Company Planning Analyst

Belk • Charlotte, NC

16h

About The Position

The Company Planning Analyst supports the Company Planning team with 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 the top and bottom line. The analyst provides critical thinking and analysis to support initiatives that increase sales, gross margin, EBITDA, cash flow, and inventory productivity.

The analyst owns the company promotional markdown submission and reporting processes, ensuring accuracy and effective collaboration with stakeholders. Working with cross-functional partners, the analyst develops reporting and tools that improve visibility and help teams make timely decisions to drive profitability. The role monitors, reports on, and analyzes business performance, particularly Promotional Event efficacy, to inform forecasting and strategy. It also supports other ad hoc analysis and reporting needs for Company Planning, offering exposure to other Finance functions. The analyst evaluates current processes and develops action plans to address problems, while communicating with stakeholders across Merchandising, Planning Leadership, Marketing, Credit/Loyalty, Finance, Treasury, and Data Solution/Reporting. The position offers exposure, experience, and growth opportunities that may enable advancement within Company Planning.

Requirements

• Bachelor's degree or equivalent years of comparable experience.
• 1–3 years of retail experience.
• 1–3 years of merchandise or financial planning experience.
• Ability to thrive amid change and demonstrate business agility.
• Foundational knowledge of retail math and building or forecasting retail financial plans.
• Proficiency in business-related computer software, including Microsoft Windows, Word, and Excel.
• Detail-oriented, with strong analytical and logical skills.
• Strong internal communication skills.
• Strong trend and pattern recognition skills.
• Highly organized and able to multitask.
• Leadership and decision-making skills.
• Ability to take calculated risks to achieve results and respond to business trends in a timely, efficient manner.
• Ability to translate strategy into tactical, well-developed financial plans.
• Professionalism in work relationships and habits.
• Ability to develop creative solutions to business issues.
• Self-starter who is highly curious.
• 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 ability to formulate conclusions when parameters are not clear-cut.
• Ability to manage time effectively and meet tight deadlines.

Responsibilities

• Manage and own the company promotional markdown submission and reporting processes, ensuring accuracy and collaborating with key stakeholders.
• Work with cross-functional partners to provide insights through reporting and create tools that improve visibility and support timely decisions to drive profitability.
• Monitor, report on, and analyze business performance, particularly Promotional Event efficacy, to support forecasting and strategy decisions.
• Assist Company Planning with ad hoc analysis and reporting needs, gaining exposure to other Finance functions.
• Analyze current processes and develop action plans to address problems and resolutions.
• Communicate with cross-functional stakeholders, including Merchandising, Planning Leadership, Marketing, Credit/Loyalty, Finance, Treasury, and Data Solution/Reporting.
• Perform other duties as assigned.
• Comply with all policies and standards.

What This Job Offers

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