The Financial Data Analyst is responsible for providing financial planning, analysis, and decision support to drive performance across the organization. This role partners closely with the Retail Controller and cross-functional stakeholders to deliver accurate forecasting, insightful variance analysis, and value-added business recommendations. The Analyst plays a key role in optimizing financial and analytical processes, enhancing data integrity, and translating complex financial information into clear, actionable insights for leadership.
Financial Planning & Analysis
- Prepare and analyze daily, monthly, quarterly, and annual financial reports, forecasts, and performance dashboards.
- Perform detailed variance analysis of actual results versus budget, forecast, and prior periods; investigate and document unusual items.
- Develop trend analyses and quantitative models to identify performance drivers, risks, and opportunities.
- Support budgeting and forecasting processes, including scenario and sensitivity analyses to inform strategic decision-making.
Business Partnership & Decision Support
- Partner closely with operational teams to support financial reporting and business performance analysis.
- Provide value-added insights and recommendations to improve profitability, efficiency, and business outcomes.
- Assist in preparing management presentations, discussion materials, and executive-ready reporting that highlights key issues and opportunities.
- Establish and maintain strong working relationships with internal stakeholders and other key business partners.
Reporting, Data Integrity & Process Optimization
- Own and maintain key financial models, reports, and schedules; update and enhance them as business needs evolve.
- Document, evaluate, and improve reporting and analytical processes to ensure accuracy, consistency, and scalability.
- Work to optimize financial and analytical workflows with a strong focus on data integrity, controls, and automation.
- Create and publish visual metrics and dashboards to clearly communicate business performance and trends.
Special Projects & Analytics
- Support special projects, and ad hoc analyses, including initiatives related to strategic investments.
- Participate in and lead small projects related to financial analysis, reporting enhancements, and process improvement.
- Assist with the development and monitoring of key operating and financial metrics in collaboration with the Retail Controller.
Required
- Bachelor’s degree in Finance, Accounting, Business, or a related field, or equivalent experience.
- 1–3 years of experience in financial analysis, FP&A, retail finance, or a related analytical role.
- Strong understanding of accounting principles, financial statements, and analytical methodologies.
- Advanced proficiency in Microsoft Excel and Microsoft Office (Word, PowerPoint); experience with financial reporting or BI tools strongly preferred.
- Strong analytical and organizational skills with high attention to detail
Preferred
- CPA, MBA, or other advanced degree
- Experience in retail, multi‑unit, or operationally complex environments
- Experience with process improvement methodologies (e.g. Six Sigma, project management, etc)
Competencies
- Strong analytical and problem-solving skills with a results-oriented mindset.
- Ability to translate complex financial data into clear, actionable business insights.
- Effective written and verbal communication skills across financial and non-financial audiences.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Collaborative, proactive, and adaptable, with the ability to work independently and as part of a team