Dollar Tree

Financial Planning Analyst

Dollar Tree$86K — $97K *
Retail & Consumer Goods
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree or equivalent experience
  • Relevant experience in analyst or merchandising role preferred
  • Prior experience in the retail industry with supply chain/logistics exposure
  • Strong organizational and computational skills
  • Ability to read and analyze financial reports
  • Proficiency in Excel
  • Familiarity with BI/Visualization tools such as PowerBI or Tableau preferred

Responsibilities

  • Support annual budgeting process with Merchandise Planning leadership
  • Provide focused reporting and analysis on critical KPIs
  • Translate Merchandise Financial Plans to the Retail Stock Ledger and P&L
  • Act as liaison to Finance, Accounting, Supply Chain, and Operations
  • Assist Planning leadership in reviewing forecasts and identifying risks

Benefits

  • Connect with senior leaders across various departments
  • Opportunity to influence merchandise financial planning processes
  • Exposure to high-impact financial reporting and analysis
  • Collaboration with cross-functional teams for enhanced business insights
  • Use of BI tools for data-driven decision making
Full Job Description
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 Full time 510 Volvo Parkway,Chesapeake,Virginia 23320 FP&A Family Dollar

About Dollar Tree

Dollar Tree is a chain of discount stores that carries a variety of merchandise including housewares, glassware, dinnerware, cleaning supplies, candy, snacks, food, health and beauty, toys, gifts, gift bags and wrap, party supplies, stationery, craft supplies, teaching supplies, books, seasonal décor, and more for $1 or less.

Dollar Tree Careers

Joining Dollar Tree's vibrant team offers more than just a job; it opens the door to a wealth of job opportunities and a promising career path in the retail industry. As a crucial player in cost-effective retailing, Dollar Tree provides a dynamic platform for both seasoned professionals and those at the start of their career journey.

Work You’ll Do

At Dollar Tree, every position is a chance to experience growth through innovation and leadership. Our team members are encouraged to lead projects and initiatives that redefine the norm and foster significant advancements in the retail sector. With a culture rooted in collaboration and diversity, we offer a workplace where ideas flourish and inclusivity is the norm.

Explore Professional Development

Dollar Tree is committed to the professional growth of its employees through robust training programs and leadership development opportunities. Our focus on internal promotion and career advancement ensures that every team member has the tools they need to succeed and climb the career ladder within the company.

Innovate and Lead

Join a team where innovation is at the heart of everything we do. Dollar Tree is a leader in developing cost-effective solutions that don’t just follow market trends but set them. Here, your skills in networking, creativity, and strategic thinking will be honed to perfection.

Be Part of a Diverse and Inclusive Team

Diversity and inclusion are more than just buzzwords at Dollar Tree; they are integral to our company culture. We believe in empowering our employees by respecting and valuing what makes them unique. This commitment is reflected in our diversity training programs, which are designed to foster an inclusive environment that promotes career longevity and satisfaction.

Internship Opportunities

For those new to the workforce, Dollar Tree’s internship programs offer a gateway to full-time employment and a firsthand look at the retail industry's fast-paced nature. Interns at Dollar Tree gain invaluable experience, working alongside seasoned professionals and participating in projects that impact our business on a global scale.

Benefits That Support Your Life and Growth

Choosing a career at Dollar Tree means access to competitive benefits designed to support you both professionally and personally. From health and wellness plans to educational assistance, we ensure our team members receive the support they need to achieve their best at work and beyond.

Join Our Team

Are you ready to take the next step in your career? Explore the available positions at Dollar Tree where your skills and passion can lead to exceptional opportunities. Whether you’re applying for your first job or seeking a leadership role, your journey towards a fulfilling career starts here.

Stay Connected

Keep up to date with the latest at Dollar Tree by following our careers blog. Gain insights from our team, learn about our innovative practices, and stay informed about upcoming job opportunities and company news.

Apply Now

Ready to make a difference? Submit your resume, complete your profile, and prepare for an interview where you can showcase your unique abilities and learn more about the exciting career paths at Dollar Tree.

SEARCH DOLLAR TREE JOBS

Join us at Dollar Tree, where opportunities to thrive are endless, and every employee plays a critical role in our success. Let’s grow together in a company that values innovation, leadership, and a commitment to diversity and professional growth.
Learn more about Dollar Tree
Size
61,886 employees
Market Cap
$31 billion
Industry
Net Income
$1.3 billion
Founded
1986
5 Year Trend
+4.9%
Revenue
$25.5 billion
NASDAQ

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