Financial Planner

Dollar Tree; Chesapeake (VA); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Merchandise Financial Planner to manage and optimize financial plans for various product categories. This role involves analyzing market trends, providing strategic financial guidance, and ensuring alignment with overall business objectives. The ideal candidate will bring strong analytical skills and a detail-oriented mindset, thriving in a fast-paced environment. Join a dynamic team where your expertise will directly contribute to the company's success and profitability. If you are passionate about financial planning and retail strategy, this opportunity is perfect for you.

Qualifications

• 3-6 years of related experience in financial planning.
• Strong analytical and financial skills required.

Responsibilities

• Develop and maintain merchandise financial plans for the category team.
• Analyze business performance and forecast future results.

Skills

Analytical Skills

Financial Analysis

Market Analysis

Retail Math

Multi-tasking

Education

Bachelor’s degree (BA / BS / BFA)

Job description

Job Description

Merchandise Financial Planner - DT

GENERAL PURPOSE OF THE POSITION:
The principal purpose of this position is to serve as the business manager for the category team and translate the merchant’s strategy and vision into viable plans and profitable results. Central to the role is developing and maintaining the merchandise financial plans to the sub-department and class level, including all financial analysis and OTB management.

ESSENTIAL ACTIVITIES & RESPONSIBILITIES:

1. Responsible for providing input to the Category Director and Category Merchants to define category strategy.
2. Responsible for developing merchandise financial plans by banner, channel, and country to the sub-department level.
3. Responsible for financial analysis in weekly and monthly performance reviews (OTB), analyzing and reporting on current trends in financial performance and managing category inventory levels against targets.
4. Responsible for providing input to the development of the assortment definition and product selection to support the category objectives.
5. Responsible for providing financial guidance to the Replenishment Analyst and Allocator to achieve the proper inventory levels required by location to achieve financial objectives.
6. Responsible for providing financial guidance to product development, assortment and item plans, and store clustering, ensuring alignment to financial goals.
7. Responsible for analyzing actual business performance relative to plans and trends, reporting variances to plan and forecasting future expected results.
8. Responsible for proposing action plans to capitalize on opportunities and mitigate risks.

EDUCATION & EXPERIENCE:

1. Bachelor’s degree (BA / BS / BFA) or equivalent.
2. 3-6 years of related experience.
3. Strong analytical and financial skills.
4. Market and trend analysis experience.
5. Detail oriented with knowledge of retail math.
6. Strong ability to work in a multi-task and fast-paced environment.
7. Merchandise financial planning experience preferred.
8. Hardlines retail planning or merchandising experience preferred.

Auto Req ID: 702311BR

Zip/Postal Code: 23320

Division: Corporate

Process Level/Store #: FINANCIAL PLANNING ANALYSIS

Relocation: Yes

Corporate Job Category: Finance

Job Code: FINPLANR FINANCIAL PLANNER