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Business Analyst Team Leader Job Details

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Job Ref:  45215
Employer:  Whole Foods.
City:  Fort Lauderdale
State/Province:  FL
Country:  United States
Type of Employment:  Full Time
Job Description:  General Summary
This position reports to the Finance Coordinator - Florida Region. This position will be responsible for overseeing margin and inventory processes and systems within the region. This position will also supervise and lead the Associate Business Analyst and COGS Accounting team members. In addition, this position will be responsible for coordinating projects and support for purchasing teams and the regional coordinator groups. A successful Sr. Business Analyst will possess strong analytical and communication skills, collaborative management abilities and the initiative to drive continual process improvement on cross-functional teams in the region.

Essential Duties and Responsibilities include the following. Other duties may be assigned as needed in support of the Regional Accounting Team or Whole Foods Market locations.

  1. Develop and foster strong working relationships with purchasing teams, product coordinators, and finance on various margin related issues and projects
  2. Lead, mentor, and develop Associate Business Analysts and COGS Accountants (currently a team of 6)
  3. Perform the special tasks and procedures related to your specific functional areas including being a subject-matter expert on IRMA, Store Ops and margin reporting
  4. Develop and monitor training programs on financial topics with stores and operational groups focused mainly on margins, IRMA/Store Ops and profitability
  5. Coordinate the Midwest's involvement in IRMA/Store Ops planning and development with cross-regional teams as needed
  6. Research and make recommendations for process improvements in accounting and operations
  7. Manage quarterly and periodic inventory cost audits at the request of internal and external auditors
  8. Develop, monitor, and support inventory policies and procedures within the region including being a subject matter expert on the HART and IVAN inventory systems
  9. Participate in other finance and accounting projects as needed including new system development and implementation

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience
  1. 4 year college-level accounting or finance education or equivalent accounting experience a plus
  2. Minimum of 4 years of related work experience with at least one year in an accounting capacity
  3. Technical proficiency with Windows, Word, and Excel are required; working knowledge of Peoplesoft preferred
  4. Report-building skills a must, knowledge of BPC helpful
  5. Must understand Income Statements, Balance sheets, G/L, A/R, and A/P
  6. Working knowledge of basic finance and accounting principles, especially concepts relating to retail margins
  7. Excellent written, verbal and listening communication skills
  8. Ability to evaluate systems and procedures and effect changes where necessary to meet the needs of the region
  9. Self-directed with the ability to problem solve
  10. Well organized, able to prioritize, multitask and adhere to deadlines
  11. Ability to work with others, direct others, and work cooperatively with other Team Members in ensuring completion of projects and assigned tasks is required. Must be a team player
  12. Travel to stores and facilities between 15% and 30% of the time. Travel may frequently require an overnight stay. Occasional projects may also require non-traditional working hours.
  13. Retail background, food industry experience preferred
  14. Business and reporting ethics a must
  15. Knowledge of Whole Foods Market principles and core values a plus

Self-Management Skills
Well organized, able to prioritize, multitask and adhere to deadlines required.
Proven ability to establish objectives and execute on achieving those objectives.
Self-Motivated with an ability to work independently.

Communication Skills

Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. Strong attention to detail.

Mathematical Skills
Ability to add and subtract two digit numbers and to multiply and divide with 10's and 100's. Ability to perform these operations using units of local currency and weight measurement, volume, and distance.

Reasoning Ability
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.

Computer Skills
To perform this job successfully, an individual must have proficiency with Windows, Word, Outlook and Excel.

Other Requirements
Ability to travel on a regular basis to Whole Foods Market locations across the Florida Region.
Ability to work a flexible schedule including nights, weekends and holidays as required.

Physical Demands
The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the Team Member is regularly required to sit, stand; use hands to finger, handle, or feel; reach with hands and arms; talk or hear and taste or smell. The Team Member is frequently required to walk and stoop, kneel, crouch, or crawl. The Team Member must regularly lift and /or move up to 10 pounds. The Team Member will be required to occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Work Environment
The work environment characteristics described here are representative of those a Team Member encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Essential Job Functions:
  • Stand and walk for extended periods of time.
  • Bend and stoop to grasp objects and climb ladders. Bend and twist neck and waist, reach above and below shoulders and squat.
  • Bend and lift loads, not to exceed 50 pounds.  Push and pull carts weighing up to 100 pounds.
  • Repetitive use of hands for grasping, pushing, pulling, and fine manipulation.
  • Environmental exposure to extreme temperatures (coolers, ovens, freezer, outdoors, etc.)
About Us:
At Whole Foods Market, we empower our Team Members to make their own decisions, thus creating an environment where people are treated with respect and are highly motivated to excel. We mentor Team Members through education and on-the-job experience. As a result, we are able to fill a majority of leadership roles from our existing Team Member base. We also recognize that there are individuals with talent outside of Whole Foods Market, and have training programs to bring those new leaders into the company.
Our Team Members represent over 50 different nations. We are people from diverse backgrounds and perspectives, yet all work together to meet the needs of our customers.
We offer great benefits beginning with a full complement of medical and other traditional group health plan coverage, 401k plan, and a 20% discount at our stores. To learn more, apply your passion today.

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