Job Overview:
The Finance Operational Analyst Senior is responsible for providing financial support for critical areas and time-bound processes such as the annual budget, periodic forecasts and the month-end closing 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.
What does it mean to be part of our Finance/Accounting Team?
A role on our Finance and Accounting team involves helping UNFI maintain and grow its financial health as we continue to transform and scale. We need to ensure that our financial analysis and statements revolve around constant communication with our partners within the organization as well as outside to provide the most current statistics for our business health. By being attentive to details, trends, and inefficiencies, and communicating with our teams, you’ll be key to our success and continued growth as North America’s premier grocery wholesaler.
Job Responsibilities:
- Prepare 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 on multi-function business activity inputs.
- Leads process improvements and strategic initiatives within functional areas under the direction of their supervisor.
- Proven ability to analyze business processes and provide suggestions for improvement.
- Able to articulate the 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.
Job Requirements:
Education/ Certifications:
- Bachelor’s degree in finance, Accounting or related field
- MBA or CPA preferred
Experience:
- 5+ years of FP&A experience required.
- Experience with data visualization tools i.e. Tableau, Power BI is a plus.
- Experience with Oracle and UFIN Financial Reporting & Planning tools is a plus.
- Strong Strategic Planning, Financial and Operations / Business Background. Not purely financial background required.
- Financial modeling experience.
- Budgeting and forecasting experience a plus.
- Demonstrated success in multiple, difficult and complex financial analysis.
Knowledge/Skills/ Abilities
- 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
- Ability to be a team member and demonstrate skills to contribute to team dynamics
- Capability to work independently when needed
- Outstanding analytical skills (numerical, verbal).
- Strong business acumen
- Must be self-driven and very motivated.
- Demonstrated ability to work effectively with others within a complex, fast paced organization required.
- Leads and directs the work of others across the company, without direct organizational line of authority.
- Strong administrative, organizational and relationship skills.
- Excellent written and verbal communication skills are required.
- Position also requires strong interpersonal skills, discretion, diplomacy, and judgment.
- Strong teamwork ethic, positive proactive flexible attitude ability to take complete ownership of responsibilities.
- Ability to work under pressure and time constraints as well as handling several tasks simultaneously required.
- Ability to manage confidential information.
- Statistical modeling skills a plus.
- Possess excellent research and analysis skills
- Good judgment is required for this position as there may be times when direct supervision may not be immediately available.
Work Environment:
- Remote Role: This position is classified as remote where the associate will perform remote work from their primary residence. Remote associates are welcome to work from the office but are not required to do so. While remote associates are not required to work from an office on a regular basis, they may be required to come to the office or other UNFI locations for necessary business reasons or if directed to do so by their manager.
- Travel (minor): This position may require the associate to travel to company offices, distribution centers, or other locations for specific meetings or other business reasons.
Physical Environment/Demands:
Office Roles:
- Most work is performed in a temperature-controlled office environment.
- Incumbent may sit for long periods of time at a desk or computer terminal.
- While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.
- Incumbent may use calculators, keyboards, telephones, and other office equipment in the course of a normal workday.
- Stooping, bending, twisting, and reaching may be required in the completion of job duties.
About UNFI: We are North America’s premier grocery wholesaler, delivering the widest variety of fresh, branded, and owned brand products to community grocers and retail chains alike. A pioneer in natural and organic foods, we are growing and transforming to meet the needs of an evolving workplace. Our 29,000+ employees work across America in our 50 Distribution Centers and corporate offices. Learn more: Organic, Natural and Conventional Food | Wholesale Food Distributors | UNFI
Benefits: Competitive 401k, Flexible PTO plan, Remote, Health benefits – first of the month following 30 days of employment, mentorship program/developmental opportunities.
UNFI is an Equal Opportunity employer committed to creating an inclusive and respectful environment for all. All qualified applicants will receive equal consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, or other protected ground. Accommodation is available upon request for candidates taking part in all aspects of the job selection process. - M/F/Veteran/Disability. VEVRAA Federal Contractor.
Compensation:
UNFI anticipates paying the above-referenced pay rate (or within the above-referenced pay range) for this position. Actual Pay, where applicable, will depend on a number of factors, including, but not limited to, education, experience, training, and any requirements under applicable collective bargaining agreements. UNFI is committed to transparency in pay in compliance with applicable state and local laws.
Benefits:
For Washington positions (or positions that may be performed remotely from Washington), https://www.unfi.com/jobs-more-info-wa.html for Washington-specific paid time off details.
Candidates hired into this position will also be eligible to participate in the following benefits programs: Paid Time Off; Sick Time; paid holidays and parental leave; 401K Program; medical, dental, vision, life, and accidental death/dismemberment insurance; short-term and long-term disability insurance program, Flexible Spending Account and/or Health Savings Account, subject to meeting the eligibility requirements and the terms and conditions of these programs, and subject to any requirements under applicable collective bargaining agreements.
UNFI’s compensation, benefits, and paid time off policies are subject to change in the Company’s sole discretion, consistent with applicable law. This job posting should not be construed as an offer of employment with certain terms, nor should it be construed as a guaranteed minimum.
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
