Financial Planning & Analysis

Company: Family Express
Location: Portage
Posted on: June 25, 2022

Job Description:

Company Foundations:* Building relationships across all departments* Culture-focused* Internal growth opportunities* Teamwork oriented* Dedicated to the well-being of employees and communities* Emphasis on risk management and safetyJob Title: Financial Planning & AnalysisFLSA status: ExemptDepartment: FinanceReports To: Director of FinancePosition summary: Responsible for a range of processes and reporting related to investment decisions, forecasting, budgeting, product/store profitability, financial results and ad-hoc project support and analysis. Will create and use financial models and analytical tools to evaluate financial performance and develop recommendations for senior management.General Purpose: To provide our customers with total satisfaction by offering competitively priced, high-quality products and services in a clean, safe, and friendly environment. To serve our community through volunteerism and produce a return on assets which will assure the future prosperity of our employees and our company. To be an ambassador of our "Living Brand" by building relationships with our customers.Objective: We provide our Family Express Team with tools that help them do their jobs more effectively and efficiently. We offer problem solving assistance to insure a more accurate result.We are proactive internal auditors who continually strive for excellence. We create innovative procedures and programs to monitor company activity and assure the integrity and future prosperity of our Family Express Team.Role Qualifications: Bachelor's Degree in accounting or finance plus five plus years of financial experience. A CPA or CMA is preferred.Position Responsibilities:* Builds Relationships* Foster the Culture* Promotes the Living Brand* Assist in development of financial budgets and forecasts (monthly, quarterly, annually)* Perform monthly financial reporting, include variance analysis and analysis of key performance indicators* Work with Marketing and Operations teams to measure sales performance, product margin performance and store profitability* Provide senior management with strategic financial support to assist in decision making (e.g., investment return, sensitivity analysis, key project analysis)* Develop capital spending budgets/forecasts and monitor spending to plan* Identify and track key performance metrics pertaining to business operations, competitors, benchmarking, etc.* Perform other duties as assignedEssential Skills and Experience:* Situational Awareness* Strong customer orientation* Inclination for strategic mindset and problem analysis at all functional levels* Time management; including multitasking, productivity, and a sense of urgency* Exceptional organizational skills, including documentation of processes and tasks* Excellent interpersonal and highly effective communication skills* Strong team player; teamwork and the ability to enhance team members' performance* Working knowledge of accepted accounting practices and financial accounting standards* Integrity* Commitment to company mission and values* Adaptable, flexible, and receptive to change* Displays the ability to pay close attention to detail* Effective decision-making based on sound judgment and reasoning* Strong systems and computer skills* Ability to read, write, and understand EnglishNonessential Skills and Experience:* 4-year college degree* CPA or CMA preferred* Previous retail experience preferred* Microsoft Office experience including proficiency in ExcelReporting To This Position: None.Physical demands and work environment:* Physical Demands: While performing the duties of this job, the employee is required to both sit and type for prolonged periods; work longer than eight (8) hour shifts, reach, climb, balance, stoop, kneel, crouch; talk and hear; taste and smell. The employee must occasionally lift and/or move up to 50 lbs. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to focus.* Work Environment: Must have flexibility to work all shifts, all days of the week, when necessary while maintaining the natural accounting cycle ebbs and flows. Ability to tolerate extreme temperatures for minimum of 30-minute intervals. Exposure to cleaning solvents.
Associated topics: analyse, business analyst, business intelligence, examiner, financial analytic, investment analyst, law, legal, market, strategy

Keywords: Family Express, Gary , Financial Planning & Analysis, Accounting, Auditing , Portage, Indiana