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ALDI USA · 1 day ago

Senior Financial Analyst - Business Planning,

Batavia, IL

Full-time

Hybrid

Mid, Senior Level

$116K/yr - $132K/yr

7+ years exp

ALDI USA is a leading grocery retailer focused on providing excellent service and support to its operations. They are seeking a Senior Financial Analyst for Business Planning to manage financial forecasting, budgeting, and reporting while collaborating with leadership to enhance efficiency and effectiveness. The role involves developing financial models, conducting economic analyses, and supporting strategic recommendations for the business.

Consumer GoodsGroceryRetailShopping

Responsibilities

Communicates and informs leadership of status and results of assigned tasks in an accurate and timely manner

Advises on any changes or actions to improve the efficiency and effectiveness of the team

Informs management of recurring issues or when additional team training may be required

Serves as key financial planning contact for divisional vice presidents and corporate cost center owners, developing monthly P&L forecasts and annual budgets. Reviews, understands and incorporates local business impacts and communicates the consolidated business story to senior leadership

Identifies, develops and maintains forecast processes and financial models for a rapidly changing business; understands business challenges, proposes and creates solutions

Partners directly with divisional and corporate leadership to translate financial information to non-financial users and support strategic recommendations

Conducts macro and micro-economic analyses and plans for impacts to business development, communicates with management appropriately

Reviews financial results, researches variances to forecast and budget, identifies exceptions, inconsistencies and actionable opportunities for improvement

Coordinates and completes monthly, quarterly, and annual reporting to support leadership, Board meetings, and decision-making at the US and global levels

Evaluates financial projections to forecast short and long-term operational liquidity needs, making short-term investment decisions and recommending debt issuance, repayment, and restructuring decisions to senior leadership

Completes ad hoc data analysis, projects, and financial models as needed by the business

Assists leadership and leads implementation and rollouts of large-scale projects, including the annual budget and target-setting processes

Identifies, develops and maintains effective relationships with business partners and cross-functional teams at all levels of the organization

Analyzes working procedures to identify, develop and implement best practices

Assists in training and developing team members to retain a motivated and professional workforce

Collaborates with team members and communicates relevant information to leadership

Upholds the security and confidentiality of documents and data within area of responsibility

Other duties as assigned

Qualification

Financial PlanningFinancial AnalysisMicrosoft ExcelSAPBudgetingCommunicationCollaborationProblem SolvingAttention to Detail

Required

Bachelor's Degree in Accounting, Finance or a related field required

A minimum of 7 years of progressive experience in Accounting or Finance required

Advanced proficiency with Microsoft Excel required

Must be able to perform duties with or without reasonable accommodation

Communicates and informs leadership of status and results of assigned tasks in an accurate and timely manner

Advises on any changes or actions to improve the efficiency and effectiveness of the team

Informs management of recurring issues or when additional team training may be required

Serves as key financial planning contact for divisional vice presidents and corporate cost center owners, developing monthly P&L forecasts and annual budgets

Reviews, understands and incorporates local business impacts and communicates the consolidated business story to senior leadership

Identifies, develops and maintains forecast processes and financial models for a rapidly changing business

Understands business challenges, proposes and creates solutions