Merchandising Financial Analyst
Access Dubuque
Merchandising Financial Analyst
**Theisen Home Farm Auto**
1 Positions
ID: 3014923
Posted On 01/30/2025
**Job Overview**
**Merchandising Financial Analyst**
**Employment Type** : Full Time
**Supervisor:** CMMO
________________________________________
**Job Description**
We are seeking a detail-oriented and analytical Retail Financial Analyst to join our team. This role is instrumental in driving data-driven decision-making across our retail operations. The analyst will focus on providing actionable insights on inventory productivity, promotional effectiveness, eCommerce performance, and overall sales and profitability to optimize business outcomes and support strategic goals.
________________________________________
**Qualifications**
+ Bachelor’s degree in Finance, Economics, Business, or a related field.
+ 3+ years of experience in financial analysis, preferably in a retail or eCommerce environment.
+ Strong analytical skills with proficiency in data analysis tools such as Excel or Power BI.
+ Experience working with retail data systems (e.g., ERP, inventory management, or sales tracking software).
+ Solid understanding of financial metrics and KPIs relevant to retail and eCommerce.
+ Exceptional problem-solving skills and attention to detail.
+ Excellent written and verbal communication skills to present insights effectively to stakeholders.
**Preferred Qualifications**
+ Knowledge of SQL or other data query languages.
+ Familiarity with eCommerce platforms and digital analytics tools (e.g., Google Analytics).
+ Experience in forecasting and budgeting processes in a retail environment.
________________________________________
**Key Responsibilities**
+ Sales & Profitability Analysis
+ Conduct financial analysis to identify key drivers of sales performance and profitability across retail channels.
+ Evaluate revenue trends, margin performance, and cost structures to provide strategic recommendations for improving profitability.
+ Develop forecasting models and scenario analyses to support business planning and decision-making.
+ Partner with leadership to set sales targets and track performance against key financial goals.
+ Inventory Productivity Analysis
+ Analyze inventory performance metrics, including turnover, sell-through rates, and stock-to-sales ratios, to optimize inventory levels and reduce carrying costs.
+ Develop and maintain reports on product performance to identify trends, slow-moving inventory, and opportunities for replenishment or markdowns.
+ Collaborate with merchandising and supply chain teams to forecast demand and recommend inventory strategies that align with sales goals.
+ Promotional Effectiveness
+ Evaluate the financial impact of promotions, discounts, and sales campaigns, including ROI and profitability analysis.
+ Partner with marketing and sales teams to develop pre- and post-promotion analyses, identifying key drivers of success or areas for improvement.
+ Provide recommendations for future promotional strategies based on customer behavior and market trends.
+ eCommerce Insights and Analysis
+ Monitor eCommerce performance metrics, such as conversion rates, average order value, and traffic trends, to assess the effectiveness of online initiatives.
+ Analyze online sales data to uncover growth opportunities, optimize digital merchandising, and improve customer experience.
+ Work closely with the eCommerce team to evaluate the success of campaigns and suggest actionable improvements.
+ Reporting and Dashboards
+ Design, develop, and maintain dashboards and reports to provide stakeholders with a comprehensive view of retail performance.
+ Ensure accuracy and consistency of data used for decision-making across teams.
+ Cross-Functional Collaboration
+ Partner with finance, operations, marketing, and merchandising teams to align financial insights with broader business objectives.
+ Contribute to strategic planning by providing data-driven recommendations and forecasts.
________________________________________
**Required Knowledge, Skills, and Abilities**
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.
+ Strong analytical and problem-solving skills
+ Excellent communication and negotiation skills
+ Proficiency in data analysis tools and software
+ Understanding of retail operations and merchandising principles
+ Ability to work independently and as part of a team
+ Exhibit independent judgment to plan, prioritize and organize diversified workload with the ability to meet deadlines
+ Exhibit a high level of integrity and business ethics to handle sensitive and confidential information
+ Excellent written and verbal communication skills and the ability to effectively express ideas or instructions to others
+ Strong organizational skills with the ability to manage multiple priorities
+ Proficient in Word, Excel, Outlook and Power Point, as well as knowledge of spreadsheets and database software
+ Possess a positive attitude, good listening skills and an outgoing personality
+ Strong analytical, decision making, and problem-solving abilities
+ High degree of self-motivation
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**Physical Demands**
Frequent physical demands include sitting, standing, walking, dexterity, and light grasping. Occasional physical demands include lifting up to 25 lbs., bending, stooping, reaching, kneeling, squatting, climbing stairs, and firm grasping. The associate is required to accept incoming calls and must be able to hear and speak. Specific vision abilities required by this job include vision adequate for performing the responsibilities and functions of the job efficiently. The associate must have the manual dexterity to operate and use a computer and other basic office equipment.
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**Work Environment and Working Conditions**
This position is performed inside a climate-controlled office facility. The noise level is low to medium and typical of an office environment. Potential hazards include electrical hazards. Atmospheric conditions are typical of an office environment and may include exposure to odors and dust.
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**Benefits**
Part-Time and Full-Time Eligible:
+ Competitive match on 401K
+ PTO
+ Holidays
+ Birthday-off with pay
+ Associate discount and many other benefits
Full-Time Also Eligible:
+ Health insurance
+ Dental insurance
+ Vision insurance
+ Flexible spending accounts
+ Short-term and long-term disability
________________________________________
**Company Culture and Values**
At Theisen's, our company culture is built on a foundation of respect, collaboration, and service to our communities. We believe in putting Customer First, working together as One Connected Team, and always finding ways to Give Back. These three pillars guide how we approach our work and interact with each other every day.
We are committed to fostering an inclusive and supportive environment where every associate is valued and encouraged to grow. At Theisen's, we strive to make a positive impact on our customers, our communities, and each other, creating a workplace where hard work, dedication, and innovation are celebrated.
Theisen’s is proud to be an Equal Opportunity Employer. We do not discriminate against any associate or applicant for employment based on race, color, sex (including pregnancy), age, national origin, religion, sexual orientation, gender identity, disability, status as a veteran, or any other federal, state, or local protected class.
________________________________________
Primary Contact
315330
Kelly Boge
HR Generalist, Human Resources
563-556-4738
Phone
Phone
Phone
Fax
Kellyb@theisens.com
Email
True
True
True
**Job Details**
Categories
Location
Dubuque, IA
Job Type
Employee
Full/Part
Full Time
Company ID
1280
Job REQ #
3014923
\# Positions
1
Start Date
20250130
End Date
20250303
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Theisen Home Farm Auto
**About the Company**
Theisen's is an independent, family-owned chain of Home, Farm and Auto stores, with locations in Dubuque, Maquoketa, Dewitt, Anamosa, Monticello, Tipton, Dyersville, Vinton, lowa Falls, Charles City, New Hampton, Marshalltown, Cedar Rapids (2), Newton, Ames, Grinnell, Pella, Coralville, Indianola, Davenport IA, Sparta WI, Black River Falls WI and Jefferson, WI.
Theisen's is a member of Mid-States Distributing, a buying group comprised of independent, family-owned retailers across the country.
Theisen's was founded in 1927 by Leo & Kathryn Theisen. Theisen's headquarters are in Dubuque where the buying staff, advertising, accounting, human resources, MIS and distribution center are located.
**Theisen's** employs over 1200 associates. The philosophy at Theisen's is "people buy from people, not companies" and the company stresses that "our associates work with us, not for us". 6201 Chavenelle Road Dubuque , IA 52002-2634 (563)556-4738
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