The Merchandise Financial Planner and Analytics Planner is responsible for developing, maintaining, and executing the financial planning infrastructure supporting the Merchandising teams. Generates approaches to analyze and present complex business processes in order to drive actionable results that improve profit, ROA and shareholder value. Role serves as a strategic partner to areas including Pricing, Visual Merchandising, Finance, Inventory Management, Marketing, Stores, and IT.
Principal Duties & Responsibilities:
Provide weekly management reporting that provides insight, recommendations, and drives action and efficiencies for Monday morning leadership meetings for staff and performance updates.
Drive consistency and integrity in the planning process through the use of common tools and top-down analysis
Oversee merchandise planning calendar; manage exceptions and ensure all milestones are completed in a timely manner by communicating to leadership in each category.
Assess the quality of the merchandise plan through pre- and post-Financial Review diagnostics
Oversee the Calendar, Reporting and Delivery of the Monthly Divisional Financial Review (DFR)
Assist the VP of Planning in sharing Plan and Forecast details between Family Dollar and the Dollar Tree Finance Organization. Assist in the tracking and measurement of Plans, Budgets and Forecasts in their various versions.
Work with Enterprise Accounting & Finance teams to ensure Family Dollar Merchandise Plans are in alignment with the P&L Budget, Forecasts and Actuals.
Lead the efforts of translating the Merchandise Financial Plan into a Supply Chain Plan to assist in DC Staffing for both Inbound and Outbound receipts.
Oversee and report on the company's markdown reserve allowances and communicate to senior leadership.
Responsible for all templates and materials used by Planning including Financial Reviews, Assortment Reviews, Category Strategic Reviews, Open-to-Buy and Seasonal reporting
Create and maintain templates, methods and best practices used by Merchandise Financial Planning have integrity and produce consistent results.
Develop, design and facilitate training on new templates and processes for planning team to execute consistently on best practices and efficiencies.
Regular working hours, 40 hours per week minimum, office environment
Education: Bachelor's Degree from a four-year college or university preferred; advanced degree a plus
Experience: Four or more years of related experience in an Planner and/or Finance role; strong analytical background with experience in a financial environment; thorough understanding of retail financial metrics, diagnostic tools and the retail accounting environment; experience with the retail product lifecycle, from initial concepts to exit strategies.
Job Related Skills:
Well-developed written and verbal communication skills including the ability to present complex material in an organized and compelling manner; ability to influence and negotiate at a variety of levels; strong problem-solving and decision-making skill set; proven project and workload management skills.
Well-versed in planning systems as well as advanced Microsoft Windows applications; experience with SAS and MicroStrategy preferred.