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Retail finance analyst: multi-site budgeting

Melbourne
Richard Lloyd Recruitment
Financial Analyst
Posted: 10 January
Offer description

Our client is seeking an experienced Business Analyst (BA) with strong retail domain knowledge and hands‑on project management experience to support business transformation initiatives. The role will work closely with business stakeholders, technology teams, and delivery partners to translate retail business needs into well‑defined requirements while also driving delivery outcomes.

This role requires a professional who can operate across analysis, stakeholder engagement and delivery coordination, ensuring initiatives are delivered on time, within scope and aligned to business value.


Key Responsibilities


Business Analysis

* Engage with retail business stakeholders to understand objectives across store operations, merchandising, supply chain, pricing, promotions, eCommerce and loyalty.
* Elicit, analyse and document business requirements using appropriate techniques such as workshops, interviews and process mapping.
* Translate business needs into functional and non‑functional requirements, user stories and acceptance criteria, process flows and data requirements.
* Identify gaps, inefficiencies and improvement opportunities within existing retail processes and systems.
* Support solution design by ensuring alignment between business outcomes and technical implementation.


Project Management & Delivery Support

* Support or lead end‑to‑end delivery of initiatives, acting as a hybrid BA / Project Manager when required.
* Develop and maintain project plans, timelines and milestones, RAID (Risks, Assumptions, Issues, Dependencies) logs and status reports.
* Coordinate activities across cross‑functional teams including IT, vendors and business units.
* Track delivery progress, manage scope changes, and support issue resolution.
* Ensure projects adhere to agreed governance, methodology (Agile / Waterfall / Hybrid) and quality standards.


Stakeholder Management & Communication

* Act as a trusted liaison between business and technology teams.
* Facilitate workshops and steering committee discussions.
* Clearly communicate progress, risks and decisions to senior stakeholders.
* Support change management activities including user communications and training inputs.


Required Skills & Experience


Essential

* Proven experience as a Business Analyst in the retail industry.
* Strong understanding of retail processes such as store operations, inventory and supply chain, POS systems, promotions, pricing, merchandising, and omni‑channel/eCommerce (desirable).
* Demonstrated experience in project coordination or project management roles.
* Strong documentation skills (BRDs, FRDs, user stories, process maps).
* Experience working in Agile and/or Waterfall delivery environments.
* Excellent stakeholder engagement and communication skills.


Desirable

* Experience with retail platforms.
* Formal PM or BA certification (PMP, PRINCE2, Agile, CBAP, PMI‑PBA, or similar).
* Experience working with system integrators or third‑party vendors.
* Exposure to data, reporting or analytics in a retail context.


Personal Attributes

* Strong problem‑solving and analytical mindset.
* Ability to balance strategic thinking with hands‑on execution.
* Comfortable working in fast‑paced retail environments with changing priorities.
* Proactive, organised and outcome‑focused.
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