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DT
Dollar Tree
Merchandise Financial Planner
Career Insights for Financial Planner / Investment Consultant
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Based on Virginia data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$106,908 / year median in Virginia
+2% projected growth
Job Description
The principal purpose of this position is to serve as the business manager for the category team and translate the merchant's strategy and vision into viable plans and profitable results. Central to the role is developing and maintaining the merchandise financial plans to the sub-department and class level, including all financial analysis and OTB management Job Responsibilities Providing input to the Category Director and Category Merchants to define category strategy. Liable for developing merchandise financial plans by banners, channel, and country to the sub-department level. Accountable for financial analysis in weekly and monthly performance reviews (OTB), analyzing and reporting on current trends in financial performance and managing category inventory levels against targets. Responsible for providing input to the development of the assortment definition and product selection to support the category objectives. Granting financial guidance to the Replenishment Analyst and Allocator to achieve the proper inventory levels required by location to achieve financial objectives. Granting financial guidance to product development, assortment and item plans, and store clustering, ensuring alignment to financial goals. Analyzing actual business performance relative to plans and trends, reporting variances to plan and forecast future expected results. Responsible for proposing action plans to capitalize on opportunities and mitigate risks.