Senior Financial Analyst

Description

ABOUT GABE'S

Gabe's was founded in Morgantown, WV in 1961 with a mission to offer customers the quality products that they want, at affordable prices they love. Today our mission continues as Gabe's expands into new and existing markets across 20 states. Gabe's enjoys an outstanding reputation in the communities we serve. This reputation is a result of living our values and making the best decisions for our associates, customers, and company. Together we will strive to deliver superior customer service, create a great work environment, and improve the value we deliver to our customers.

JOB SUMMARY AND PURPOSE

The Senior Financial Analyst will be responsible to support financial planning, reporting, and data-driven decision-making within a dynamic retail environment. This role combines advanced financial modeling, data analysis, and systems expertise to drive insights across store operations, merchandising, and overall company performance.

The ideal candidate is highly proficient in Excel and PowerPoint, experienced with Access and SQL, and understands the key drivers of retail performance such as sales, margins, inventory, and traffic.

DUTIES AND RESPONSIBILITIES

• Continuously enhance and refine financial models to better reflect business drivers, improve usability, and support evolving business needs

• Drive ongoing process improvement across financial planning, reporting, and data workflows:

o Maintain and improve existing processes

o Identify inefficiencies and proactively implement better solutions

o Build new processes where gaps exist, with a focus on scalability and automation

• Operate with a high degree of ownership and accountability:

o Take full responsibility for assigned deliverables from start to finish

o Ensure accuracy, timeliness, and clarity of all outputs

• Partner directly with finance leadership (SVP Finance / Manager, etc.) on:

o Ad hoc analysis

o Scenario modeling and business planning, utilizing 3-Statement models and developing new models as necessary

• Own capital reporting and analysis, including:

o Tracking and reporting on capital expenditures

o Monitoring actuals vs. plan and working with department heads to identify future variances to budget

• Leverage SQL, Access, Excel, and Claude to:

o Extract, manipulate, and analyze large datasets

o Automate manual processes and reporting workflows

o Improve data accessibility and reliability

• Actively challenge the status quo:

o Identify opportunities to improve reporting, analysis, and decision-making

o Bring forward new ideas, tools, and approaches

o Be comfortable questioning existing processes and recommending better alternatives

• Support budgeting, forecasting, and long-range planning processes, ensuring alignment with operational and financial objectives

KNOWLEDGE, SKILLS, AND ABILITIES

Financial Modeling & Analysis

• Build and maintain robust financial models, including full 3-statement models (income statement, balance sheet, and cash flow) from the ground up

• Develop store-level and company-wide forecasts and budgets

• Analyze key retail metrics including:

o Sales, comp/store growth

o Gross margin and markdowns

o Inventory turns and shrink

o Traffic, conversion, and average transaction value (ATV)

• Perform scenario and sensitivity analysis (pricing, promotions, store openings/closures)

• Partner with merchandising and operations teams to evaluate performance and opportunities

Data & Systems

• Design and maintain databases (including Microsoft Access) to support reporting and analytics

• Write and optimize queries to extract and analyze data from POS, inventory, and financial systems

• Automate recurring reports such as daily/weekly sales, margin, and inventory reporting

• Improve data accuracy and streamline reporting processes across systems

Reporting & Decision Support

• Develop and maintain dashboards and reporting packages

• Provide actionable insights on store performance, product performance, and profitability

• Identify trends / risks (e.g., margin pressure, slow-moving inventory, regional performance gaps)

• Support ad hoc analysis for merchandising, operations, and finance leadership

EDUCATION AND EXPERIENCE

• Bachelor's degree in Finance, Accounting, MIS, or related field

• 2 - 5+ years of experience in financial analysis, FP&A, or retail finance

• Advanced proficiency in Microsoft Excel (financial modeling, large dataset handling)

• Advanced design / layout skills in Microsoft PowerPoint (polished / professional layouts, communication through charts / graphs, typography principles, etc.)

• Strong working knowledge of SQL/Database Design (joins, aggregations, data extraction)

• Experience with Microsoft Access or similar database tools

• Experience working with retail data (POS systems, inventory systems, or merchandising data)

• Financial Modeling Requirement (Critical)

• Understand how a 3-statement model functions, including:

o Income statement, balance sheet, and cash flow interdependence

o Retail-specific drivers such as sales growth, margin assumptions, inventory, and working capital

o Scenario and sensitivity analysis (e.g., impact of promotions, pricing changes, store expansion)

• Ability to clearly explain model structure, assumptions, and outputs

SUPERVISION

This position does not have any supervisory responsibilities.

DISCLAIMER

This description does not state or imply that the duties listed are the only duties to be performed by the position incumbent. Justification for information provided in the job description may be requested. Employees are required to follow job-related instructions and perform other job-related activities assigned by their supervisor.

All requirements are subject to possible modification to provide reasonable accommodation for individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves, other employees, or the public.