Financial and Business Planner with Bookkeeping Experience

Essential Duties and Responsibilities include the following. Other duties may be assigned. Be the financial and business go to for a cross-functional team using knowledge of current and future trends in the business/industry and be able to create innovative and efficient solutions to business opportunities and risks Demonstrate strong initiative to work independently while managing multiple and rapidly changing priorities Interact professionally and effectively through excellent written and oral communication skills to all levels of the organization; demonstrate strong communication and presentation skills Be mature, highly motivated, have a professional demeanor, and be capable of working with and/or leading cross-functional teams in an effective and collaborative matter Partner with the Accounting Manager and Owner to provide ongoing strategic direction and assure seamless execution of Annual Operating Plans. Collaborate with Owner on strategy and relevant goals Develop annual financial budgets and in-season forecasts by Store/Department/Brand to include, but not limited to Sales, Margin, Inventory, Turnover, and IMROI goals that reconcile with the total Company Partner with Accounting Manager in the review process of financial analysis Demonstrate logical, analytical abilities, creative problem-solving skills, and financially sound judgment to deliver conclusions and recommendations to all levels of the organization · Ability to be flexible, multi-task, and prioritize under tight deadlines In partnership with the Accounting Manager and Owner, orchestrate and lead the process to build collaborative store/department/brand plans based on strategic initiatives and seasonality. Store/Department/Brand plan include weekly dollar and unit plans, broken out by Channel (Brick & Mortar and E-Commerce) that reconcile to top-down budgets Set Sales, Margin, Markdown, Inventory and Receipt plans Incorporate impact of promotional/marketing events and product entrance/exit strategies to meet the sales and margin objectives Lead monthly financial review to leadership and Merchandising partners; present forecast of Sales, Margin, Receipt, Inventory and Turnover metrics reflecting trends and business drivers, as well as action plans to achieve sales and margin objectives Partner with Sales Merchandise team to develop and propose actions in response to current business trends and incorporate into go-forward plans Modeling, analyzing, and evaluating the impact of key variables (for example: seasonal events, assortment mix, market dynamics, pricing initiatives, etc.) on category performance and risk exposure Ensure business needs are being met by evaluating the ongoing effectiveness of current plans, programs, and initiatives; consulting with business partners Leverage key program/brand plans to ensure proper execution of receipt flow, recommend appropriate markdowns when necessary and to assure profitability objectives are met · Track and measure impact of promotional events and product entrance/exit strategies. Develop actions to apply learning to future events Reporting/Analytics Tasks: Analyze and report performance for area of responsibility compared to plan, approved forecasts and past results (by week/month/quarter, merchandise hierarchy and seasonality) Identify key trends and business drivers Prepare recommendations and alternatives based on financial analysis for business in order to maximize Sales, Margin, Inventory Turnover and IMROI Develop promotional and clearance plans based on business strategy and measure results against Perform trade-off analysis on financial impact of new items to the assortment identified at a Class/Brand/Subclass/Item level Evaluate and review post category reset and growth initiative results with recommendations Other Administrative Tasks: Enter invoices into Myriad (a software that is built for furniture resellers) Finalize items delivered from delivery tickets Pull purchase orders from Myriad and place orders in Ashley Scan and place orders for mattresses Maintain weekly or monthly set of reports relevant to the business such as: Weekly Mattress report, Daily Sales Report, Weekly Inventory Report, Protection Spiffs Report Meeting set-ups Spreadsheets or manual reporting needs as requested by Owner Run Furniture Care Protection report and submit in protection contracts in FCP portal Various Reports for Owner – extraction of data from Myriad & TRAX Systems and manipulating based on request Scheduling meetings and calendar management Interfacing with key staff members Working within CRM Order various store supplies & run various errands Coordinate communication with IT Provides documentation (Standard Operating Procedures) for many departments Process E-commerce orders Time Clock Monitoring & Collect PTO forms Assist with onboarding new team members Audit Sales Orders & track Manager’s Specials/Google Reviews/etc. for weekly/monthly spiffs Assist with payments Filing Other Bookkeeping Tasks: Accounts Payable / Accounts Receivable Credit card dispute resolution Ashley, Lazy Boy, Serta/Simmons, & Other Vendor invoice input Financing Duties to include track, submit, & reconcile Reconcile Daily Deposits, Make Bank Deposits Track Various CC Spends Key Qualifications include the following: Bachelor's degree in finance, operations, economics, business, or statistics required 2-4 years of retail planning, inventory management, financial planning or financial analysis experience Strong aptitude for retail math and analysis, ability to work independently in a fast-paced retail environment with a strong sense of urgency required 1-2 years of bookkeeping / light bookkeeping experience Expert in Excel/Google Docs Tech savvy, able to learn new apps quickly Must be able to communicate both on the phone and in email Strong organizational skills Strong attention to detail Ability to learn quickly Able to multi-task and support a fast-moving executive **please note, company does not offer benefits Job Type: Full-time Pay: $60,000.00 per year Benefits: Employee discount Paid time off Physical Setting: Office Schedule: Monday to Friday Experience: Bookkeeping: 1 year (Preferred) Ability to Commute: Yuma, AZ 85364 (Required) Ability to Relocate: Yuma, AZ 85364: Relocate before starting work (Required) Work Location: In person