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ALDI Financial Planning Analyst I in Naperville, Illinois

We're ALDI, one of America's favorite grocers. We've grown a lot in the past few years, expanding our reach and customer base all around the country. Whether it's in customer service or our exceptional products, we owe our success to the efficiencies we create in every corner of our company and the people at each level who make that happen.

To help save our customers green, we need an amazing team who knows all about it. Our National Finance & Administration Services department oversees the management of the critical resources and infrastructure that our people need to get the job done at every level. This service department is designed to make sure our retail divisions and executive leadership receive the support they need to run a successful operation. Within Finance our teams include: Accounting, Financial Planning & Analysis, Financial Reporting, Tax and Treasury.

Position Type: Full-Time

Duties and Responsibilities:

Must be able to perform duties with or without reasonable accommodation.

• Supports the creation and maintenance of financial models to drive business decisions.

• Analyzes working procedures with the objective to identify best practices.

• Performs cost-benefit analyses, research-based projects and small-scale feasibility studies to support the operating divisions, national departments and committees.

• Extracts and analyzes historical financial data to accurately forecast expected future results.

• Analyzes working procedures with the objective to identify best practices.

• Develops and executes plans for small-scale projects; determines and creates the required project deliverables.

• Assists leadership in implementation of large-scale projects.

• Collaborates with team members and communicates relevant information to direct leader.

• Upholds the security and confidentiality of documents and data within area of responsibility.

• Other duties as assigned.

Job Qualifications:

ALDI Acts Competencies:

Perform within ALDI Acts competencies as outlined below.

• Collaborates and Cooperates with Team: Commits to and supports a collaborative and high-performing working environment with peers and managers.

• Drives for Success: Seizes opportunities and proactively takes concrete actions to complete tasks. Goes the “extra mile” and persistently overcomes obstacles to improve ouTputs.

• Focuses on the Customer: Seeks to understand underlying customer needs to create value. Drives the team to maintain focus on customers.

• Focuses on Quality: Takes an efficient, analytical approach to solve problems or produce outputs in an accurate and timely manner. Ensures quality and accuracy of results.

• Plans and Prioritizes: Sets priorities and organizes information in order to efficiently and effectively get the job done.

Job-specific Competencies:

Knowledge/Skills/Abilities

• Gives attention to detail and follows instruction.

• Ability to stay organized and multi-task efficiently.

• Ability to work both independently and within a team environment.

• Establishes goals and works toward achievement.

• Effective time management; maximizes productivity.

• Proficient in Microsoft Office Suite with advanced skills in Microsoft Excel.

• Financial modelling experience, including the use of NPV, IRR, payback period.

• In-depth understanding of financial statements.

• Ability to interpret and apply company policies and procedures.

• Knowledge of the process for recording, classifying, and summarizing financial transactions in accordance with company, statutory, tax, cost, and reporting requirements.

• Excellent verbal and written communication skills.

• Prepares written materials to meet purpose and audience.

• Knowledge of financial analysis strategies.

• Ability to understand, reconcile, and substantiate balances in associated General Ledger accounts.

• Analyzes and interprets data.

Education and Experience:

• Bachelor's Degree in Accounting, Finance or a related field required.

• A minimum of 1 year of relevant experience required.

• Or, a combination of education and experience providing equivalent knowledge.

Physical Requirements:

• Work is performed in an office environment where a computer, telephone and other office equipment are used as needed to perform duties.

• Regularly required to sit, reach, grasp, stand and move from one area to another.

• Constantly and repeatedly use keyboard/mouse.

• Occasionally required to push, pull, bend, lift and move up to 25 lbs.

Travel:

• International & Domestic travel required.

• Up to 10%.

ALDI offers competitive wages and benefits, including:

  • 401(k) Plan

  • Company 401(k) Matching Contributions

  • Employee Assistance Program (EAP)

  • PerkSpot National Employee Discount Program

In addition, eligible employees are offered:

  • Medical, Prescription, Dental & Vision Insurance

  • Generous Vacation Time & 7 Paid Holidays

  • Short and Long-Term Disability Insurance

  • Life, Dependent Life and AD&D Insurance

  • Voluntary Term Life Insurance

Click here to learn more about the benefits ALDI has to offer (https://careers.aldi.us/benefits)

ALDI is committed to equal opportunity for all employees and applicants. As a proud Equal Opportunity Employer (EOE), we do not discriminate based on race, color, national origin, ancestry, citizenship status, religion, sex, sexual stereotyping, sexual orientation, gender, gender identity, gender expression, age, marital status, mental or physical disability, medical condition, genetic information, military or veteran status, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), or any other protected characteristic. Employment may be contingent upon ALDI's receipt of an acceptable and job-related drug test, motor vehicle report, and/or reference check, as applicable and permissible by law.

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