Job Number:

260000GQ)

Description

WHY JOIN BEALLS?

At Bealls Inc., we've spent 111 years delivering brands, style, and value while creating exceptional experiences for our guests. As a family-owned, leading off-price retailer with more than 650 stores across 23 states, we remain committed to our entrepreneurial spirit, core practices, and communities.

We believe success is built through innovation, teamwork, and collaboration across our organization. We offer opportunities to build skills, grow careers, and make meaningful contributions in a supportive environment where people are valued and empowered to succeed.

Financial Planning & Analysis, Financial Analyst I

Role Summary

The Financial Analyst supports the FP&A Senior Manager and business partners with reporting, forecasting, and analysis that drive cost and efficiency decisions. This role contributes to operational efficiency and continuous improvement within the logistics organization.

Impact on Business

• Deliver actionable insights through qualitative and quantitative analysis to internal stakeholders.
• Support corporate strategic initiatives, enhance internal processes, and evaluate business performance.
• Help develop forecasts, budgets, financial models, and dynamic analytics to inform decision-making.

Key Responsibilities

• Prepare financial reports, analyses, and recommendations (including charts, graphs, industry and internal trend analysis, and exception reporting) for senior management.
• Assist in developing monthly forecasts, annual budgets, and long-range projections in collaboration with operational stakeholders and through historical performance analysis.
• Build working relationships with business partners.
• Prepare materials for and, as needed, present at leadership meetings.
• Deliver analytical support to assigned areas such as logistics and distribution center operations, store operations, and ecommerce.
• Identify profit improvement opportunities and share findings with business partners.
• Design and develop clear, logical, and dynamic financial models to analyze large volumes of data.
• Automate reporting and analytics using BI tools where applicable.
• Conduct scenario modeling and Return on Investment (ROI) analysis to support business decisions.
• Foster a culture of customer service, continuous process improvement, and effective collaboration within FP&A.
• Uphold personal responsibility for the integrity and accuracy of all work.
• Perform other duties and responsibilities as assigned.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Management/Administration, or related field required.
• Two years if financial analysis experience preferred; logistics, supply chain, distribution experience or retail/ consumer-facing industry experience a plus.
• Proficiency in Microsoft Office suite (especially Excel and PowerPoint); experience with ERP systems (Oracle, Hyperion) and BI tools (Power BI, Tableau) preferred.
• Knowledge of finance, accounting, financial reporting, and automated financial/accounting systems.
• Experience with database/data cube management and general ledger structures preferred.
• Strong analytical, critical thinking, and problem-solving skills.
• Excellent verbal and written communication skills; ability to communicate clearly with business partners and leadership.
• Demonstrated ability to manage multiple projects simultaneously and produce quality work within tight timeframes.
• Adaptability and openness to leveraging AI, automation, and advanced analytics in financial planning.
• Team player with a creative approach and attention to detail.
• Willingness to work occasional evenings and weekends based on business needs.