Financial Planning Analyst
Core
Connects merchandising financial plans to the company budget and P&L process to drive actionable results improving profit and ROI.
Role type
Senior Financial Planning Analyst (Merchandising)
Builds
Annual budgets, driver-based targets, financial models, and monthly/quarterly reporting materials for merchandising teams.
Domain
Retail merchandising and financial planning
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Financial modeling, budgeting, driver-based planning, KPI analysis, financial reporting, data extraction, Excel proficiency, business metrics analysis
Preferred skills
Retail industry experience, supply chain/logistics experience, PowerBI, MicroStrategy, Tableau
Technologies
Excel, PowerBI, MicroStrategy, Tableau
Responsibilities
Support annual budgeting with key assumptions and driver-based targets; translate merchandising financial plans to Retail Stock Ledger and P&L; provide focused reporting against critical business KPIs; act as liaison between merchandising, finance, accounting, and supply chain; review business forecasts and outline risks/opportunities; build and maintain financial reporting for merchandising teams; automate and enhance financial reporting and KPIs; extract data using BI tools; provide decision support for leadership.
Seniority
Mid-level, hands-on IC
