Financial Planning Analyst

Dollar Tree • Chesapeake, VA

1d • $86,500 - $97,250 • Onsite

About The Position

The Financial Planning Analyst is responsible for connecting the Merchandising financial plans to the company budget and P&L process. This role operates as a corporate planner providing planning & budgeting support for all Merchandise Planners, Category Merchants and the Merchandising & Planning Leadership Teams. The ideal candidate evaluates financial results and generates approaches to analyze and present complex business process in order to driver actionable results that improve profit, ROI, and shareholder value. This role serves as a liaison between Merchandising & Marketing and Finance, Accounting and Supply Chain to ensure we budget and forecast with a high level of accuracy for all items in the Budget and P&L.

Requirements

• Bachelor’s Degree from a four-year college or university or equivalent experience
• Knowledge of retail planning processes and data management is required.
• Strong Excel skills required.
• Exceptional verbal and written communication skills, including executive presentations.

Nice To Haves

• Related experience in an analyst, merchandising, or planner role preferred.
• This should include prior experience in the retail industry as well as supply chain/logistics experience.
• Must possess strong organizational and computation skills and the ability to read and analyze financial reports.
• Experience with PowerBI, MicroStrategy, Tableau, or similar BI/Visualization tools preferred

Responsibilities

• Support Merchandise Planning leadership in the annual budgeting process, including developing key assumptions and working with business partners to develop driver-based targets to achieve desired financial results
• Provide focused reporting and analysis against critical business KPIs
• Lead the translation of Merchandise Financial Plans to the Retail Stock Ledger, Budget and P&L process
• Act as a liaison to downstream internal partners such as Finance, Accounting, Supply Chain, Logistics, and Operations
• Assist the Planning leadership team to review the business forecasts and outline potential risks and opportunities while proactively making recommendations.
• Build and maintain financial reporting for the Merchandising and Planning Teams.
• Build and update financial models/budgets and perform ad hoc data inquiries as needed
• Provide financial, analytical and decision support for Family Dollar leadership
• Lead the production of materials for reporting Monthly and Quarterly results
• Automate, refine, and enhance financial reporting and KPIs to ensure clear, consistent and impactful reporting
• Work with Business Intelligence tools to extract relevant data; work with BI team members to gather data
• Demonstrate working knowledge of financial concepts and principles of business metrics and analyses, including their application to effective reporting and analysis

Benefits

• Family Dollar is an equal opportunity employer and committed to recruiting, hiring, training, and promoting qualified people of all backgrounds, and makes all employment decisions without regard to any protected status.
• We are committed to complying with the Americans with Disabilities Act (ADA) and providing reasonable accommodations to qualified individuals with disabilities.

What This Job Offers

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