Job Description

Job Title: Senior Financial Analyst, Financial Planning

Internal Job ID: 10041664

Location: Pleasanton, CA (Hybrid, 2 days onsite) - Local candidates only will be considered at this time

Compensation: $110,500 - $135,350 (DOE) + Bonus & Benefits

The Company: Well-established, national retailer is seeking a Senior Financial Analyst to join its high-performing Corporate Financial Planning & Analysis (FP&A) team. This Fortune 500 company operates thousands of locations across the U.S. and continues to expand by focusing on operational excellence, financial discipline, and delivering value to its customers. With a fast-paced, highly collaborative work environment, the company offers career growth opportunities, exposure to senior leadership, and a culture of continuous learning.

The Role: The Senior Financial Analyst will play a key role in forecasting, long-term planning, reporting, and strategic financial analysis to support the Finance department and senior leadership. This role requires strong financial modeling skills, the ability to work with ambiguity, and a proactive approach to problem-solving . The ideal candidate will have experience collaborating with stakeholders across an organization and providing meaningful insights that drive business decisions.

Key Responsibilities:

• Support the weekly forecasting process, analyzing key P&L components (sales, gross margin, inventory, etc.)
• Partner with business units to identify financial trends, variances, and key drivers to provide insights for decision-making
• Assist with the annual budgeting and long-term planning processes, helping to set financial targets and build forecasts
• Communicate key updates to business partners, generate high-level summaries, and explain financial variances
• Prepare daily, weekly, monthly, and quarterly financial reports, including analysis of business performance, inventory trends, and balance sheet data
• Support Investor Relations and executive leadership with analytical insights and board-level financial discussions
• Conduct ad-hoc financial analysis to support business strategy and operational improvements

Qualifications:

• 4-5+ years of experience in FP&A, corporate finance, or financial analysis (retail industry experience preferred but not required)
• Bachelor’s degree in Finance, Accounting, Economics, or related field (CFA or MBA a plus)
• Strong analytical and financial modeling skills, with a data-driven approach to problem-solving
• Experience with financial systems and applications (PowerBI, Hyperion, MicroStrategy, Peoplesoft Financials, etc.)
• Proficiency in Excel (advanced modeling) and PowerPoint
• Ability to synthesize large data sets and translate findings into actionable insights
• Strong communication and business partnering skills—ability to collaborate across teams and present to leadership
• Comfortable working in a fast-paced, evolving environment and taking ownership of projects with minimal oversight

Why consider this Opportunity?

• Career Growth – A company that invests in employee development
• High-Impact Role – Direct exposure to senior leadership on key financial strategies
• Collaborative Culture – A team-oriented environment that values innovation and learning
• Competitive Pay & Benefits – Comprehensive compensation package including bonus & hybrid work flexibility

This role is an excellent opportunity for a finance professional looking to make an impact in a fast-growing, nationally recognized retail organization . Apply today to learn more!

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