Sr. Financial Business Analyst – Grocery, Cust Exp & Marketing
Publix Super Markets, Lakeland, FL, United States
Overview
This position drives information-based decision making by providing analysis, direction, consultation, planning, performance measurement and process improvement support to Retail Scheduling & Engineering (responsible for defining and governing retail labor strategy by forecasting demand, maintaining labor standards and system configuration) and cross-functional strategic initiative teams, typically involving Retail Business Unit (RBU) and/or Retail leadership. Within the department, the Financial Business Analyst serves as a Subject Matter Expert (SME) with broad knowledge in the field of financial analysis, project improvement and the development and deployment of analytical technology solutions.
Responsibilities
Providing ad hoc analysis used in decision making, including the development of new benchmarking measurement processes, reports, scorecards and proforma P&Ls
Developing analytical solutions through the use of technology to streamline and reinvent existing reports, tools and processes, and to create new reports, tools or models to deliver business insights
Enhancing the production, delivery and ease of use of analytical products to empower self-service insights
Providing project support including comprehensive analysis and consultative business and financial-based insights to support strategic or tactical decision making
Producing, maintaining and enhancing the financial and operational recurring reporting and accounting that supports decision making
Developing and supporting corporate operating cost plans and report structures
Continuous learning and growth of professional skills in finance/accounting, analytical methods and technology
Training and mentoring others
Required Qualifications
Bachelor’s degree in Accounting, Finance, Business Administration, Analytics, Information Technology, Statistics or another analytical discipline or equivalent with at least 3 years relevant finance, accounting and/or analytical experience in an office environment or
Associate’s degree in Accounting, Finance, Business Administration, Analytics, Information Technology, Statistics or another analytical discipline or equivalent with at least 5 years finance, accounting and/or analytical experience in an office environment or
High School Diploma or equivalent with at least 7 years relevant finance, accounting and/or analytical experience in an office environment
Willingness to be flexible and adapt quickly and efficiently to change
Must be self-motivated, requiring little direction in day-to-day activities
Proven strong ability to prioritize tasks and manage multiple projects, including organizational skills, attention to detail, and adherence to deadlines while ensuring accuracy
Demonstrated use of good analytical techniques (including statistics & quantitative methods), and problem-solving skills
Knowledge of Accounting and/or Finance (solid knowledge of accounting principles and exceptional math skills)
Knowledge of Extract, Transform and Load (ETL) and visual communication tools such as MicroStrategy Developer, Alteryx, Power Query, or similar ETL tool and Power BI, Tableau or similar data visualization tool, respectively
Proven ability to inspect, cleanse, transform and model data from various sources
Proven strong ability to interpret, analyze and explain financial information including forecasting, financial data and financial statements
Ability to verify the accuracy and completeness of detailed information and check own work for accuracy or computational errors
Proven ability to quickly identify and correct logical flaws and/or shortcomings, as well as improve the overall accuracy of analyses
Ability and willingness to generate unique solutions and ideas to address problems and improve work efficiencies
Good interpersonal, teamwork and collaboration skills including the ability to communicate effectively with various levels of Publix associates, as well as effective listening skills
Intermediate or higher level of proficiency in Microsoft Office Excel, Word and PowerPoint
Basic or higher level of proficiency in Microsoft Office Access
Preferred Qualifications
Masters’s degree in Accounting, Finance, Analytics, Information Technology, Statistics or another analytical discipline with 4 years relevant finance, accounting and/or analytical experience in an office environment
Certified Public Accountant, Certified Management Accountant, MS Certified Power BI Data Analyst, certified Alteryx Designer, or other certifications specific to the position
Knowledge of other Publix Business Units, including their basic roles and responsibilities
Deep knowledge of the RBUs, including their strategic long-term business needs and operational decision processes
Knowledge of the Publix retail store environment and operations
Advanced knowledge of Publix systems/data sources SAP, EDW, Host, PIMs, Marwood, FINDSS, DB2, Store Acctg, Oasis, EDW Supplemental data, Nielsen, etc.) and the interrelationships of those systems
Knowledge of APT Test & Learn, Market Basket Analyzer, and Benchmarker
Basic knowledge of Nielsen IQ
Advanced knowledge of Microsoft Office applications
Benefits Information
Employee stock ownership plan that contributes Publix stock to associates each year at no cost
An opportunity to purchase additional shares of our privately-held stock
401(k) retirement savings plan
Group health, dental and vision plans plan
Paid Time Off
Paid Parental Leave
Short- and long-term disability insurance
Tuition reimbursement
Free hot lunches (buffet-style) at facilities with a cafeteria
Visit our website to see all of our benefits: https://jobs-beta.publix.com/benefits/
Year End Bonus
As a year-end bonus to associates, Publix issues one month’s extra pay (pro-rated in the first year) each year if associate remains employed through issue date of the bonus check that year. This is calculated as a 13th month of pay in the Potential Annual Pay with Bonus line above.
Additional Information
Your application may have additional steps that you will need to complete in order to remain eligible for consideration. Please be sure to monitor your email, including your spam folder, on a daily basis for critical, time-sensitive emails that could require action within 24-48 hours. Please do not use your Publix email address when applying. Once your application has been successfully submitted you will receive a confirmation email.
In Publix’s corporate offices, we value in-person interactions, similar to those our store associates have with customers. Many of Publix’s corporate offices offer work from home up to two days a week. Each business area implements their policy differently and should be discussed during interviews.
