Financial Planning Analyst

dollartree; Chesapeake (VA); In loco; USD 87.000 - 97.000; Tempo pieno

Descrizione del lavoro

Family Dollar seeks a Financial Planning Analyst to connect Merchandising financial plans to the company budget and P&L process at the Chesapeake Store Support Center. You will partner with Merchandising, Category Merchants and Leadership to forecast with high accuracy and drive profitability.

The role requires collaboration with Finance, Accounting, and Supply Chain to ensure accurate budgeting and reporting, leveraging BI tools and robust financial modeling.

Competenze

• Bachelor’s degree or equivalent experience.
• Retail/merchandising or planner experience preferred with supply chain familiarity.
• Strong ability to read and analyze financial reports.
• Proficient Excel; familiarity with BI/visualization tools.
• Excellent verbal and written communication, including executive presentations.

Mansioni

• Support annual budgeting with driver-based targets.
• Provide focused reporting and KPI analysis.
• Translate merchandising financial plans to Budget and P&L processes.
• Liaise with Finance, Accounting, Supply Chain, Logistics and Operations.
• Review forecasts and outline risks and opportunities; suggest actions.
• Build and maintain financial reporting for Merchandising & Planning teams.
• Create/update financial models and perform ad hoc data inquiries.
• Provide financial analysis and decision support for leadership.
• Produce monthly and quarterly reporting materials.
• Automate and enhance reporting and KPIs for clarity and impact.
• Work with BI tools to extract data with BI team.

Conoscenze

Excel

Budgeting

Analytical

Executive communication

Formazione

Bachelor’s Degree

Strumenti

PowerBI

MicroStrategy

Tableau

Descrizione del lavoro

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.

Principal Duties & 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

Minimum Requirements

• 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.
• Strong Excel skills 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 anequal opportunity employer and committed to recruiting, hiring, training, and promoting qualified people of all backgrounds, and makesall employment decisions without regard to any protected status. We are committed tocomplying withthe Americans with Disabilities Act (ADA) and providing reasonableaccommodations to qualified individuals with disabilities.

Full time510 Volvo Parkway,Chesapeake,Virginia 23320FP&A Family Dollar