Retail Financial Planner

Dollar Tree is seeking an analytical, results-driven Retail / Merchandise Financial Planner to join our corporate merchandising team in Chesapeake, Virginia.

This position plays a critical role in driving financial performance through merchandise planning, inventory optimization, sales forecasting, and strategic decision-making.

The ideal candidate brings a strong background in retail merchandise financial planning, exceptional analytical skills, and the ability to translate complex financial data into actionable business strategies.

This is an onsite position at Dollar Tree's corporate headquarters in Chesapeake, VA. Remote work is not available.

Key Responsibilities

Merchandise Financial Planning & Forecasting

• Develop and manage merchandise financial plans that support sales, margin, inventory, and profitability objectives.
• Create and maintain sales, inventory, and margin forecasts across assigned merchandise categories.
• Analyze historical performance, business trends, and market conditions to identify opportunities and potential risks.
• Monitor actual results against financial plans, identifying variances and recommending corrective actions.
• Support seasonal, quarterly, and annual merchandise planning processes.

Inventory Management & Open-to-Buy (OTB)

• Develop, maintain, and manage Open-to-Buy plans to optimize inventory investment and merchandise availability.
• Evaluate inventory productivity, stock levels, turnover, and sell-through performance.
• Partner with merchandising and allocation teams to identify opportunities to improve inventory flow and minimize excess inventory.
• Recommend inventory adjustments based on sales trends, demand forecasts, and financial targets.

Business Analysis & Reporting

• Analyze key retail performance indicators, including sales, gross margin, inventory turnover, sell-through, and markdown performance.
• Prepare financial reports, business reviews, and performance summaries for merchandising leadership.
• Identify trends, risks, and opportunities through data-driven analysis.
• Provide recommendations that improve financial performance, inventory efficiency, and overall category profitability.

Cross-Functional Collaboration

• Partner closely with Merchandising, Buying, Allocation, Finance, and Supply Chain teams.
• Support assortment planning, category strategies, and merchandise investment decisions.
• Collaborate with business partners to align inventory levels with financial objectives and customer demand.
• Communicate financial insights and recommendations to business stakeholders and leadership.

Required Qualifications

• Bachelor's degree in Finance, Business, Accounting, Economics, Merchandising, or a related field preferred.
• 3+ years of experience in merchandise financial planning, retail planning, inventory planning, or a closely related analytical function.
• Experience developing and managing merchandise financial plans, sales forecasts, and inventory budgets.
• Strong understanding of retail financial metrics, including sales, gross margin, inventory turnover, and Open-to-Buy.
• Advanced Microsoft Excel skills, including pivot tables, complex formulas, and financial modeling.
• Strong analytical, problem-solving, and communication skills.
• Ability to manage multiple priorities in a fast-paced retail environment.
• Demonstrated ability to collaborate with merchandising and financial business partners.

Preferred Qualifications

• Experience in a large-scale, multi-store retail organization.
• Background in discount retail, value retail, specialty retail, or mass merchandising.
• Experience with merchandise planning systems, business intelligence platforms, or enterprise reporting tools.
• Knowledge of assortment planning, store clustering, and inventory allocation strategies.
• Experience presenting financial recommendations to merchandising leadership.

Compensation & Benefits

Base Salary: $80,000–$95,000 annually, depending on qualifications and relevant experience.

Annual Bonus Opportunity: 20% of base salary, subject to applicable plan terms and performance criteria.

Potential Annual Cash Compensation: $96,000–$114,000 , including base salary and a full 20% target bonus.

Dollar Tree offers a comprehensive benefits package for eligible associates, subject to applicable plan terms.

Work Location

Dollar Tree Corporate Headquarters

Chesapeake, Virginia

Work Arrangement: 100% Onsite

This opportunity is ideal for an experienced retail merchandise planner who enjoys combining financial analysis, strategic planning, and cross-functional collaboration to influence business performance.

Apply today to explore an opportunity to contribute to Dollar Tree's merchandising and financial planning organization.