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This position drives information-based decision making by providing analysis, direction, consultation, planning, performance measurement and process improvement support to Retail Scheduling & Engineering (responsible for defining and governing retail labor strategy by forecasting demand, maintaining labor standards and system configuration) and cross-functional strategic initiative teams, typically involving Retail Business Unit (RBU) and/or Retail leadership. Within the department, the Financial Business Analyst serves as a Subject Matter Expert (SME) with broad knowledge in the field of financial analysis, project improvement and the development and deployment of analytical technology solutions.
Responsibilities
Providing ad hoc analysis used in decision making, including the development of new benchmarking measurement processes, reports, scorecards and proforma P&Ls
Developing analytical solutions through the use of technology to streamline and reinvent existing reports, tools and processes, and to create new reports, tools or models to deliver business insights
Enhancing the production, delivery and ease of use of analytical products to empower self-service insights
Providing project support including comprehensive analysis and consultative business and financial-based insights to support strategic or tactical decision making
Producing, maintaining and enhancing the financial and operational recurring reporting and accounting that supports decision making
Developing and supporting corporate operating cost plans and report structures
Continuous learning and growth of professional skills in finance/accounting, analytical methods and technology
Training and mentoring others
Required Qualifications
Bachelor’s degree in Accounting, Finance, Business Administration, Analytics, Information Technology, Statistics or another analytical discipline or equivalent with at least 3 years relevant finance, accounting and/or analytical experience in an office environment or
Associate’s degree in Accounting, Finance, Business Administration, Analytics, Information Technology, Statistics or another analytical discipline or equivalent with at least 5 years finance, accounting and/or analytical experience in an office environment or
High School Diploma or equivalent with at least 7 years relevant finance, accounting and/or analytical experience in an office environment
Willingness to be flexible and adapt quickly and efficiently to change
Must be self-motivated, requiring little direction in day-to-day activities
Proven strong ability to prioritize tasks and manage multiple projects, including organizational skills, attention to detail, and adherence to deadlines while ensuring accuracy
Demonstrated use of good analytical techniques (including statistics & quantitative methods), and problem-solving skills
Knowledge of Accounting and/or Finance (solid knowledge of accounting principles and exceptional math skills)
Knowledge of Extract, Transform and Load (ETL) and visual communication tools such as MicroStrategy Developer, Alteryx, Power Query, or similar ETL tool and Power BI, Tableau or similar data visualization tool, respectively
Proven ability to inspect, cleanse, transform and model data from various sources
Proven strong ability to interpret, analyze and explain financial information including forecasting, financial data and financial statements
Ability to verify the accuracy and completeness of detailed information and check own work for accuracy or computational errors
Proven ability to quickly identify and correct logical flaws and/or shortcomings, as well as improve the overall accuracy of analyses
Ability and willingness to generate unique solutions and ideas to address problems and improve work efficiencies
Good interpersonal, teamwork and collaboration skills including the ability to communicate effectively with various levels of Publix associates, as well as effective listening skills
Intermediate or higher level of proficiency in Microsoft Office Excel, Word and PowerPoint
Basic or higher level of proficiency in Microsoft Office Access
Preferred Qualifications
Masters’s degree in Accounting, Finance, Analytics, Information Technology, Statistics or another analytical discipline with 4 years relevant finance, accounting and/or analytical experience in an office environment
Certified Public Accountant, Certified Management Accountant, MS Certified Power BI Data Analyst, certified Alteryx Designer, or other certifications specific to the position
Knowledge of other Publix Business Units, including their basic roles and responsibilities
Deep knowledge of the RBUs, including their strategic long-term business needs and operational decision processes
Knowledge of the Publix retail store environment and operations
Advanced knowledge of Publix systems/data sources SAP, EDW, Host, PIMs, Marwood, FINDSS, DB2, Store Acctg, Oasis, EDW Supplemental data, Nielsen, etc.) and the interrelationships of those systems
Knowledge of APT Test & Learn, Market Basket Analyzer, and Benchmarker
Basic knowledge of Nielsen IQ
Advanced knowledge of Microsoft Office applications
Benefits Information
Employee stock ownership plan that contributes Publix stock to associates each year at no cost
An opportunity to purchase additional shares of our privately-held stock
401(k) retirement savings plan
Group health, dental and vision plans plan
Paid Time Off
Paid Parental Leave
Short- and long-term disability insurance
Tuition reimbursement
Free hot lunches (buffet-style) at facilities with a cafeteria
Visit our website to see all of our benefits: https://jobs-beta.publix.com/benefits/
Year End Bonus
As a year-end bonus to associates, Publix issues one month’s extra pay (pro-rated in the first year) each year if associate remains employed through issue date of the bonus check that year. This is calculated as a 13th month of pay in the Potential Annual Pay with Bonus line above.
Additional Information
Your application may have additional steps that you will need to complete in order to remain eligible for consideration. Please be sure to monitor your email, including your spam folder, on a daily basis for critical, time-sensitive emails that could require action within 24-48 hours. Please do not use your Publix email address when applying. Once your application has been successfully submitted you will receive a confirmation email.
In Publix’s corporate offices, we value in-person interactions, similar to those our store associates have with customers. Many of Publix’s corporate offices offer work from home up to two days a week. Each business area implements their policy differently and should be discussed during interviews.
#J-18808-Ljbffr