Job Overview: 
The Senior Finance Operational Analyst plays a critical role in supporting Supply Chain capital investment decisions. This position is responsible for developing sophisticated financial models—including incremental EBITDA analyses, NPV/IRR/payback calculations, and detailed Discounted Cash Flow valuations—to assess the financial viability of strategic initiatives. The analyst will lead the preparation of monthly CapEx forecasts by business function and support ongoing capital allocation needs with accuracy and insight.

This role requires a highly analytical thinker with strong technical capabilities, exceptional attention to detail, and the ability to translate complex financial insights into clear, actionable recommendations for senior business leaders. Success in this position demands curiosity, flexibility, and a service-oriented approach, along with the drive to make a meaningful impact in a dynamic, fast-paced environment.

The Senior Analyst will also provide financial support for key operational processes, such as the annual budget, periodic forecasts and the month-end closing cycle. Assists in the preparation of various financial activities including data gathering, trending, modeling, forecasting, planning and reporting. Collects information from various areas across the company to assist in the building of models to provide insight to underlying business dynamics.

What does it mean to be part of our Finance/Accounting Team? 
A role on our Finance and Accounting team involves helping UNFI maintain and grow its financial health as we continue to transform and scale. We need to ensure that our financial analysis and statements revolve around constant communication with our partners within the organization as well as outside to provide the most current statistics for our business health. By being attentive to details, trends, and inefficiencies, and communicating with our teams, you’ll be key to our success and continued growth as North America’s premier grocery wholesaler.  

Job Responsibilities: 

• Develop complex financial analyses—including cash flow models, business cases, scenario analysis, incremental EBITDA impact, and ROI evaluations—to support CapEx investment decisions and future growth opportunities.
• Lead the preparation of monthly CapEx forecasts and reporting by business function, ensuring accuracy, transparency, and alignment with enterprise‑wide capital allocation priorities such as capital budget and long-term planning
• Support annual budgeting, weekly and monthly forecasting, and month-end activities for National Operations teams Overhead and other strategic Operating budget initiatives for assigned business areas 
• Maintain and enhance weekly, monthly, and quarterly financial reporting, including Project KPI tracking and performance updates.
• Prepare and reviews accurate and timely financial and business-related analyses, research, and forecasts.
• Performs advanced trend and variance analyses - incorporates data from different areas and synthesizes. Findings incorporate cross functional impacts, trends, and industry news. Translates findings into process improvements.
• Provides insights into the performance of the business and translates findings into potential action plans for area supported.
• Completes a variety of financial evaluation research and analysis activities requiring the compilation of data and information from a variety of sources both internally and externally.
• Presents results of research and analysis to management.
• Provides key support to the annual budgeting and periodic forecasting of the assigned business area including variance analysis and sensitivity testing.
• Plays leadership role in critical planning and analysis processes.
• Develops and provides ownership of complex short term (1 year) and provides support for long term (3 – 5 year) forecasting models. Predominantly driver based on multi-function business activity inputs.
• Leads process improvements and strategic initiatives within functional areas under the direction of their supervisor.
• Proven ability to analyze business processes and provide suggestions for improvement.
• Able to articulate the impact of analysis, modeling, business decision support on key financial measures (i.e. Gross Profit, Operating Margin, Free Cash Flow etc.).
• Conceptualizes, develops and presents business cases to financial and business leadership.
• Acts as an internal consultant and interacts with management at all levels.
• Performs other relevant job duties as required.

Job Requirements: 
Education/ Certifications: 

• Bachelor’s degree in finance, Accounting or related field
• MBA or CPA preferred

Experience: 

• 5+ years of FP&A experience required
• Experience with data visualization tools i.e. Tableau, Power BI is a plus.
• Experience with Oracle and UFIN Financial Reporting & Planning tools is a plus
• Strong Strategic Planning, Financial and Operations / Business Background. Not purely financial background required.
• Financial modeling experience
• Budgeting and forecasting experience a plus
• Demonstrated success in multiple, difficult and complex financial analysis

Knowledge/Skills/ Abilities

• Thorough knowledge of and experience in providing economic, market, consumer and business research and analysis for wholesale industries
• Demonstrated success in multiple, difficult and complex financial analysis
• Cleary articulate and present ideas in a clear concise manner. Able to listen closely to identify important facts, assumptions and relevant information. Interpret meaning.
• Advanced proficiency in Microsoft Office applications including Excel, PowerPoint, Word, Access and related software applications
• Ability to be a team member and demonstrate skills to contribute to team dynamics
• Capability to work independently when needed

• Outstanding analytical skills (numerical, verbal).

• Strong business acumen
• Must be self-driven and motivated.
• Demonstrated ability to work effectively with others within a complex, fast paced organization required.
• Leads and directs the work of others across the company, without direct organizational line of authority.
• Strong administrative, organizational and relationship skills.
• Excellent written and verbal communication skills are required.
• Position also requires strong interpersonal skills, discretion, diplomacy, and judgment.
• Strong teamwork ethic, positive proactive flexible attitude ability to take complete ownership of responsibilities.
• Ability to work under pressure and time constraints as well as handling several tasks simultaneously required.
• Ability to manage confidential information.
• Statistical modeling skills a plus.
• Possess excellent research and analysis skills
• Good judgment is required for this position as there may be times when direct supervision may not be immediately available.

Work Environment: 
Remote Role: 

• This position is classified as remote where the associate will perform remote work from their primary residence. Remote associates are welcome to work from the office but are not required to do so. While remote associates are not required to work from an office on a regular basis, they may be required to come to the office or other UNFI locations for necessary business reasons or if directed to do so by their manager.

Travel (minor): 

• This position may require the associate to travel to company offices, distribution centers, or other locations for specific meetings or other business reasons.

Physical Environment/Demands: 
Office Roles:

• Most work is performed in a temperature-controlled office environment. 
• Incumbent may sit for long periods of time at a desk or computer terminal. 
• While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.   
• Incumbent may use calculators, keyboards, telephones, and other office equipment in the course of a normal workday. 
• Stooping, bending, twisting, and reaching may be required in the completion of job duties.

About UNFI: We are North America’s premier grocery wholesaler, delivering the widest variety of fresh, branded, and owned brand products to community grocers and retail chains alike. A pioneer in natural and organic foods, we are growing and transforming to meet the needs of an evolving workplace. Our 29,000+ employees work across America in our 50 Distribution Centers and corporate offices. Learn more: Organic, Natural and Conventional Food | Wholesale Food Distributors | UNFI

Benefits: Competitive 401k, Flexible PTO plan, Remote , Health benefits – first of the month following 30 days of employment, mentorship program/developmental opportunities.