Business Planning Analyst III

Job description

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. In this role the Business Planning Analyst III will be part of the Corporate and Consolidated company Budget and Forecasting tasks and have the opportunity to work directly with various department leadership. The ideal candidate will have experience in business finance/accounting, developing forecast models and bring strong collaboration. Proficiency in SAP/Analysis for Office and advance knowledge in Microsoft Excel will be preferred. Position Type: Full-Time W ork 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. • Serves as a key financial planning contact for divisional vice presidents and corporate cost center owners, developing monthly profit & loss forecasts and annual budgets. • Reviews, understands and incorporates local business impacts and communicates the consolidated business story to senior leadership. • Identifies and maintains forecast processes and models for a rapidly changing business; understands business challenges, proposes and supports solutions. • Partners directly with divisional and corporate leadership to translate financial information to non-financial users and support strategic recommendations. • Understands and applies macro and micro-economic and other market impacts to business development, communicates with management appropriately. • Reviews financial results, researches variances to forecast and budget, identifies exceptions, inconsistencies and actionable opportunities for improvement. • Coordinates and completes monthly, quarterly, and annual reporting to support leadership, Board meetings, and decision-making at the US and global levels. • Evaluates financial projections to forecast short and long-term operational liquidity needs, making short-term investment decisions and recommending debt issuance, repayment, and restructuring decisions to senior leadership. • Completes ad hoc data analysis, projects, and financial models as needed by the business. • Assists leadership with rollouts of large-scale projects, including the annual budget and target-setting processes. • Identifies, develops and maintains effective relationships with business partners and cross-functional teams at all levels of the organization. • Analyzes working procedures to identify and implement best practices. • Collaborates with team members and communicates relevant information to direct leader. • Upholds the security and confidentiality of documents and data within area of responsibility. • Other duties as assigned. Job-specific Competencies: Knowledge/Skills/Abilities • 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. • Ability to stay organized and multi-task efficiently. • Ability to work both independently and within a team environment. • Establishes goals and works toward achievement. • Effective time management; maximizes productivity. • Able to work in a fast-paced environment and coordinate multiple priorities. • Able to identify inefficiencies and implement solutions. • Able to analyze and break-down complex ideas into actionable insights. • Proactive and forward thinking. • Influences and communicates successfully at all levels of the organization, including senior leadership. • Strong collaborator who can build and maintain positive cross-functional business partnerships. 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. • Advanced proficiency with Microsoft Excel required. • Proficiency with SAP/Analysis For Office preferred. • 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: • Minimal travel required as needed for job related duties such as training, project work and administrative tasks. ALDI offers competitive wages and benefits, including: 401(k) Plan Company 401(k) Matching Contributions Employee Assistance Program (EAP) PerkSpot National Discount Program In addition, eligible employees are offered: Medical, Prescription, Dental & Vision Insurance Generous Vacation Time & 7 Paid Holidays Up to 6 Weeks Paid Parental Leave at 100% of pay Up to 2 Weeks Paid Caregiver Leave at 100% of pay Short and Long-Term Disability Insurance Life, Dependent Life and AD&D Insurance Voluntary Term Life Insurance Click here to learn more about the benefits ALDI has to offer ALDI is committed to equal opportunity for all employees and applicants. As a proud Equal Opportunity Employer (EOE), we do not discriminate based on race, color, national origin, ancestry, citizenship status, religion, sex, sexual stereotyping, sexual orientation, gender, gender identity, gender expression, age, marital status, mental or physical disability, medical condition, genetic information, military or veteran status, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), or any other protected characteristic. Employment may be contingent upon ALDI's receipt of an acceptable and job-related drug test, motor vehicle report, and/or reference check, as applicable and permissible by law. Jobs for Humanity is partnering with Aldi to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Aldi