Company Planning Analyst

Belk • Charlotte, NC

2d • $65,000 - $75,000

About The Position

The Company Planning Analyst supports the Company Planning team in managing company-wide processes, reporting, and business analysis to identify trends and opportunities. The role focuses on optimizing the company’s Promotional Markdown strategy and assessing overall performance and its impact on revenue and profitability. The analyst provides critical thinking and analysis to support initiatives that increase sales, gross margin, EBITDA, cash flow, and inventory productivity.

This position offers exposure, experience, and growth opportunities within Company Planning, potentially enabling advancement. The analyst also supports other duties as assigned and complies with applicable policies and standards.

Requirements

• Bachelor’s degree required, or equivalent years of comparable experience.
• 1–3 years of retail experience required.
• 1–3 years of merchandise or financial planning experience required.
• Ability to thrive in a changing environment and demonstrate business agility.
• Foundational knowledge of retail math and building or forecasting retail financial plans.
• Proficiency with business-related computer software, including Microsoft Windows, Word, and Excel.
• Detail-oriented, with strong analytical and logical skills.
• Strong internal communication capabilities.
• Strong trend and pattern recognition skills.
• Highly organized and able to multitask.
• Leadership and decision-making skills.
• Ability to take calculated risks, respond to business trends in a timely and efficient manner, and translate strategy into well-developed tactical financial plans.
• Professionalism in work relationships and habits.
• Ability to develop creative solutions to business issues.
• Ability to think strategically and provide financial direction for future business opportunities.
• Ability to build and maintain productive relationships with peers and cross-functional partners.
• Critical thinking skills, including the ability to reach conclusions when parameters are ambiguous.
• Self-starter who is highly curious and effective at managing time and meeting tight deadlines.

Responsibilities

• Manage and own company promotional markdown submission and reporting processes, ensuring accuracy and effective collaboration with key stakeholders.
• Partner with cross-functional teams to provide insights through reporting and develop tools that improve visibility and enable timely decisions to drive profitability.
• Monitor, report on, and analyze business performance, particularly promotional event efficacy, to support forecasting and strategy decisions.
• Support Company Planning with ad hoc analysis and reporting needs, gaining exposure to other Finance functions.
• Analyze current processes and develop action plans to resolve problems.
• Communicate effectively with Merchandising, Planning Leadership, Marketing, Credit/Loyalty, Finance, Treasury, and Data Solution/Reporting stakeholders.
• Perform other duties as assigned and comply with all policies and standards.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level