UNFI · 1 week ago
Senior Finance Analyst - Retail - Remote
United States
Full-time
Remote
Senior Level
5+ years expUNFI is North America’s premier grocery wholesaler, delivering a wide variety of products to community grocers and retail chains. The Senior Finance Analyst - Retail will support the Manager Finance - Retail by managing key forecasting processes, segment reporting, and data-driven analytics to enhance decision-making across the Retail organization.
Food and BeverageHealth CareHospitalityOrganic Food
Responsibilities
Support creation, maintenance, and enhancement of Retail forecast models including scenario modeling, trend analysis, and driver-based forecasting
Develop and automate enterprise reporting for weekly, monthly, and quarterly reporting cycles including consistent refresh of KPIs and dashboards for the Retail Executive Team
Build and maintain KPI dashboards using Power BI or Tableau including data models, visualizations, and automated refresh logic
Own centralized reporting for Retail including consolidation of inputs from Commercial Finance and Operations Finance to produce a unified view of financial performance
Partner closely with both Commercial Finance and Operations Finance to gather insights, validate assumptions, and ensure alignment in forecast inputs and reporting outputs
Prepare financial analysis that connects performance trends, operational drivers, and cross functional impacts for executive consumption
Utilize SQL, Essbase, and SmartView to extract, transform, and synthesize large datasets into actionable analysis
Serve as a SME on Retail reporting data sources including Essbase cubes, SmartView templates, SQL tables, and BI datasets; recommend enhancements to improve accuracy and efficiency
Take a leadership role in improving data governance, reporting standardization, and automation within Retail FP&A
Support monthly close activities including variance analysis, reporting, insights, and review packages for senior leadership
Produce executive ready reporting decks, summary materials, and insights for forecast reviews, budget cycles, and performance updates
Partner with the Retail Senior FP&A Manager to drive process improvements, enhance planning tools, and elevate analytics maturity
Work cross functionally on special projects related to reporting modernization, model upgrades, and dashboard enhancements
Performs other duties as assigned
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or related field
Minimum 5 years FP&A, corporate finance, analytics, or related experience
Required experience with SmartView and Essbase including building queries, retrieving financials, and managing templates
Demonstrated experience improving reporting processes and implementing automation enhancements
Strong understanding of FP&A fundamentals including forecasting, budgeting, variance analysis, and financial modeling
Advanced data analytics skill set including SQL proficiency for data extraction, transformation, and automation
Power BI or Tableau dashboard development experience including visuals, DAX or calculated fields, and data model construction
Strong Excel and modeling skills including driver-based forecasting and sensitivity analysis
Ability to translate complex data into executive ready insights and clear, concise explanations
Strong communication skills with proven ability to partner across multiple finance teams and executive leadership
Ability to manage multiple priorities within tight deadlines and provide accurate deliverables
High attention to detail, strong organizational skills, and ability to ensure data integrity across reporting systems
Ability to work independently while collaborating effectively across Retail Finance and cross functional partners
Good judgment is required for this position as there may be times when direct supervision may not be immediately available
Preferred
Advanced degree or MBA
Experience in retail or multi-unit environments is strongly preferred
Benefits
401k
Flexible PTO plan
Remote
Health benefits – first of the month following 30 days of employment
Mentorship program/developmental opportunities
Paid Time Off
Sick Time
Paid holidays and parental leave
Medical, dental, vision, life, and accidental death/dismemberment insurance
Short-term and long-term disability insurance program
Flexible Spending Account and/or Health Savings Account
Company
UNFI
UNFI is North America’s Premier Food Wholesaler.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$507.1M2024-04-25Post Ipo Debt· $500M
2014-07-15Post Ipo Equity· $7.1M
1996-11-01IPO
Leadership Team
Sandy Douglas
Chief Executive Officer
Giorgio Matteo Tarditi
President and CFO
Recent News
Digital Commerce 360
2025-12-17
San Gabriel Valley Tribune
2025-12-03
Company data provided by crunchbase