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Financial Business Consultant, Corporate Purchasing Support - Lakeland

Apply Job Req. ID 20328BR Date Posted 06/24/2022 Location Lakeland, Florida
The Financial Business Consultant position on the Business Analysis & Reporting (BAR) team that supports either the Customer Service Retail Business Unit (RBU) or the Retail Scheduling & Forecasting team provides analysis, direction, consultation, leadership, planning, performance measurement and specialized business and strategic financial advisory services to various levels of the assigned RBU and cross-functional strategic initiative teams to enable and support information-based decision making.

It serves as financial point of contact for assigned business functions, managing and ensuring consistent support in both strategic and regularly recurring decision-making processes. The incumbent is a Subject Matter Expert (SME) with broad knowledge in the field of financial analysis, responsible for project managing. This position works on larger, more complex projects both for the RBU supported as well as corporate level projects that may span multiple RBUs.

The Financial Business Consultant is also to consult with business partners across the enterprise to provide financial-based recommendations to support strategic decision needs that require BAR financial input. These recommendations are regularly relied upon as the primary input into final decision-making processes for matters of significance, and influence strategic decisions related to the products, services, or Publix locations our customers have access to as well as internal efficiencies that result in improved use of Publix resources, ultimately impacting both sales and profitability.

Primary Responsibilities:
  • serving as a financial point of contact for assigned Corporate Purchasing Retail Business Unit (RBU), managing and ensuring consistent support in both strategic and regularly recurring decision-making processes
  • serving as an organizational thought leader and proactively advocating for viewpoints associated with their domain of expertise, while supporting and reinforcing recommendations and standards brought forth from across the Financial Analysis function
  • providing comprehensive analytical consulting to support an assigned business function, in addition to generally providing financial-based recommendations to support strategic decision needs for the RBU and across the enterprise (as assigned) that require financial input
  • consulting and providing financial-based analyses to support tactical and RBU project needs for the assigned RBU that require financial input
  • managing analysis & reporting and ad-hoc requests to ensure assigned RBU is properly informed on decisions
  • developing and supporting corporate financial and strategic planning, forecasting, and reporting structures
  • mentoring/training financial Sr. Business Analysts, Business Analysts, and other associates as needed
Required Qualifications
  • Bachelor’s degree in Finance, Accounting or another analytical discipline with at least 4 years relevant analytical business experience or equivalent
  • Interpersonal skills
  • Teamwork and collaboration skills
  • Ability to communicate effectively with various levels of Publix associates, including effective listening skills
  • Ability to quickly develop an understanding of new information, processes, and technologies
  • Ability to take responsibility for learning new skills and processes
  • Good judgment skills
  • Ability to check own work for data analysis or computational errors
  • Proven strong ability to prioritize tasks and manage multiple projects, including organizational skills, attention to detail, and adherence to deadlines while ensuring accuracy
  • Demonstrated use of good analytical skills (including math & statistics), and problem-solving skills
  • Intermediate or higher level of proficiency in Microsoft Office applications (Excel, Access, Word, PowerPoint and Outlook)
  • Must be self-motivated, requiring little direction in day-to-day activities
  • A willingness to be flexible and adapt quickly and efficiently to change
  • Enthusiasm, initiative and pride in work
  • Commitment to Publix and our mission
Preferred Qualifications
  • Master's degree in Accounting or MBA with concentration in Accounting or Finance with at least 5 years relevant analytical business experience or equivalent
  • Knowledge of other Publix Business Units, including their basic roles and responsibilities
  • Knowledge of Accounting and/or Finance principles, general business practices and financial statements and business practices specific to Publix
  • Knowledge of analytical techniques, including how to quickly identify and correct logical flaws and/or shortcomings, as well as improve the overall accuracy of the analysis
  • Knowledge of the RBUs, their results and how they influence other departments and overall corporate results
  • Knowledge of statistics and quantitative methods
  • Knowledge of the Publix retail store environment and operations
  • Knowledge of Activity Based Costing and ShrinkSmart
  • Ability to prepare and summarize fact-based information to share with various levels of the organization
  • Ability to train peers and new associates
  • Advanced knowledge of Microsoft Office applications. Highly skilled in the use of advanced spreadsheet functions and techniques. Proficient in the effective use of Access databases to write complex queries and VBA code.
  • Advanced knowledge of Publix systems/ data sources (SAP, EDW, Host, PIMs, Marwood, FINDSS, DB2, Store Accounting, Oasis, EDW, Supplemental Data, Nielsen, etc.) and the interrelationships of those systems
  • Advanced knowledge of MicroStrategy Developer or similar data visualization tool (e.g., Tableau, Power BI)
  • Knowledge of MasterCard/APT Test & Learn, Basket Insights, and Benchmarker
  • Knowledge of Alteryx
Potential Annual Pay with Bonus 75,270 - 113,490 Minimum Base Pay 5,790 Maximum Base Pay 8,730 Frequency of Pay Monthly Hours of Work Average of 45 hours per week Travel Frequency 0% Year End Bonus As a year-end bonus to associates, Publix issues one month’s extra pay (pro-rated in the first year) each year if associate remains employed through issue date of the bonus check that year. This is calculated as a 13th month of pay in the Potential Annual Pay with Bonus line above. Address 3300 Publix Corporate Parkway City Lakeland Region FL between Orlando and Tampa Potential Annual Base Pay 75,270 - 113,490 Benefits
  • Employee stock ownership plan that contributes Publix stock to associates each year at no cost
  • An opportunity to purchase additional shares of our privately-held stock
  • 401(k) retirement savings plan
  • Group health plan (with prescription benefits)
  • Group dental plan
  • Group vision plan
  • Sick pay
  • Paid Parental Leave
  • Long-term disability insurance
  • Company-paid life insurance (with accidental death & dismemberment benefits)
  • Tuition reimbursement
  • Vacation pay
  • Free hot lunches (buffet-style) at facilities with a cafeteria
  • Paycheck direct deposit
  • Credit union
  • Access to over 50 discount offers including discounts on computer, vehicle and wireless purchases
  • 6 paid holidays (associates can exchange the following holidays with their manager’s approval: New Year’s Day, Memorial Day, Fourth of July, and Labor Day)

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