Sr Financial Analyst - Fresh

H.E.B.; San Antonio (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

H-E-B in San Antonio, TX is seeking a Senior Financial Analyst to perform research and prepare financial analyses to improve and grow the business, aligned with the Fresh side of the H-E-B business, with a likely focus on the Meat and/or Seafood teams.

You will build forecasts, budgets, and provide strategic financial guidance to Merchants, leading cross-functional projects and high-impact initiatives for the organization.

Qualifications

• Working knowledge of retail accounting-finance principles related to forecasting/budgeting/decision models.
• Excellent interpersonal and communication skills.
• Advanced level facilitation and project management skills.
• Advanced PC skills with emphasis on Excel, PowerPoint, Tableau, and SQL.

Responsibilities

• Designs and develops analytical processes focused on delivering financial solutions.
• Performs highly complex analyses to support strategic program decisions.
• Evaluates scorecards of innovative programs to measure effectiveness.
• Regular financial reporting on cadence (week/period/quarter) and ad hoc analyses for Merchant leadership.
• Builds and manages annual department budget.

Skills

Retail accounting/finance principles

Interpersonal/communication

Facilitation/project management

Excel

PowerPoint

Tableau

SQL

Storytelling with visualization

Education

Related degree or comparable training/experience

Tools

Excel

PowerPoint

Tableau

SQL

Job description

Responsibilities

Job Summary: As a Senior Financial Analyst, you will perform research work and prepare financial analysis necessary to improve and grow the business. This role is intended to be aligned with the Fresh side of the H-E-B business, with a likely focus on the Meat and/or Seafood teams.

Key Responsibilities & Essential Functions:

Analytics:

• Designs and develops analysis processes focused on providing a financial solution
• Performs highly complex analysis of information used to make decisions on implementation of strategic programs and changes
• Evaluates / scorecards innovative, strategic programs to measure effectiveness
• Performs regular financial reporting on a consistent cadence (week, period, quarter) as well as ad hoc, project-based analysis, both in support of a specific Merchant department and its leadership team
• Build and manage annual department budget

Advising:

• Acts as consultant on P&A programs, processes, policies
• Acts as strategic advisor to Merchant team on category strategy, financial performance, and other areas to drive business results

Project Management:

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

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
• Preferred: some working experience in the retail meat and/or seafood industry

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, with particular attention to Excel, Powerpoint, Tableau, and SQL
• Ability t o stor ytell beyond a nalysis with the us e of a dvanced vi sualiz ation t echniques
• Ability to effectively communicate with all levels of management and Partners
• Ability to build relationships and 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/Certificatio ns (preferred, not required):

• CPA
• CMA

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.