Senior Financial Analyst - Business Planning

Batavia, IL
Full-Time

Job Description

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
Starting Salary: $112,500
Salary Increases: Year 2 - $120,000 | Year 3 - $127,500
Work Location: Batavia, IL
This role is eligible to participate in ALDI's Hybrid Work Program, which allows remote work up to 3 days per week(i.e., work remotely up to 3 days per week; work in-office at least 2 days per week).

Duties and Responsibilities:
Must be able to perform duties with or without reasonable accommodation.

* Communicates and informs leadership of status and results of assigned tasks in an accurate and timely manner.
* Advises on any changes or actions to improve the efficiency and effectiveness of the team.
* Informs management of recurring issues or when additional team training may be required.
* Serves as key financial planning contact for divisional vice presidents and corporate cost center owners, developing monthly P&L forecasts and annual budgets. Reviews, understands and incorporates local business impacts and communicates the consolidated business story to senior leadership.
* Identifies, develops and maintains forecast processes and financial models for a rapidly changing business; understands business challenges, proposes and creates solutions.
* Partners directly with divisional and corporate leadership to translate financial information to non-financial users and support strategic recommendations.
* Conducts macro and micro-economic analyses and plans for impacts to business development, communicates with management appropriately.
* Reviews financial results, researches variances to forecast and budget, identifies exceptions, inconsistencies and actionable opportunities for improvement.
* Coordinates and completes monthly, quarterly, and annual reporting to support leadership, Board meetings, and decision-making at the US and global levels.
* Evaluates financial projections to forecast short and long-term operational liquidity needs, making short-term investment decisions and recommending debt issuance, repayment, and restructuring decisions to senior leadership.
* Completes ad hoc data analysis, projects, and financial models as needed by the business.
* Assists leadership and leads implementation and rollouts of large-scale projects, including the annual budget and target-setting processes.
* Identifies, develops and maintains effective relationships with business partners and cross-functional teams at all levels of the organization.
* Analyzes working procedures to identify, develop and implement best practices.
* Assists in training and developing team members to retain a motivated and professional workforce.
* Collaborates with team members and communicates relevant information to leadership.
* Upholds the security and confidentiality of documents and data within area of responsibility.
* Other duties as assigned.

Job-specific Competencies:
Knowledge/Skills/Abilities

* Consistently demonstrates the Mindsets, ALDI Acts Competencies and Professional Skills (M.A.P.) as outlined for the role.
* Gives attention to detail and follows instruction.
* Prepares written materials to meet purpose and audience.
* Develops and maintains positive relationships with internal and external parties.
* Works cooperatively and collaboratively within a group.
* Understands the history, strategy, organizational authority, interdependence of job duties, products, systems, and services of the company.
* Able to work in a fast-paced environment and coordinate multiple priorities.
* Able to identify inefficiencies and implement solutions.
* Able to analyze and break-down complex ideas into actionable insights.
* Proactive and forward thinking.
* Influences and communicates successfully at all levels of the organization, including senior leadership.
* Strong collaborator who can build and maintain positive cross-functional business partnerships.

Education and Experience:

* Bachelor's Degree in Accounting, Finance or a related field required.
* A minimum of 7 years of progressive experience in Accounting or Finance required.
* Advanced proficiency with Microsoft Excel required.
* Proficiency with SAP/Analysis For Office preferred.
* Or, a combination of education and experience providing equivalent knowledge.

Physical Requirements:

* Work may be performed in an office, remote office or a combination of both where a computer and office equipment may be 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:

* Minimal travel required as needed for job related duties such as training, project work and administrative tasks.

ALDI offers competitive wages and benefits, including:

  • 401(k) Plan
  • Company 401(k) Matching Contributions
  • Employee Assistance Program (EAP)
  • PerkSpot National Discount Program

In addition, eligible employees are offered:

  • Medical, Prescription, Dental & Vision Insurance
  • Generous Vacation Time & 7 Paid Holidays
  • Up to 6 Weeks Paid Parental Leave at 100% of pay
  • Up to 2 Weeks Paid Caregiver Leave at 100% of pay
  • 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

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.

PDN-a0846855-f37d-496d-aa41-ba3717bbd986

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
Starting Salary: $112,500
Salary Increases: Year 2 - $120,000 | Year 3 - $127,500
Work Location: Batavia, IL
This role is eligible to participate in ALDI's Hybrid Work Program, which allows remote work up to 3 days per week(i.e., work remotely up to 3 days per week; work in-office at least 2 days per week).

