Financial Analyst I - Health & Wellness

H-E-B - San Antonio, TX

San Antonio, TX

Food and Beverage Retailers

About the position

Corporate Planning & Analysis develops / maintains budgets and financial systems while providing current, reliable financial data, analysis, and technical info. As a Financial Analyst I, you will perform research work and prepare financial analysis necessary to make essential Corporate planning decisions. Once you're eligible, you'll become an Owner in the company, so we're looking for commitment, hard work, and focus on quality and Customer service. 'Partner-owned' means our most important resources--People--drive the innovation, growth, and success that makes H-E-B The Greatest Retailing Company.

Responsibilities

• Responsible for various financial functions such as budgeting, auditing, forecasting, analysis
• Responds to rate and budget questions; provides explanations to ensure management understanding
• Builds necessary relationships / alliances through delivery of meaningful, accurate, timely results on a consistent basis
• Reviews financial data and maintains documented records supporting financial forecasts used in the rate and budget area
• Applies knowledge / experience; provides credible, action-oriented analysis / recommendations to management
• Reports weekly actuals and forecasts profitability including but not limited to weekly bill-out by warehouse, sales, cogs, ad loss, clearance / markdowns, shrink / procurement revenue that involves trend analysis, economic research (macro / micro) and compare analysis
• Provides interpretation and explanation in a summary format that is delivered to senior management
• Works on ad hoc strategy-focused projects which aid senior management in business decision-making

Requirements

• A related degree or comparable formal training, certification, or work experience
• 3 years of related experience
• Strong analytical and time management skills
• Strong presentation skills
• Intermediate PC Skills
• Ability to successfully communicate with / influence upper level management
• Ability to produce work that impacts management decisions and business results
• Ability to manage large-scale projects from conception to implementation
• Strong attention to detail

Nice-to-haves

• 3 - 5 years of experience in related field