Financial Analyst III - Business Planning

Financial Analyst III - Business Planning

As part of our National Finance & Administration Services department, you'll help manage the critical resources and infrastructure that keep ALDI running smoothly. Your insights and skills will help every department make smarter decisions and ensure our retail divisions and executive leadership receive the support they need to run a successful operation. Within Finance, our teams include: Accounting, Financial Planning & Analysis, Financial Reporting, Tax and Treasury.

Position Type: Full-Time Starting Salary: $93,250 Salary Increases: Year 2 - $98,250 | Year 3 - $103,500 Work Location: Batavia, IL This role is eligible to participate in ALDI's Hybrid Work Program, which allows remote work up to 3 days per week (i.e., work remotely up to 3 days per week; work in-office at least 2 days per week).

Duties and Responsibilities:

• Serves as a key financial planning contact for divisional vice presidents and corporate cost center owners, developing monthly profit & loss forecasts and annual budgets.
• Reviews, understands and incorporates local business impacts and communicates the consolidated business story to senior leadership.
• Identifies and maintains forecast processes and models for a rapidly changing business; understands business challenges, proposes and supports solutions.
• Partners directly with divisional and corporate leadership to translate financial information to non-financial users and support strategic recommendations.
• Understands and applies macro and micro-economic and other market impacts to business development, communicates with management appropriately.
• Reviews financial results, researches variances to forecast and budget, identifies exceptions, inconsistencies and actionable opportunities for improvement.
• Coordinates and completes monthly, quarterly, and annual reporting to support leadership, Board meetings, and decision-making at the US and global levels.
• Evaluates financial projections to forecast short and long-term operational liquidity needs, making short-term investment decisions and recommending debt issuance, repayment, and restructuring decisions to senior leadership.
• Completes ad hoc data analysis, projects, and financial models as needed by the business.
• Assists leadership with rollouts of large-scale projects, including the annual budget and target-setting processes.
• Identifies, develops and maintains effective relationships with business partners and cross-functional teams at all levels of the organization.
• Analyzes working procedures to identify and implement best practices.
• Collaborates with team members and communicates relevant information to direct leader.
• Upholds the security and confidentiality of documents and data within area of responsibility.
• Other duties as assigned.

Job-specific Competencies: Knowledge/Skills/Abilities

• Consistently demonstrates the Mindsets, ALDI Acts Competencies and Professional Skills (M.A.P.) as outlined for the role.
• Gives attention to detail and follows instruction.
• Ability to stay organized and multi-task efficiently.
• Ability to work both independently and within a team environment.
• Establishes goals and works toward achievement.
• Effective time management; maximizes productivity.
• Able to work in a fast-paced environment and coordinate multiple priorities.
• Able to identify inefficiencies and implement solutions.
• Able to analyze and break-down complex ideas into actionable insights.
• Proactive and forward thinking.
• Influences and communicates successfully at all levels of the organization, including senior leadership.
• Strong collaborator who can build and maintain positive cross-functional business partnerships.

Education and Experience:

• Bachelor's Degree in Accounting, Finance or a related field required.
• A minimum of 4 years of progressive experience in Accounting or Finance required.
• Advanced proficiency with Microsoft Excel required.
• Proficiency with SAP/Analysis For Office preferred.
• Or, a combination of education and experience providing equivalent knowledge.

Physical Requirements:

• Work may be performed in an office, remote office or a combination of both where a computer and office equipment may be used as needed to perform duties.
• Regularly required to sit, reach, grasp, stand and move from one area to another.
• Constantly and repeatedly use keyboard/mouse.
• Occasionally required to push, pull, bend, lift and move up to 25 lbs.

Travel:

• Minimal travel required as needed for job related duties such as training, project work and administrative tasks.