FP&A Analyst: Merchandising Budget & Forecasting

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

Job summary

Family Dollar is seeking a Financial Planning Analyst at the Chesapeake Store Support Center to align merchandising financial plans with the budget and P&L process.

The role coordinates with Merchandising, Marketing, Finance, and Supply Chain to ensure accurate budgeting and forecasting across all items. Strong Excel and BI tools experience is essential for actionable insights and leadership-facing materials.

Qualifications

• 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.

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.

Skills

Analytical thinking

Executive communication

Strong Excel skills

Education

Bachelor's degree

Tools

PowerBI

MicroStrategy

Tableau

Job description

Family Dollar is seeking a Financial Planning Analyst at the Chesapeake Store Support Center to align merchandising financial plans with the budget and P&L process.

The role coordinates with Merchandising, Marketing, Finance, and Supply Chain to ensure accurate budgeting and forecasting across all items. Strong Excel and BI tools experience is essential for actionable insights and leadership-facing materials.