Senior Financial Analyst, Capital Investment & Forecast Management - Store Development

This position is responsible for development and delivery of clear and intuitive financial performance reporting and implementing processes that drive real-time business decisions relative to Store Development’s direct areas of influence and downstream impacts spanning construction cost to build, contract commitments, company strategic priorities, operating expenses, and G&A, through analyses of store-level, project-level, and company-level budget to actual data.
Through strong partnership with Finance and Accounting, ensures accurate projections and manages ongoing forecast updates.
This position is responsible for leveraging data from a variety of platforms to build tools that automate reporting & updating of financial operating plans (OP).
Identifies, develops, and executes data analyses to uncover areas of business opportunity proactively or identified by leadership.
Responsibilities: Owner of OP financial support through partnership with the SDT strategic planning, pillar teams & finance.
Ensuring that all operating plans are created/loaded/updated based on the finance calendar for all program and project spend.
This includes the transactional management of predetermined spend buckets.
Support quarterly & monthly business review meetings with data collection/conversion, analysis of relative areas of cost, with insight and commentary.
Ownership of WFM/Amazon financial alignment program that aligns our spend for cost comparisons.
Support process mapping for tasks required to support the financial success of the SDT.
Drives coordination of financial services within Store Development.
Provides support for goal development and management.
Provides business process improvement recommendations.
Defines analytical approach, reviews, and vets with stakeholders.
Oversees and reports on SDT portfolio terms and other relevant data.
Collaborates with senior leadership and internal/external stakeholders to ensure streamlined decision making.
Prepares scheduled and ad hoc reports as requested.
Develop comparative analyses and supporting data management tools to achieve program goals.
Presents empirical data with recommendations that drive business value.
Maintains awareness of and analyzes market trends and construction cost.
Generally, provides input and perspective based on objectives, facts, opportunity, risks, implications, cost, and sensitivity.
Plays a leadership role with finance peers and global finance to support cohesive and efficient business processes with the store development team.
Leads and executes entire projects from start to finish, including data gathering and manipulation, synthesis and modeling, problem solving, and communication of insights and recommendations.
Partners with key stakeholders to develop significant and sustainable business improvement based on assessment of quarterly and annual financial plans.
Performs root cause analyses and recommends holistic solutions leading to systemic and sustainable business / process improvement.
Monitors Business Analysis metrics to identify patterns, trends, and emerging challenges.
Devises new / enhanced methods for identifying data patterns and trends in available information sources.
May provide advice and guidance to less experienced Team Members.
Functional Knowledge: Must have comprehensive understanding of Store Development functions, tasks, methods, systems, tools, and procedures.
Develops and recommends methods to continuously improve financial reporting systems and processes.
Minimum 3 years of similar accounting/finance/analysis experience.
Advanced knowledge of PowerBI is a plus.
Familiarity with Workday (Planning & GL), Insights, Microsoft Office Suite, Coupa, Engie, Verisae Outstanding analytical skills, with ability to evaluate and clearly communicate financial results Communication.
Able to translate complex or ambiguous business problem statements into analysis requirements.
Creatively adapts to unexpected obstacles and reallocates time, priorities, and resources accordingly.
Applies in-depth understanding of applicable company, departmental, and Retail Operations SOPs Teamwork & Collaboration: Excellent verbal and written communication skills.
Able to lead others.
Provides positive guidance and mentoring for Team Members.
Works effectively with supporting teams and individuals.
Works effectively with suppliers, vendors, and key external stakeholders.
Task and Project Management: Organized, skilled at prioritization, and ability to work effectively under tight deadlines.
Supports task / project planning, including budget / cost, schedules, and resource requirements.
Maintains open communication among all task / project stakeholders, internally and externally.
Directs and advises Team Members on specific project/ program activities.
Organizational Impact: Engages with leadership to help develop and ensure effective support of functional objectives.
Identifies process and procedural changes that will have a positive impact on the function’s overall effectiveness and efficiency.
Translates departmental objectives into tangible actions on the front line.
Education & Experience: BA/BS degree and 4-6 years’ relevant experience OR equivalent combination of education and relevant experience.
Prior leadership experience is not required but may have informally led teams or performed in a team lead type of role.
Physical Requirements / Working Conditions: Ability to physically perform general office requirements.
This position may require up to 15% travel.
At Whole Foods Market, we provide a fair and equal employment opportunity for all Team Members and candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic.
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