary: As a Senior Financial Analyst, you will perform research work and prepare financial analysis necessary to make essential Corporate planning decisions.

Key Responsibilities & Essential Functions:

Analytics:

• Apply broad business knowledge and advanced problem-solving skills to connect information, challenge assumptions, and guide teams toward better decisions.
• Synthesize complex financial, operational, and market information to surface insights, clarify tradeoffs, and support strategic choices.
• Consult with leaders to build shared understanding of business opportunities, risks, assumptions, and implications.
• Discover and create new ways to use information, technology, and business context to improve decisions and results.
• Develop strategic recommendations for senior leaders by connecting opportunities to business priorities, customer needs, and expected outcomes.
• Create scalable tools, models, dashboards, and decision frameworks that help teams explore options and act with confidence.
• Use SQL, Python, and similar technologies to create scalable solutions, accelerate discovery, and expand the team’s strategic capabilities.
• Explore external market trends, supplier insights, commodity drivers, competitive dynamics, and industry developments to shape business strategy and identify emerging opportunities.
• Identify opportunities to automate, simplify, and improve existing processes and analytical workflows.
• Project and program manage cross-functional initiatives from discovery through implementation, aligning stakeholders, defining outcomes, and driving progress.

Advising:

• Acts as consultant on P&A programs, processes, policies
• Translate large and complex datasets into clear, actionable insights and recommendations for leaders and business partners.
• Serve as a strategic thought partner across Finance, Merchandising, Procurement, Pricing, and Operations—consulting with business leaders to frame opportunities, shape strategies and solutions, and translate complex challenges into actionable plans that influence business outcomes.

Project Management:

• Develops and implements performance improvement strategies, evaluates ongoing project performance
• Participates in cross-departmental projects
• Leads cross-functional special projects as necessary

Training / Mentoring:

• Trains, mentors, and transfers knowledge to fellow team members
• May provide work leadership for lower level employees

The responsibilities and essential functions outlined above describe the general nature and level of work assigned to this position. This is not an exhaustive list of all duties, responsibilities, and skills required. Duties and responsibilities may be modified at any time based on business needs. Employees may be required to perform other job-related tasks as requested by their supervisor, subject to reasonable accommodations.

Qualifications & Key Requirements:

Work Experience:

• 6 - 8 years of experience in financial analysis
• Experience with SQL or Python preferred
• Experience with BI/Reporting Tools such as Tableau, PowerBI, or others

Knowledge/Skills/Abilities:

• Working knowledge of retail accounting-finance principles related to developing forecasting / budgeting / decision models
• Excellent interpersonal and communication skills
• Advanced level facilitation and project management skills
• Advanced PC skills
• Ability to effectively work / communicate with all levels of management and Partners
• Ability to work complex issues with senior management using highly-developed influencing skills
• Ability to manage large-scale projects from conception to implementation
• Ability to produce work that impacts management decisions and business results
• Ability to work effectively and efficiently with little supervision
• Self-directed; motivated to get results independently
• Strong attention to detail

Education:

• A related degree or comparable formal training, certification, or work experience

Licenses/Certifications:

Physical Demands & Working Conditions:

• Function in a fast-paced, retail, office environment
• Travel by car or airplane with overnight stays
• Sit for extended periods of time
• Work extended hours

The work environment characteristics described here are representative of those a Partner encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.