UNFI is North America’s premier grocery wholesaler, and they are seeking a Finance Operations Analyst to support key forecasting processes and data-driven analytics within the Retail organization. The role involves creating financial models, developing dashboards, and preparing financial analyses to enhance decision-making and improve financial health.
Support creation, maintenance, and enhancement of Retail forecast models including scenario modeling, trend analysis, and driver-based forecasting
Develop and automate enterprise reporting for weekly, monthly, and quarterly reporting cycles including consistent refresh of KPIs and dashboards for the Retail Executive Team
Build and maintain KPI dashboards using Power BI or Tableau including data models, visualizations, and automated refresh logic
Prepare financial analysis that connects performance trends, operational drivers, and cross functional impacts for executive consumption
Utilize SQL, Essbase, and SmartView to extract, transform, and synthesize large datasets into actionable analysis
Support monthly close activities including variance analysis, reporting, insights, and review packages for senior leadership
Contributes to executive ready reporting decks, summary materials, and insights for forecast reviews, budget cycles, and performance updates
Partner with the Retail Finance Managers to drive process improvements, enhance planning tools, and elevate analytics maturity
Work cross functionally on special projects related to reporting modernization, model upgrades, and dashboard enhancements
Performs other duties as assigned
Qualification
Required
Bachelor's degree in finance, Accounting, Economics, or related field
0-2 years' experience w/ FP&A, corporate finance, analytics, or related experience
Demonstrated experience improving reporting processes and implementing automation enhancements
Understanding of FP&A fundamentals including forecasting, budgeting, variance analysis, and financial modeling
Proficient data analytics skill set including SQL proficiency for data extraction, transformation, and automation
Strong Excel and modeling skills include driver-based forecasting and sensitivity analysis
Ability to translate data into polished insights with clear, concise explanations
Strong communication skills with proven ability to partner across multiple finance teams and executive leadership
Ability to manage multiple priorities within tight deadlines and provide accurate deliverables
High attention to detail, strong organizational skills, and ability to ensure data integrity across reporting systems
Ability to work independently while collaborating effectively across Retail Finance and cross functional partners
Good judgment is required for this position as there may be times when direct supervision may not be immediately available
Preferred
Preferred experience with SmartView and Essbase including building queries, retrieving financials, and managing templates
Experience in retail or multi-unit environments is strongly preferred
Power BI or Tableau dashboard development experience including visuals, DAX or calculated fields, and data model construction
Benefits
Competitive 401k
Flexible PTO plan
Remote
Health benefits – first of the month following 30 days of employment
Mentorship program/developmental opportunities
Paid Time Off
Sick Time
Paid holidays and parental leave
401K Program
Medical, dental, vision, life, and accidental death/dismemberment insurance
Short-term and long-term disability insurance program
Flexible Spending Account and/or Health Savings Account
