Financial Analyst I

Posting Date: Sep 11, 2023

Location: Tyler, TX

Company: Brookshire Grocery Company

Brookshire Grocery Company (BGC) is a family business based in Tyler, Texas, and currently operates more than 205 stores in four states – Texas, Louisiana, Arkansas, and Oklahoma – with three distribution centers and a corporate office. BGC prides itself on offering its partners one of the most comprehensive benefits packages in the industry which includes medical, prescription drug, vision, dental, paid time off, stock ownership, a 401k retirement plan, incentive plans, employee discounts, educational scholarships, and access to BGC’s 205-acre outdoor recreation area.

Job Summary

This role will be a key partner in the Financial Planning and Analysis department and will be supporting the Company’s annual budgeting process and special projects. Provides research and analysis for financial consulting and strategic support to senior management including assisting in the preparation of board presentations, financial presentations, capital expenditure analysis, industry and peer group comparisons, new business opportunity analysis, acquisition analysis, and other projects requested by senior management. This position acts as a key component to the analytical engine of the Company to provide insight and support optimal business decision making.

Essential Duties and Responsibilities

  • Planning
    • Supports the preparation of the Company’s annual budget and forecasting, works with and incorporates various inputs from groups across the Company.
    • Responsible for providing analytical information for the corporate financial model, including strategic plan.
  • Analysis
    • Supports senior management team and department heads with in-depth analysis.
    • Analyzes complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes.
    • Understands ROI in new stores, remodels, acquisitions, capital expenditure, leases, marketing programs, as well as new projects.
    • Develops financial models and analyses to support strategic initiatives, including NPV and IRR analyses.
    • Analyzes current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures.
    • Monitors performance indicators; highlighting trends and analyzing causes of unexpected variance.
    • Improves performance by evaluating processes to drive efficiencies.
    • Performs ad-hoc analysis.

Essential Duties and Responsibilities

  • Reporting
    • Assists with creating an enterprise wide reporting strategy and standards.
    • Develops monthly and quarterly financial reports.
    • Implements and works with a business intelligence tool and dashboard reports.
    • Supports the administration and management of the financial reporting system.
    • Performs ad hoc reporting.
  • M&A
    • Participates in due diligence and financial modeling for mergers and acquisitions.
  • Assists in the preparation of presentations for Board of Directors and senior management team.

Knowledge, Skills and Abilities

  • Advanced mathematical skills relevant to accounting, finance, and statistics.
  • Advanced knowledge of financial statements.
  • Advanced knowledge of Microsoft Office applications including Excel, Outlook, and PowerPoint.
  • Intermediate knowledge of software systems used for planning, forecasting, and budgeting.
  • Ability to think creatively, highly driven and self-motivated.
  • Ability to communicate effectively in written and verbal form.
  • Ability to comprehend and interpret information.
  • Ability to prepare reports and business correspondence.
  • Ability to research information, establish facts, and draw valid conclusions.
  • Ability to learn new technology systems, methods, and processes.
  • Ability to reason, form concepts, and recognize and solve problems.
  • Ability to analyze complex information.
  • Ability to show information in presentation or diagram form.
  • Ability to organize, prioritize, and manage time.
  • Ability to maintain confidentiality regarding sensitive information.
  • Must be attentive to potential hazards and remedy or place appropriate warning signs or devices around or near the hazard as soon as is reasonably possible.
  • Must report any potential hazards that cannot be immediately remedied to a supervisor.

Education, Experience, and Qualifications

  • Bachelor's Degree required.
  • Financial Planning & Analysis experience preferred.
  • Experience with annual planning/budget cycles preferred.
  • Experience with relevant enterprise reporting and budgeting system(s), including Excel Add-ins preferred.
  • Experience with financial modeling, including IRR and NPV analyses preferred.
  • Experience in multi-unit retail/restaurant preferred.
  • Experience preparing PowerPoint presentations for Board of Directors and senior management team preferred.

Physical Demands

  • Continuously required to use close vision, distance vision, depth perception or the ability to focus.
  • Continuously required to talk and hear.
  • Continuously required to use hands for reaching, touching or handling.
  • Continuously required to use fine finger movements (ex. sorting and typing).
  • Frequently required to sit for long periods of time.
  • Occasionally required to push, pull, maneuver or lift objects up to 40 lbs.
  • Occasionally required to bend, kneel, squat, stoop or crawl.
  • Occasionally required to stand or walk.

Work Context and Environment

  • Work is generally performed in an office environment.
  • Quiet to moderate noise level.

Brookshire Grocery Company strives to provide a safe, drug free and alcohol-free environment for its partners and guests. The Company is an Equal Opportunity Employer and makes employment decisions without regard to race, color, religion, sex (including pregnancy, gender identity and sexual orientation), national origin, age (40 or older), disability, genetic information or military status and any other trait protected by law.

Nearest Major Market: Tyler