Sr Financial Analyst - Fresh
H-E-B
San Antonio, Texas
Posted 4 days ago
Travel by car or airplane with overnight stays.
Qualifications
Education
A related degree or comparable formal training, certification, or work experience.
Preferred Certifications
- CPA
- CMA
Responsibilities
Primary Duties
- Designs and develops analysis processes focused on providing a financial solution
- Performs highly complex analysis of information used to make decisions on implementation of strategic programs and changes
- Evaluates / scorecards innovative, strategic programs to measure effectiveness
- Performs regular financial reporting on a consistent cadence (week, period, quarter) as well as ad hoc, project-based analysis, both in support of a specific Merchant department and its leadership team
- Build and manage annual department budget
- Acts as consultant on P&A programs, processes, policies
- Acts as strategic advisor to Merchant team on category strategy, financial performance, and other areas to drive business results
- Develops and implements performance improvement strategies, evaluates ongoing project performance
- Participates in cross-departmental projects
- Leads cross-functional special projects as necessary
About This Role
As a Senior Financial Analyst, you will perform research work and prepare financial analysis necessary to improve and grow the business.
Experience Requirements
Required
6 - 8 years of experience in financial analysis.
Preferred
some working experience in the retail meat and/or seafood industry.
6 years of experience
Required Skills
Technical Skills
Working knowledge of retail accounting-finance principles related to developing forecasting / budgeting / decision modelsAdvanced PC skills, with particular attention to Excel, Powerpoint, Tableau, and SQL
Soft Skills
Excellent interpersonal and communication skillsAbility to effectively communicate with all levels of management and PartnersAbility to build relationships and work complex issues with senior management using highly-developed influencing skillsSelf-directed; motivated to get results independentlyStrong attention to detail
Leadership
Advanced level facilitation and project management skillsAbility to manage large-scale projects from conception to implementation
Full Job Description
Senior Financial Analyst
As a Senior Financial Analyst, you will perform research work and prepare financial analysis necessary to improve and grow the business. This role is intended to be aligned with the Fresh side of the H-E-B business, with a likely focus on the Meat and/or Seafood teams.
Key Responsibilities & Essential Functions:
The responsibilities and essential functions outlined above describe the general nature and level of work assigned to this position. This is not an exhaustive list of all duties, responsibilities, and skills required. Duties and responsibilities may be modified at any time based on business needs. Employees may be required to perform other job-related tasks as requested by their supervisor, subject to reasonable accommodations.
Qualifications & Key Requirements:
Work Experience: 6 - 8 years of experience in financial analysis. Preferred: some working experience in the retail meat and/or seafood industry.
Knowledge/Skills/Abilities:
Education: A related degree or comparable formal training, certification, or work experience.
Licenses/Certifications (preferred, not required): CPA CMA
Physical Demands & Working Conditions:
Function in a fast-paced, retail, office environment.
Travel by car or airplane with overnight stays.
Sit for extended periods of time.
Work extended hours.
The work environment characteristics described here are representative of those a Partner encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
As a Senior Financial Analyst, you will perform research work and prepare financial analysis necessary to improve and grow the business. This role is intended to be aligned with the Fresh side of the H-E-B business, with a likely focus on the Meat and/or Seafood teams.
Key Responsibilities & Essential Functions:
- Analytics: Designs and develops analysis processes focused on providing a financial solution
- Performs highly complex analysis of information used to make decisions on implementation of strategic programs and changes
- Evaluates / scorecards innovative, strategic programs to measure effectiveness
- Performs regular financial reporting on a consistent cadence (week, period, quarter) as well as ad hoc, project-based analysis, both in support of a specific Merchant department and its leadership team
- Build and manage annual department budget
- Advising: Acts as consultant on P&A programs, processes, policies
- Acts as strategic advisor to Merchant team on category strategy, financial performance, and other areas to drive business results
- Project Management: Develops and implements performance improvement strategies, evaluates ongoing project performance
- Participates in cross-departmental projects
- Leads cross-functional special projects as necessary
The responsibilities and essential functions outlined above describe the general nature and level of work assigned to this position. This is not an exhaustive list of all duties, responsibilities, and skills required. Duties and responsibilities may be modified at any time based on business needs. Employees may be required to perform other job-related tasks as requested by their supervisor, subject to reasonable accommodations.
Qualifications & Key Requirements:
Work Experience: 6 - 8 years of experience in financial analysis. Preferred: some working experience in the retail meat and/or seafood industry.
Knowledge/Skills/Abilities:
- Working knowledge of retail accounting-finance principles related to developing forecasting / budgeting / decision models
- Excellent interpersonal and communication skills
- Advanced level facilitation and project management skills
- Advanced PC skills, with particular attention to Excel, Powerpoint, Tableau, and SQL
- Ability to storytell beyond analysis with the use of advanced visualization techniques
- Ability to effectively communicate with all levels of management and Partners
- Ability to build relationships and work complex issues with senior management using highly-developed influencing skills
- Ability to manage large-scale projects from conception to implementation
- Ability to produce work that impacts management decisions and business results
- Ability to work effectively and efficiently with little supervision
- Self-directed; motivated to get results independently
- Strong attention to detail
Education: A related degree or comparable formal training, certification, or work experience.
Licenses/Certifications (preferred, not required): CPA CMA
Physical Demands & Working Conditions:
Function in a fast-paced, retail, office environment.
Travel by car or airplane with overnight stays.
Sit for extended periods of time.
Work extended hours.
The work environment characteristics described here are representative of those a Partner encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.





