Overview

Financial Analyst Jobs in Brea, CA at T&T Supermarket

Title: Financial Analyst

Company: T&T Supermarket

Location: Brea, CA

POSITION SUMMARY

The Financial Analyst is responsible for performing financial planning and analysis activities that support the Company’s budgeting, forecasting, financial reporting, capital planning, and business decision-making processes. Reporting to the Senior Manager, Financial Planning & Analysis, this position analyzes financial and operational information, develops financial models and reports, evaluates business performance, identifies financial risks and opportunities, and recommends solutions that support informed business decisions.

The Financial Analyst exercises independent judgment in analyzing financial data, interpreting trends and variances, and developing recommendations within established financial policies and procedures while collaborating with Finance and cross-functional business partners to support the Company’s strategic and operational objectives.

ESSENTIAL JOB DUTIES & RESPONSIBILITIES

The following duties are representative of the work performed. Additional duties may be assigned as necessary to support business operations.

Financial Analysis

  • Analyze weekly, monthly, quarterly, and annual financial results by comparing actual performance to budgets, forecasts, and prior-year results.
  • Research financial and operational variances, identify trends and business drivers, and provide recommendations to management regarding financial performance.
  • Develop and maintain financial models, reports, dashboards, and analysis that support budgeting, forecasting, and operational planning.
  • Prepare financial analysis supporting new store openings, remodels, capital expenditures, and other business initiatives.
  • Evaluate operating expenses and identify opportunities to improve cost efficiency and profitability.

Budgeting and Forecasting

  • Support the annual budgeting process and periodic financial forecasts by analyzing historical results, business assumptions, and operational data.
  • Monitor departmental budgets and provide variance analyses to assist business leaders in managing financial performance.
  • Assist in preparing long-range financial planning analysis and related supporting schedules.

Business Partnership

  • Partner with Operations, Merchandising, Marketing, Store Operations, and other departments to provide financial analyses supporting business initiatives.
  • Respond to requests for financial information and assist business partners in understanding financial performance and key operating metrics.
  • Prepare financial reports, dashboards, and presentations for Finance leadership and business management.

Capital Planning

  • Analyze capital expenditure requests by reviewing financial assumptions, projected costs, and expected business benefits.
  • Monitor capital project spending and report significant budget variances or financial risks.
  • Assist in evaluating the financial impact of capital investment opportunities.

Financial Reporting

  • Prepare recurring and ad hoc financial reports to support management decision-making.
  • Participate in month-end and year-end financial close activities by analyzing financial results and investigating significant variances.
  • Maintain financial reporting information within company systems to support data accuracy and consistency.
  • Assist internal and external auditors by preparing financial analyses and supporting documentation.

Continuous Improvement

  • Identify opportunities to improve financial reporting processes, reporting automation, and operational efficiency.
  • Recommend enhancements to financial models, reporting tools, and business processes.
  • Participate in cross-functional projects supporting business growth and process improvements.
  • Perform other duties and special projects as assigned.

REQUIRED QUALIFICATIONS

  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field from an accredited college or university.
  • Minimum of three (3) years of progressively responsible experience in financial analysis, Financial Planning & Analysis (FP&A), corporate finance, accounting, or a related finance function.
  • Experience in retail, grocery, consumer products, manufacturing, or distribution environments is preferred.
  • Professional accounting or finance certification (CPA, CMA, CFA, or equivalent) is a plus.
  • Knowledge of financial planning, budgeting, forecasting, variance analysis, and financial reporting principles.
  • Ability to analyze financial and operational information and develop practical business recommendations.
  • Ability to exercise sound judgment when evaluating financial information and resolving routine to moderately complex business issues.
  • Advanced proficiency in Microsoft Excel, including PivotTables, v lookup functions, logical formulas, and financial modeling.
  • Experience with ERP systems and financial reporting tools; SAP, Power BI, or similar or similar business intelligence platforms are highly preferred.
  • Strong analytical, quantitative, problem-solving, and organizational skills.
  • Ability to analyze large data sets and communicate financial information clearly to both finance and non-finance stakeholders.
  • Strong organizational and time management skills with the ability to manage multiple priorities and meet deadlines in a fast-faced environment.
  • High level of integrity, accuracy, attention to detail, professionalism, and confidentiality.
  • Ability to work independently while collaborating effectively with cross-functional teams.
  • Self-motivated with a continuous improvement mindset.
  • Excellent written and verbal communication skills in English.
  • Ability to communicate in Mandarin and/or Cantonese is preferred, but not required.

PHYSICAL REQUIREMENTS

The physical demands described below are representative of those that must be met to successfully perform the essential functions of this position. Reasonable accommodations will be provided in accordance with applicable federal, state, and local laws.

  • Prolonged periods of sitting and working on a computer.
  • Frequent use of hands and fingers for typing, data entry, and operating office equipment.
  • Ability to view computer screens and read documents for extended periods of time.
  • Occasionally required to stand, walk, bend, reach, or lift and carry office materials weighing up to 15 pounds.
  • Ability to attend meetings and move between office departments as needed.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

LIMITATIONS & DISCLAIMER

This job description is intended to describe the general nature and level of work performed by individuals assigned to this position and is not an exhaustive list of all duties, responsibilities, or qualifications required. The Company reserves the right to modify, add, or remove duties and to assign other responsibilities as business needs change, in compliance with applicable federal, state, and local laws. The Company will provide reasonable accommodation in accordance with applicable law. Compensation and benefits are determined based on factors such as education, experience, skills, qualifications, internal equity, and business needs, and are administered in compliance with applicable pay transparency and wage disclosure laws. Nothing in this job description alters the at-will employment relationship, creates a contract of employment, or guarantees employment for any specific duration.

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