Financial Planning & Analysis

MAIN BUSINESS
Provide financial analysis and planning support for retail operations. Transform financial data into actionable insights to improve store profitability, optimize pricing and promotion strategies, and ensure effective financial forecasting and reporting across the business.
RESPONSIBILITES
1. Planning and Forecasting
Build monthly and quarterly forecasts (Revenue, Gross Profit, Operating Expenses) using driver-based models.
Support the annual operating plan (AOP) and new store opening (NSO) projections.
Maintain discipline and accuracy in forecasting across business units.
2. Performance Analysis
Prepare and standardize store P&L by cohort (e.g., NSO <6 months / 6-12 months / >12 months).
Conduct variance analysis (price, mix, volume, promotion, expiry, shrinkage).
Track promotion and loyalty ROI and identify underperforming initiatives.
Maintain SKU margin and weekly profitability reports.
Monitor key ratios such as labor cost %, inventory aging, and DSO (for hospital channel).
3. Business Partnering & Decision Support
Develop financial models to support key business decisions such as store relocation, closure, and promotion ROI.
Prepare concise financial reports and presentations for management and cross-functional meetings.
Coordinate closely with Accounting, SCM, Category, and Operations to ensure data accuracy and consistency.
4. Reporting & Continuous Improvement
Publish monthly FP&A packs (traffic, AOV, mix, GP$, promo ROI, labor%).
Maintain price exception logs and profitability tracking.
Automate reporting processes and standardize data models for efficiency and accuracy.