Family Dollar
Overview
The Financial Planning Analyst connects merchandising financial plans to the company budget and P&L process. Operating as a corporate planner, the analyst supports all Merchandise Planners, Category Merchants, and the Merchandising & Planning Leadership Teams. The role evaluates financial results, delivers complex business process analyses, and drives actionable results that improve profit, ROI, and shareholder value. Acting as a liaison between Merchandising & Marketing and Finance, Accounting and Supply Chain, the analyst ensures accurate budgeting and forecasting for all budget and P&L items. Responsibilities
Support Merchandise Planning in the annual budgeting process, developing key assumptions and working with business partners to develop driver-based targets. Develop and implement long-term and short-term strategic plans to support the organization’s growth and success. Conduct comprehensive business research to identify opportunities, industry trends, and competitive landscapes. Provide focused reporting and analysis against critical business KPI’s. Lead the translation of Merchandise Financial Plans to the RSL, Budget and P&L process. Interact with downstream internal partners; i.e. Finance, Accounting, Supply Chain, Logistics and Operations. Assist the Planning leadership team to review 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. Prepare and present reports and recommendations to senior management, ensuring effective communication of complex concepts to diverse stakeholders. 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 and collaborate with the BI team. Demonstrate working knowledge of financial concepts and principles of business metrics and analyses, including their application to effective reporting and analysis. Qualifications
Bachelor’s degree preferred or equivalent experience. Proven track record in priority setting, managing multiple tasks, and strong written communication with excellent organizational skills. High attention to detail, strong work ethic and ability to work in a fast-paced environment. Proficient in Microsoft Office Suite tools – Excel, Word, etc. Experience with retail planning and budgeting concepts. Experience presenting deliverables to high-level executives.
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The Financial Planning Analyst connects merchandising financial plans to the company budget and P&L process. Operating as a corporate planner, the analyst supports all Merchandise Planners, Category Merchants, and the Merchandising & Planning Leadership Teams. The role evaluates financial results, delivers complex business process analyses, and drives actionable results that improve profit, ROI, and shareholder value. Acting as a liaison between Merchandising & Marketing and Finance, Accounting and Supply Chain, the analyst ensures accurate budgeting and forecasting for all budget and P&L items. Responsibilities
Support Merchandise Planning in the annual budgeting process, developing key assumptions and working with business partners to develop driver-based targets. Develop and implement long-term and short-term strategic plans to support the organization’s growth and success. Conduct comprehensive business research to identify opportunities, industry trends, and competitive landscapes. Provide focused reporting and analysis against critical business KPI’s. Lead the translation of Merchandise Financial Plans to the RSL, Budget and P&L process. Interact with downstream internal partners; i.e. Finance, Accounting, Supply Chain, Logistics and Operations. Assist the Planning leadership team to review 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. Prepare and present reports and recommendations to senior management, ensuring effective communication of complex concepts to diverse stakeholders. 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 and collaborate with the BI team. Demonstrate working knowledge of financial concepts and principles of business metrics and analyses, including their application to effective reporting and analysis. Qualifications
Bachelor’s degree preferred or equivalent experience. Proven track record in priority setting, managing multiple tasks, and strong written communication with excellent organizational skills. High attention to detail, strong work ethic and ability to work in a fast-paced environment. Proficient in Microsoft Office Suite tools – Excel, Word, etc. Experience with retail planning and budgeting concepts. Experience presenting deliverables to high-level executives.
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