Financial Planning Analyst

Family Dollar; Chesapeake (VA); On-site; USD 87,000 - 97,000; Full time

Job summary

Family Dollar seeks a Financial Planning Analyst to connect Merchandising financial plans to the budget and P&L process. The role partners with Merchandising, Marketing, Finance and Supply Chain to ensure accurate budgeting and forecasting.

Onsite at the Chesapeake Store Support Center, the position requires a four-year degree and strong BI/reporting skills. The analyst will translate plans to the Retail Stock Ledger and Budget, produce monthly/quarterly reports, and provide decision support to

Qualifications

• Bachelor’s degree from a four-year college or university or equivalent experience.
• Experience in an analyst, merchandising, or planner role; retail and supply chain experience preferred.
• Strong organizational and computation skills; ability to read and analyze financial reports.
• PowerBI, MicroStrategy, Tableau or similar BI tools preferred.
• Excellent verbal and written communication, including executive presentations.

Responsibilities

• Support Merchandising Planning leadership in the annual budgeting process with driver-based targets.
• Provide focused reporting and analysis against critical business KPIs.
• Lead translation of Merchandise Financial Plans to Retail Stock Ledger, Budget and P&L.
• Act as a liaison to Finance, Accounting, Supply Chain, Logistics, and Operations.
• Review forecasts and outline risks and opportunities; proactively recommend actions.
• Build and maintain financial reporting for Merchandising and Planning Teams.
• Create financial models and budgets and perform ad hoc data inquiries.
• Provide financial, analytical and decision support for Family Dollar leadership.
• Lead monthly and quarterly reporting materials.
• Automate and enhance financial reporting and KPIs for clear, impactful reporting.
• Collaborate with BI teams to extract relevant data and insights.

Skills

Analytical ability

Communication skills

Executive presentations

Education

Bachelor's degree

Tools

PowerBI

MicroStrategy

Tableau

Job description

Candidates must be authorized to work in the United States without the need for current or future visa sponsorship.

This position is for full-time, onsite employment at the Family Dollar Chesapeake Store Support Center.

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.

• 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
• Bachelor’s Degree from a four-year college or university or equivalent experience
• 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.
• Knowledge of retail planning processes and data management is required.
• Experience with PowerBI, MicroStrategy, Tableau, or similar BI/Visualization tools preferred
• Exceptional verbal and written communication skills, including executive presentations.

Projected Salary Range: $86,500-$97,250

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.