Financial Analyst, Retail Job Description

Financial Analyst, Retail Job Description

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Financial analyst, retail provides extensive reporting and data analytics using systems such as Tableau, Excel, Access, SAP Business Warehouse and Business Objects.

Financial Analyst, Retail Duties & Responsibilities

To write an effective financial analyst, retail job description, begin by listing detailed duties, responsibilities and expectations. We have included financial analyst, retail job description templates that you can modify and use.

Sample responsibilities for this position include:

Manage Controlled Retail Essbase reporting and ensure the system set up support the controlled retail reporting requirements
Support for UK Retail Intercompany and Eliminations by ensuring in control and outstanding items are resolve
Prepares timely, accurate and comprehensive general and/or ad hoc analyses as requested by retail lending management in support of decision-making
Assists with and/or relevant participation in projects impacting the retail lending business
Performs annual control testing of Retail Lending report schedules and supports internal and external audit testing, and
Gains and applies expertise in areas of responsibility the retail lending business
Manage the company operated retail PER process for new store investments and the annual PER review process (actual performance vs
Assistance with and relevant participation in significant projects impacting retail banking business strategies
Prepares timely, accurate and comprehensive periodic reports and analysis to assist retail lending management in decision making
Gains expertise in areas of responsibility solid understanding of the retail lending business

Financial Analyst, Retail Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Financial Analyst, Retail

List any licenses or certifications required by the position: ACAM

Education for Financial Analyst, Retail

Typically a job would require a certain level of education.

Employers hiring for the financial analyst, retail job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Business, MBA, Economics, Business/Management, Education, Business/Administration, Mathematics, Engineering

Skills for Financial Analyst, Retail

Desired skills for financial analyst, retail include:

Link between analysis and business impact
Excel and modeling strongly desired
Excel
SAP
Filemaker and SAP
Lawson Accounting systems desired
Retail
SQL
Financial and management accounting principles

Desired experience for financial analyst, retail includes:

To guide the Reconciliation Team (reconciler), providing direction and ensuring that consistent approaches and standards are maintained
To provide an advanced level of specialist knowledge to support complex queries raised by the departments key stakeholders (SBUs, Controllers, FBPs )
Perform remediation activity on reconciliations, including updates to documentation and processes to ensure fit for purpose and robust
Analyze and assess the impact of change requests and projects that come from the business
Build relationship with the department’s key stakeholders (Controllers, SBUs, and FBPs) to ensure business needs are understood and to enhance the service offering
Identify improvements to financial control processes and ensure approved projects are implemented

Financial Analyst, Retail Examples

1

Financial Analyst, Retail Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of financial analyst, retail. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial analyst, retail
  • Identifies, defines and communicates key financial metrics to the Retail business
  • Develop and publish standardized monthly reporting packages for Retail division results
  • The utilization of driver based planning capabilities in support of growing U.S. Retail and eCommerce business sales, gross margin and operating expense planning, forecasting, and reporting needs
  • Preparing timely, accurate and comprehensive reporting on planned and forecasted results required by retail lending management in decision making
  • Act as the point of escalation for issues ensuring appropriate resolution is achieved
  • Prepare and maintain accurate and timely management reports to inform state of the business such as sales comp summaries, monthly actual comparisons, compensating controls
  • Prepares timely, accurate and comprehensive monthly scheduled regulatory reports using various databases and systems, while ensuring consistent and accurate reporting
  • Provides assurance that processes in areas of responsibility are adequately and effectively controlled and that effective change management is in place
  • Recommends and implements process improvements to increase efficiency and maintain credibility by actively participating in developing and modifying existing and new databases and systems
  • Prepare monthly, quarterly, YTD channel performance analysis
Qualifications for financial analyst, retail
  • Must be proactive with strong knowledge of financial analysis, budgeting, and strategic planning concepts
  • Exceptional written and oral communications skills are essential
  • Must have excellent organizational skills, the ability to prioritize projects, and superior attention to detail
  • Ability to effectively present information and respond to questions from managers and business partners
  • Bachelor’s degree from a four-year college or university, MBA a plus with
  • A minimum of 4-6 years of related work experience as a Financial Analyst or 3 years of experience with advanced degree or professional certification (CFM, CMA or CPA) is required
2

