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Sr. Financial Analyst

Company: Lowes Foods
Location: Winston Salem
Posted on: August 6, 2022

Job Description:


The Sr. Financial Analyst will contribute to the company's success through providing financial and analytic partnership and deliverables to their assigned operational areas.

The Sr. Financial Analyst will work with their business partners to ensure optimal short-term and long-term decision making. They will provide assistance "planning the work" and then "working the plan" most efficiently and effectively. Financial data is at the core, but the FP&A team will be responsible for providing a balanced view of the business including operational metrics and activity drivers.

To be successful in this role, this individual must have FP&A and analytical experience. This person should also have good presentation skills, experience working with large amounts of data (transactional, point of sale and/ or customer data preferable) and experience building reports (standardized, interactive self-service and/ or adhoc).


The Sr. Financial Analyst, will partner with an assigned operational area to deliver the below critical business deliverables (as required):

Financial Analysis
Build ROI/ business models (ST & LT) for major capital expenditures, projects, ventures, promotions
Analyze profitability for key areas of assigned operational area
Provide proactive variance analyses
Produce proformas and post reviews/ measurement for key initiatives

Business Analytics
Develop & deliver ad-hoc decision support (financial data in addition to operational data)
Set up and measure test and learns, as appropriate for assigned operational area
Create, provide and partner on:
descriptive analytics & exploratory data analytics - "What"
diagnostic analytics - "Why"
predictive analytics - "What if"
prescriptive analytics - "Next best action"

Financial Operating Planning
Produce assigned deliverables for the annual financial operating plan (as required for assigned operational area) with driver
based targets; guide partner through process and ensure understanding and alignment on all budget submissions
Deliver single and "rest of year" financial forecasting

Managing & Reporting Business Performance
Deliver (through collaboration with partner) on periodic business reviews
Prepare Executive (i.e. Leadership, Board Meeting) presentations, schedules & required support (including KPIs and Scorecards)
Do competitive benchmarking, macro-environment and market share/ growth analyses; as required for assigned operational area Strategic Planning -
Working with assigned operational area, provide the financial view for the longer term (3-5 year) planning process
Model financial outcomes of the strategies
Identify & track KPIs/ balanced scorecards which link to the strategies

Data & Systems
Provide data sourcing, wrangling, querying & modeling for discovery analytics
Develop standardized, self service performance reporting
Build requirements & validate production ready metrics and reports


Bachelor's Degree in Finance, Analytics or similar quantitative field of study; Master's Degree preferred.
3+ years of progressive Finance experience. Prior FP&A experience at a large company ($1B+ Sales) preferred.
Experience working in Microsoft tools (i.e. Excel, PowerPoint) and business intelligence software (i.e. Cognos, Microstrategy).
Working knowledge in Financial/GL Systems (i.e. Fusion, Hyperion), Database querying tools, Visualization tools, Statistical tools.

Prior experience in retail, wholesale, distribution and/or consumer packaged goods is preferred.

High level of drive, enthusiasm and ability to naturally emerge as a respected leader.
Strong desire to learn and improve; intellectually curious. High standards of accuracy.
Demonstrated ability to work with ambiguity. Ability to pro-actively identify needs and solve complex problems.
Ability to maintain an unbiased, financial stewardship focus and not cross the line too far into the business partner's team.

Excellent written and verbal communication skills. Ability to pro-actively manage the message & expectations (all levels).
Ability to effectively handle multiple competing priorities, seeking prioritizing assistance when needed to manage expectations.
Works with integrity in a manner consistent with Alex Lee's values and ethics.
High accountability that delivers on commitments.

Keywords: Lowes Foods, Winston-Salem , Sr. Financial Analyst, Professions , Winston Salem, North Carolina

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