Ops Analyst Budget Forecasting

The Store Operations Budget Forecast Analyst provides finance support to Store Operations leadership by providing financial planning, analysis, forecasting, and expense management across all store operating expenses, excluding store payroll and store supplies. This role is responsible for supporting budgets and forecasts, monitoring financial performance, assisting in identifying risks and opportunities, and delivering actionable insights that improve profitability and operational efficiency.

This position prepares weekly, monthly, quarterly, and ad hoc financial analyses and executive reporting to support informed business decisions. The role partners closely with Field Operations, Finance, Accounting, Procurement, and other Store Support Center (SSC) teams to track operating expenses, perform P&L analysis, reconcile invoices, assist in developing financial models, evaluate business initiatives, and support enterprise-wide strategic projects. The analyst will assist with the annual budget plan, quarterly forecasting cycles, long-range planning initiatives, and continuous process improvement efforts.

Principal Duties and Responsibilities

• Supports financial planning and analysis for assigned Store Operations expense categories, providing insight into financial performance, trends, risks, and opportunities. 

• Assists in developing and maintaining annual budgets, quarterly forecasts, and monthly outlooks while partnering with business leaders to ensure accurate financial planning. 

• Performs monthly variance analysis comparing actual results to budget, forecast, and prior year, identifying key business drivers and recommending corrective actions. 

• Compiles, helps analyze, and communicates weekly, monthly, and quarterly financial performance reports, dashboards, and executive presentations that support operational and strategic decision-making. 

• Supports Store Operations financial processes including Store P&Ls, travel, vending, invoice reconciliation, and expense governance. 

• Monitors and tracks multiple operating expense categories, partnering with Field Operations, Finance, Procurement, and Accounting to resolve issues, improve financial controls, and minimize expenses. 

• Identifies operational and financial trends through data analysis, performs root cause analysis, and assists with recommended solutions that improve profitability, efficiency, and store simplification efforts. 

• Supports strategic initiatives through financial analysis and scenario modeling to assist leadership in prioritizing investments. 

• Partners with suppliers and vendors to validate billing accuracy, identify savings opportunities, and improve cost management across the enterprise. 

• Supports enhancement of reporting tools, dashboards, and automated financial processes using Excel and other business intelligence tools to improve reporting efficiency and accuracy. 

• Assists the Manager in preparing materials to present financial findings and recommendations to cross-functional leadership, translating complex financial data into actionable business insights. 

• Supports internal audits, financial controls, and compliance initiatives while ensuring the accuracy and integrity of financial reporting. 

• Performs other duties and special projects as assigned. 

Minimum Requirements / Qualifications

Education

Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field is required.

Experience

• 1+ years of experience in Financial Planning & Analysis (FP&A), Finance, Accounting, Retail Operations Finance, or related analytical roles. 

• Experience supporting budgets, forecasts, financial reporting, and expense management is preferred. 

Job-Related Skills

• Strong financial planning, budgeting, forecasting, and variance analysis skills. 

• Excellent analytical and problem-solving skills with the ability to identify trends and assist the Manager in providing recommendations. 

• Strong business acumen with the ability to translate financial data into operational insights. 

• Excellent written and verbal communication skills with experience in preparing materials to support leaders in presenting findings to leadership. 

• Strong organizational and project management skills with the ability to manage multiple priorities in a fast-paced environment. 

• Ability to collaborate effectively across Finance, Operations, Accounting, Procurement, and other cross-functional teams. 

• High attention to detail and commitment to financial accuracy. 

Computer Skills

Advanced proficiency in Microsoft Excel is required, including Pivot Tables, Power Query, XLOOKUP, INDEX/MATCH, financial modeling, and advanced formulas.

Experience with one or more of the following is preferred:

• Power BI 

• SQL 

• SAP, Oracle, or other ERP systems 

Office work environment, 40+ work hours per week.

Some travel may be required (less than 10%).

Start Rate = $78,000-$88,000 based on experience plus 10% bonus.

The company offers Health, Dental, & Vision, a flexible spending account, life and disability insurance benefits, a 401k plan, PTO, paid holidays annually, and an employee stock purchase plan.

Our success is a team effort —

when we reach our goals, you’ll be eligible for a yearly bonus!

Your Perks and Benefits:We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, we offer:

• Employee Assistance Program
• Retirement plans with matching contribution
• Employee Stock Purchase Program
• Educational Assistance
• Access to PerkSpot, an employee discount platform for goods and services
• And much more!

Who We Are:

At Dollar Tree, we make a difference in the lives of our customers every day by exceeding their expectations and delivering value – it’s what our business is built on. Our associates play an important role in this commitment by embracing change and showing up for their teams and their communities.

We see an exciting path forward as our company continues to grow and transform – and we know that this path starts with you.

Join our team today and discover The Value of You.

Dollar Tree is an Equal Opportunity Employer committed to complying with the Americans with Disabilities Act (ADA) and providing reasonable accommodations to qualified individuals with disabilities.

This job specification should not be construed to imply that these requirements are the exclusive standards of the position. This is not to be considered a complete list of job duties, which appear in the job description for this position, and which may be amended from time to time at the discretion of Dollar Tree. Incumbents will follow any other instructions and perform any other related duties as may be required by their supervisor.

Please note, this job description is not a contract of employment and may be modified to meet evolving business needs. Employment at Dollar Tree, meaning that either the employee or the company may terminate the employment relationship at any time, with or without cause or notice.