Duties and Responsibilities:
Must be able to perform duties with or without reasonable accommodation.

* Communicates and informs leadership of status and results of assigned tasks in an accurate and timely manner.
* Advises on any changes or actions to improve the efficiency and effectiveness of the team.
* Informs management of recurring issues or when additional team training may be required.
* Serves as key financial planning contact for divisional vice presidents and corporate cost center owners, developing monthly P&L forecasts and annual budgets. Reviews, understands and incorporates local business impacts and communicates the consolidated business story to senior leadership.
* Identifies, develops and maintains forecast processes and financial models for a rapidly changing business; understands business challenges, proposes and creates solutions.
* Partners directly with divisional and corporate leadership to translate financial information to non-financial users and support strategic recommendations.
* Conducts macro and micro-economic analyses and plans for impacts to business development, communicates with management appropriately.
* Reviews financial results, researches variances to forecast and budget, identifies exceptions, inconsistencies and actionable opportunities for improvement.
* Coordinates and completes monthly, quarterly, and annual reporting to support leadership, Board meetings, and decision-making at the US and global levels.
* Evaluates financial projections to forecast short and long-term operational liquidity needs, making short-term investment decisions and recommending debt issuance, repayment, and restructuring decisions to senior leadership.
* Completes ad hoc data analysis, projects, and financial models as needed by the business.
* Assists leadership and leads implementation and rollouts of large-scale projects, including the annual budget and target-setting processes.
* Identifies, develops and maintains effective relationships with business partners and cross-functional teams at all levels of the organization.
* Analyzes working procedures to identify, develop and implement best practices.
* Assists in training and developing team members to retain a motivated and professional workforce.
* Collaborates with team members and communicates relevant information to leadership.
* Upholds the security and confidentiality of documents and data within area of responsibility.
* Other duties as assigned.

Job-specific Competencies:
Knowledge/Skills/Abilities

* Consistently demonstrates the Mindsets, ALDI Acts Competencies and Professional Skills (M.A.P.) as outlined for the role.
* Gives attention to detail and follows instruction.
* Prepares written materials to meet purpose and audience.
* Develops and maintains positive relationships with internal and external parties.
* Works cooperatively and collaboratively within a group.
* Understands the history, strategy, organizational authority, interdependence of job duties, products, systems, and services of the company.
* Able to work in a fast-paced environment and coordinate multiple priorities.
* Able to identify inefficiencies and implement solutions.
* Able to analyze and break-down complex ideas into actionable insights.
* Proactive and forward thinking.
* Influences and communicates successfully at all levels of the organization, including senior leadership.
* Strong collaborator who can build and maintain positive cross-functional business partnerships.

Education and Experience:

* Bachelor's Degree in Accounting, Finance or a related field required.
* A minimum of 7 years of progressive experience in Accounting or Finance required.
* Advanced proficiency with Microsoft Excel required.
* Proficiency with SAP/Analysis For Office preferred.
* Or, a combination of education and experience providing equivalent knowledge.

Physical Requirements:

* Work may be performed in an office, remote office or a combination of both where a computer and office equipment may be 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:

* Minimal travel required as needed for job related duties such as training, project work and administrative tasks.

ALDI offers competitive wages and benefits, including:

  • 401(k) Plan
  • Company 401(k) Matching Contributions
  • Employee Assistance Program (EAP)
  • PerkSpot National Discount Program

In addition, eligible employees are offered:

  • Medical, Prescription, Dental & Vision Insurance
  • Generous Vacation Time & 7 Paid Holidays
  • Up to 6 Weeks Paid Parental Leave at 100% of pay
  • Up to 2 Weeks Paid Caregiver Leave at 100% of pay
  • 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

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.

PDN-a0846855-f37d-496d-aa41-ba3717bbd986

About ALDI

One of the nation’s favorite grocery stores. Our award-winning products are known for their exceptional quality and value. Our careers are earning honors from Forbes to Top Workplaces. Even more impressive are the big plans we have for you. Interested? Learn more about everything we can do for you and your career.

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Senior Financial Analyst - Business Planning
ALDI
Batavia, IL
Dec 5, 2025
Full-time
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