Financial Analyst

Job Description

THE DEPARTMENT:

The Finance Department supports the product, people, promotion, place, and profit strategies of the company by providing centralized delivery of all financial services. Internally, Finance provides financial services to all divisions of the company. Externally, Finance provides financial information and reporting to the parent company, Berkshire Hathaway, as well as state and federal regulatory agencies. The Finance Department is divided into six areas: (1) General Accounting, which includes financial reporting, fixed assets, financial system integration, cash management, inventory control, merchandise and expense payables, operations audit travel processing, and tax reporting, (2) Planning and Analysis, which includes annual budgeting and forecasting, (3) Payroll, which includes all payroll and bonus processing and payroll tax reporting, (4) Supply Chain, which negotiates and maintains vendor contracts, and manages (non-merchandise) purchasing, (5) Loss Prevention, which handles all property, casualty and liability insurance programs and serves as the risk management and legal liaison for the company, and (6) Information Security, which maintains compliance with regulatory frameworks, ensuring protection of Helzberg digital assets.

Position Summary

This position is responsible for planning and analysis to support Helzberg Diamonds. This position collects and analyzes financial information to track organization’s progress against its financial goals. Assists in the creation and maintenance of various sales and expense plans. Reports current or expected financial performance and creates financial models to guide decision making. The Financial Analyst will also provide ad hoc financial analysis and special projects as needed. The Analyst role will work closely with employees at all levels across the Corporate Headquarters to develop reporting, review results, and develop the annual plan & monthly forecasts.

Principal Accountabilities

• Provide budget & forecast support; assist with creation of the annual plan & monthly forecasts, review departmental budget submissions and creation of the budget book at the end of the process.
• Support the month-end reporting by working with the assigned support organization(s) and accounting to ensure expenses are properly recognized within the period.
• Support the other departments by providing financial guidance, assistance in tracking monthly expenditures, support in creating the annual plans and forward-looking changes to their monthly projections.
• Maintain a current cash forecast/plan.
• Maintain current planning system.
• Support the HR and Store Operations departments by providing financial guidance and tracking for all aspects of the store, regional manager and jeweler bonuses.
• Maintain US Census Bureau reporting, ensuring reports are completed and submitted in a timely manner.
• Continue to develop enhancements to existing processes to leverage a digital first mentality.
• Participate in various projects as required.
  
  

Supervisory Responsibilities

This position does not have any direct reports.

Qualifications

• Bachelor’s degree in Accounting, Business, or Finance.
• Minimum of three years’ work experience preferably in a Financial Planning & Analysis function.
• Detailed knowledge of all Microsoft Office applications including Excel modeling and PowerPoint presentation development.
• Previous experience with planning systems (Oracle a plus), business case modeling, and relational databases (Tableau, and Snowflake a plus).
• Excellent interpersonal qualities: ability to collaborate effectively using broad range of influence styles to drive desired results; works well with others and is considered a true collaborator.
• Very strong project, process, and organizational skills; able to effectively juggle multiple projects/assignments at one time and deliver high-quality results in timely fashion.
• Proactive work style and ability to work independently and manage cross-functional activities with limited oversight; comfortable working in and bringing structure to ambiguous environments.
• Hybrid schedule with predictable onsite attendance required three or more days per week to perform essential functions involving interactive behaviors with co-workers and managers, operation or manipulation of equipment and/or materials located only on site, and direct interaction with internal and/or external customers.
  
  

Competencies

Integrity, Analytical Thinking, Business Knowledge, Customer Service Focus, Flexibility, Teamwork and Cooperation

Auto req ID

7187BR

Location

SSC-Store Support Center

City and State

North Kansas City, MO