MERCHANDISE FINANCIAL PLANNER

Company: Sally Beauty Holdings
Location: Denton
Posted on: April 9, 2025

Job Description:

Overview

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Essential Function
The Merchandise Financial Planner is a strategic partner to Merchants and Planning & Allocation in planning and forecasting financial metrics to support category strategies driving sales, margin, and inventory efficiency. Responsible for multiple categories within the company.

"At Sally Beauty Holdings, we find beauty in diversity. Our inclusivity and self-expression are what fuel our innovation and growth. You are welcome here, and you can thrive here. We find beauty in YOU. Join us."

Primary Duties
Planning and forecasting the future sales, inventory, and profits to meet budgetary requirements at the category level. Determine the supporting inventory levels and open to buy.

Support the merchandise planning teams and leaders with strong understanding of the budget cycle of spend and reduce risk by striking a balance between hitting financial goals and meeting merchandise strategy goals.

Work strategically with merchandising, supply chain, and finance to translate vendor commitments, supply chain capacity, store and WH inventory levels, into plans that achieve the sales expectation.

Translate long range corporate plans and high-level approach to setting and sales, margin, and inventory as it relates to merchandise financial strategy into category/department financial strategy.

Knowledge, Skills and Abilities
College degree (BA or BS) preferred
5+ years' experience in merchandising planning, analytics planning, or finance, with experience in managing a budget for sales, margin, and inventory
Retail or consumer goods industry experience preferred
Advanced Excel skills, experience working with large datasets and scenario modeling
Excellent analytical skillset with attention to detail
Strong organizational skills including prioritizing, scheduling, time management, and meeting deadlines
Able to prepare and present category forecasts and financial findings to business partners, communicating market dynamics, retail trends, and the impact to category strategy

Competencies / Attributes
Ability to plan, forecast, and make informed decisions based on financial data and analysis
Excellent communication skills, verbal and written
Exceptional math ability
Drives cross functional partnerships with merchandise and planning & allocation teams

#LI-hybrid

Working Conditions /Physical Requirements
The work is sedentary. Typically, the employee may sit comfortably to do the work. However, there may be some walking; standing; bending; carrying of light items such as papers, files, books, small parts; driving an automobile, etc. No special physical demands are required to perform the work.

The work environment involves everyday risks or discomforts which require normal safety precautions typical of such places as offices, meeting and training rooms, libraries, and residences or commercial vehicles, e.g., use of safe work practices with office equipment, avoidance of trips and falls, observance of fire regulations and traffic signals, etc. The work area is adequately lighted, heated, and ventilated.

We offer a competitive salary and outstanding benefits package that includes medical, dental, vision, life Insurance, paid vacation and sick days, paid holidays, tuition reimbursement and 401(k) with company match. In addition, associates of SBH may take advantage of our in house salon with complementary services and a varied selection of food options at our corporate campus. Also, featured at our corporate campus, is both a Sally Beauty and CosmoProf Professional onsite store, where associates enjoy a great merchandise discount!

Keywords: Sally Beauty Holdings, Grand Prairie , MERCHANDISE FINANCIAL PLANNER, Accounting, Auditing , Denton, Texas