Strategic Financial Planning Analyst III
- Naperville, IL
- $90,000 per year
- Permanent
- Full-time
Starting Salary: $90,000
Salary Increases: Year 2 - $95,000 | Year 3 - $100,000
Work Location: Naperville, 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:Must be able to perform duties with or without reasonable accommodation.
- Communicates and informs leadership of issues, status, and results of assigned tasks in an accurate and timely manner.
- Analyzes working procedures with the objective to identify and implement best practices.
- Recommends process improvements for area of responsibility.
- Creates and maintains detailed, complex financial models to drive strategic business decisions.
- Extracts and analyzes historical financial data to forecast expected future results using statistical analysis and appropriate tool support.
- Performs cost-benefit analyses, research-based projects and small-scale feasibility studies to support operations and other national departments.
- Develops, executes, and documents plans for confidential projects and determines and creates required project deliverables.
- Participates in analyses that contribute to the implementation of large-scale confidential projects such as long-range business plans, investment strategies, and financial models to support ALDI's overall strategic objectives.
- Provides accurate and timely results to project stakeholders, including leadership and senior professionals.
- Assists in conducting in-depth financial modeling and sensitivity analyses to evaluate capital investments, long-range business performance and feasibility studies to support operations and other national departments utilizing market and industry research, data analysis, and judgement to assist in development and validation of assumptions.
- Assists leadership and senior professionals with conceptualization of state-of-the-art financial planning and analysis tools and processes providing value-added quantitative and qualitative insights with a focus on growth, profitability, and optimizing return on investment, to enhance decision-making.
- Develops expertise in strategic financial planning, offering guidance to peers and junior professionals. Serves as backup to other analysts and helps to cross train other members of the team.
- Works with a sense of urgency to manage multiple projects and prioritizes effectively, ensuring timely completion of deliverables and meeting critical deadlines.
- Embodies an inquisitive, motivated, analytical, and creative mindset to thrive in a project-based work culture.
- Collaborates with team members and communicates relevant information to leadership.
- Upholds the security and confidentiality of documents and data within area of responsibility.
- Other duties as assigned.
- 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.
- Excellent verbal and written communication skills.
- Effective time management; maximizes productivity.
- Prepares written materials to meet purpose and audience.
- Develops and maintains positive relationships with internal and external parties.
- Ability to analyze and break down complex ideas into actionable insights.
- Proficiency in quantitative and qualitative research, data analysis, and judgment-based decision-making. Incorporates macro and micro-economic insights into long-range planning.
- Effective communication, presentation, and interpersonal skills to convey complex financial information.
- Proven ability to think critically and strategically, identifying opportunities for improvement.
- High level of initiative, self-motivation, and ability to thrive in a dynamic, fast-paced environment.
- Proficient in Microsoft Office Suite with advanced skills in Microsoft Excel and Power Point.
- Knowledge and experience with SAP, BPC, Analysis for Office, Alteryx, and Tableau preferred.
- In-depth understanding of financial statements.
- Analyzes and interprets data.
- Ability to interpret and apply company policies and procedures.
- Shows eagerness to learn, ask questions, and challenge assumptions.
- Bachelor's Degree in Accounting, Finance or a related field required.
- A minimum of 4 years of progressive experience in Accounting or Finance required.
- Experience in working with financial modeling tools such as strategic business plans, financial cash flow models, and investment analyses, including the use of NPV, MIRR, payback period required.
- Or, a combination of education and experience providing equivalent knowledge.
- 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.
- International & Domestic travel required.
- Up to 10%.