Strategic Financial Planning Analyst III

Strategic Financial Planning Analyst III

As part of our National Finance & Administration Services department, you'll help manage the critical resources and infrastructure that keep ALDI running smoothly. Your insights and skills will help every department make smarter decisions and ensure our retail divisions and executive leadership receive the support they need to run a successful operation. Within Finance, our teams include: Accounting, Financial Planning & Analysis, Financial Reporting, Tax and Treasury. Join our dynamic, project-based team as a Strategic Financial Planning Analyst III and support ALDI's strategic goals. In this engaging role, you will assist with financial modeling to evaluate capital investments and long-term business performance. Your analytical skills and adaptability will be crucial in driving growth, profitability, and return on investment optimization while working on diverse and sensitive projects. If you thrive in a role that offers variety and challenges, we want to hear from you!

Position Type: 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:

• 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.

Job-specific Competencies:

• 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.

Education and Experience:

• 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.

Physical Requirements:

• 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.

Travel:

• International & Domestic travel required. Up to 10%.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.