Financial Analyst, Retail Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of financial analyst, retail. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial analyst, retail
  • Serves as primary owner of the process to sync multiple forecast models, submit data to Essbase, and consolidate preliminary results for review
  • Assists in completing the monthly early estimate process and completing the quarterly early estimate submission to corporate
  • Evaluates current processes to ensure business, regulatory, and accounting changes are incorporated in the forecast
  • Assists in completing the annual DFAST cycle by updating forecast models in compliance with corporate guidelines and regulator expectations, and contributing in the preparation of executive summaries and deliverables
  • Resolves sales audit and reconciliation documentation
  • Supports business processes and reviews operational procedures, technologies and methodologies
  • Provide timely and accurate analysis of budgets, financial trends and forecast
  • Help to identify and articulate risks and opportunities relevant to the forecast period
  • Assist in developing new stores pro formas, evaluation existing store profitability and provide financial insight and recommendations based on scenario planning
  • Prepare various ad-hoc reports and analyses upon request
Qualifications for financial analyst, retail
  • Demonstrated analytical and financial modelling skills, conform with Finance and Accounting principles, and strong financial statement analysis ability
  • Must have willingness to travel
  • Experience working in regional level working with teams in countries across Asia Pacific is preferred
  • Ability to coach & guide peers in the region
  • A minimum of 2-4 years' experience as an Accountant or Financial Analyst or 0-2 years’ experience with an advanced degree or professional certification (CFM, CMA or CPA) is required
  • Bachelors Degree in either Finance or Accounting or equivalent combination of education and experience
3

Financial Analyst, Retail Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of financial analyst, retail. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial analyst, retail
  • Leads or assists with special projects and meaningful report development
  • Assist in the capital process by preparing capital request forms
  • Prepare pro-forma’s for new stores and relocations
  • Assist in the monthly capital expenditure forecast
  • Assist in the preparation of financial plans, monthly forecasts and monthly financial reporting
  • Develop into the role of being a dedicated analyst to the Outlet division
  • Investigate general ledger entries to ensure proper coding and identify or reclass improper entries
  • Review individual store P&L’s to assess profitability and identify expenses that can be reduced or eliminated
  • Work with department heads to review contracts and identify expenses that can be rebid
  • Prepare and distribute store financials to Regional Directors and District Managers on a monthly basis
Qualifications for financial analyst, retail
  • ECommerce experience is a highly preferred
  • A Bachelor's Degree in Business, Accounting, Finance, or a combination of education and related experience equal to a degree and the required work experience is required
  • 2 to 4 years' Financial Analyst or Accountant work experience is required
  • Must be able to construct meaningful analysis with broad guidance
  • A minimum of 6-8 years of related work experience as a Financial Analyst is required
  • A Bachelor’s degree in Business, Accounting or Finance (Accounting or Finance is preferred) is required
4

Financial Analyst, Retail Job Description

Job Description Example
Our company is looking for a financial analyst, retail. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial analyst, retail
  • Partner with the Retail Field organization to develop customized analytics that transform financial data into actionable information
  • Provide a level of administrative and project related support to the management teamProvides support to supervisor, senior management and headquarters with ad hoc financial analysis and database management
  • Provide analysis and insight into key drivers of sales, revenue and margin variances
  • Develop thorough knowledge of business partners’ needs in order to provide customized and relevant input in the building of financial models
  • Build tools and reports that help the Store Support and CTR business clients understand their business and make better informed decisions
  • Manage, mine, and translate financial data
  • Prepare business analysis for new and refined initiatives and processes
  • Ensure the financial results are in compliance with IFRS
  • Prepare the portion of monthly below the line (BTL) report, analyze, and document significant variances to expected results (budget and historical trends)
  • Ensure accounting practices are in compliance with the Dealer contract
Qualifications for financial analyst, retail
  • Sales forecasting and expense planning for multiple locations
  • 4-6 years of related work experience are required
  • Understands the business and has capability to apply business knowledge to effectively tell the story of the financial results to provide trends, recommendations and solutions based on data
  • Ability to compile large data sets from multiple sources and convert into a format suitable for all levels of management
  • Excellent verbal and written communication skills with ability to communicate effectively with all levels in the organization, including executive management
  • Hyperion consolidation and planning knowledge required
5

Financial Analyst, Retail Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial analyst, retail. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial analyst, retail
  • Drive financial results by providing Retail Sales Leadership with greater visibility of growth and profit drivers, identifying bleeders and enhancing profitability of customer programs
  • Overseeing preparation of closing data, journal entries, cost summary, and estimate of current month results and variances from budget
  • Pursuing or directing studies of “problem areas” as they develop in the department’s cost picture
  • Using all opportunities to promote cost consciousness, expense management, and a practical understanding of costs and their significance throughout the organization
  • Advising technical personnel on capital vs
  • Analyzing sales incentives, rebates for Latin America
  • Analyzing and approving/revising special price requests from Latin America distributors, and collaborating with Latin America Sales Reps
  • Preparing financial analyses including manufacturing analysis, business projections
  • Analyzing and defining accounting information required to improve reporting and decision making capabilities
  • Assisting in the development and implementation of actual, estimate, budget and strategic plans as assigned, capturing details required for financial analysis and reporting for both the P&L and Balance Sheet activities
Qualifications for financial analyst, retail
  • Prefer candidates with prior MNC financial analyst experience with retail experience
  • Bachelor’s degree from an accredited university in business, finance, engineering or related field
  • Manage, prioritize and deliver on team’s ad hoc analytical project backlog
  • Analytic, financial modeling or reporting skills required
  • Act as Subject Matter Expert for anything data related to Export business
  • Bachelor’s degree and MBA

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