Senior Financial Analyst

Loop Neighborhood Market•Union City, CA

6h•$130,000 - $150,000•Onsite

About The Position

We are seeking seasoned financial analytics professional with at least 12 years of experience to oversee and drive financial strategy, analysis, and decision-making across our multi-entity retail operations. This role requires a strategic thinker with strong financial acumen, deep experience in the retail sector, and the ability to lead high-impact initiatives. The Senior Financial Analyst will be a key contributor to executive decision-making, supporting long-term planning, investment evaluation, and performance optimization across all lines of business.

Requirements

Bachelor’s degree in Finance, Accounting, or a related field required; CPA or MBA strongly preferred.
Minimum of 12 years of progressive financial experience, with at least 5 years in a senior or strategic finance role.
Proven experience in the retail sector, especially in multi-unit or multi-entity structures.
Expertise in financial reporting, modeling, budgeting, forecasting, and variance analysis.
Strong command of US GAAP and experience working closely with accounting teams.
Highly proficient with Microsoft Excel (including pivot tables, advanced formulas, and modeling), and financial systems such as NetSuite, Adaptive Insights, or similar.
Strategic thinker with exceptional business acumen, attention to detail, and the ability to communicate complex financial information to non-financial stakeholders.
Demonstrated ability to lead cross-functional projects and deliver impactful results in fast-paced environments.

Nice To Haves

CPA or MBA strongly preferred.

Responsibilities

Lead financial analysis and reporting for a multi-company retail structure, including fuel, convenience retail, real estate, and wholesale operations.
Drive the monthly and quarterly close process by reviewing results, identifying key variances, and providing actionable insights.
Develop and refine key performance indicators (KPIs) aligned with business goals across all entities.
Assess capital investment opportunities, ROI, and long-term financial implications of major projects.
Build and maintain sophisticated financial models to support scenario planning, budgeting, and strategic forecasting.
Partner with executive leadership to evaluate new business initiatives, pricing strategies, and margin improvement opportunities.
Oversee the development of the Annual Operating Plan (AOP), long-range financial plans, and rolling forecasts.
Lead initiatives to improve operational efficiency and cost effectiveness, leveraging cross-functional collaboration.
Identify, recommend, and implement financial software tools and process enhancements to support scaling operations.
Mentor and train junior finance team members and support ongoing professional development.
Maintain up-to-date knowledge of retail industry trends, regulatory changes, and macroeconomic factors affecting the business.