The Senior FP&A Analyst is responsible for providing financial support for critical areas and time-bound processes such as the annual budget, periodic forecasts and the month-end close cycle. Assists in the preparation of various financial activities including data gathering, trending, modeling, forecasting, planning and reporting. Collects information from various areas across the company to assist in the building of models to provide insight to underlying business dynamics.
Prepares and reviews accurate and timely financial and business-related analyses, research, and forecasts.
Performs advanced trend and variance analyses – incorporates data from different areas and synthesizes. Findings incorporate cross functional impacts, trends, and industry news. Translates findings into process improvements.
Responsible for weekly/monthly/quarterly reporting and updates to management team. Maintenance of KPIs for assigned area.
Provides insights into the performance of the business and translates findings into potential action plans for area supported.
Completes a variety of financial evaluation research and analysis activities requiring the compilation of data and information from a variety of sources both internally and externally.
Presents results of research and analysis to management.
Provides key support to the annual budgeting and periodic forecasting of the assigned business area including variance analysis and sensitivity testing.
Plays leadership role in critical planning and analysis processes.
Develops and provides ownership of complex short term (1 year) and provides support for long term (3 – 5 year) forecasting models. Predominantly driver based from multi-function business activity inputs.
Leads process improvements and strategic initiatives within functional area under the direction of their supervisor. Proven ability to analyze business process and provide suggestions for improvement.
Able to articulate impact of analysis, modeling, business decision support on key financial measures (i.e. Gross Profit, Operating Margin, DOH, DSO, etc.).
Conceptualizes, develops and presents business cases to financial and business leadership.
Acts as an internal consultant and interacts with management at all levels.
Performs other relevant job duties as required.
Bachelor’s degree in Finance, Accounting or related field
MBA or CPA preferred
5+ years FP&A experience required
Thorough knowledge of and experience in providing economic, market, consumer and business research and analysis for wholesale industries
Demonstrated success in multiple, difficult and complex financial analysis
Cleary articulate and present ideas in a clear concise manner. Able to listen closely to identify important facts, assumptions and relevant information. Interpret meaning.
Advanced proficiency in Microsoft Office applications including Excel, PowerPoint, Word, Access and related software applications
Strong Strategic Planning, Financial and Operations / Business Background. Not purely financial background required.
Financial modeling experience
Budgeting and forecasting experience a plus
Leads and directs the work of others across the company, without direct organizational line of authority. Strong teamwork ethic, positive proactive flexible attitude ability to take complete ownership of responsibilities.
Statistical modeling skills a plus.
Possess excellent research and analysis skills
Experience with data visualization tools ie. Tableau, Power BI is a plus.
Experience with TM1 Financial Reporting & Planning tools is a plus.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or protected veteran status. UNFI is an Equal Opportunity employer committed to creating an inclusive and respectful environment for all. – M/F/Veteran/Disability. VEVRAA Federal Contractor.