Senior Merchandise Financial Planner
Sally Beauty
full-time
Posted on:
Location Type: Hybrid
Location: Plano • Texas • United States
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Job Level
About the role
- Lead seasonal, annual, and long-range financial planning for assigned categories, including sales, margin, inventory, and turn
- Translate merchandise and assortment strategies into financial plans, identifying risks and opportunities
- Serve as a primary Finance partner to Merchandising, providing analysis and scenario modeling to support key business decisions
- Own ongoing forecasting and performance management, including variance analysis and reforecasts
- Identify trends in sales, margin, and inventory performance and recommend actions to address gaps or opportunities
- Communicate changes in merchant strategy or performance that impact the P&L, cash flow, or inventory
- Partner closely with Planning & Allocation to ensure alignment between financial plans and inventory flow
- Support the development and coaching of junior planners
- Contribute to continuous improvement of planning processes and tools
Requirements
- Bachelor’s degree in Finance, Business, Economics, or related field
- 7+ years of experience in merchandise planning, merchandise finance, FP&A, or related financial roles
- Experience managing sales, margin, and inventory plans in a retail or consumer goods environment
- Strong analytical, problem-solving, and organizational skills
- Advanced Excel skills and experience working with large, complex datasets
- Ability to clearly communicate financial insights to cross-functional partners and leadership
- Retail or consumer goods industry experience
- Experience partnering closely with Merchandising or Category Management teams
- Prior experience coaching or mentoring junior team members
Benefits
- medical
- dental
- vision
- life Insurance
- paid vacation and sick days
- paid holidays
- tuition reimbursement
- 401(k) with company match
- in house salon with complementary services
- varied selection of food options at our corporate campus
- merchandise discount
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningvariance analysisforecastingscenario modelingdata analysisExcelmerchandise planningmerchandise financeFP&Ainventory management
Soft Skills
analytical skillsproblem-solvingorganizational skillscommunication skillscoachingmentoring
Certifications
Bachelor’s degree in FinanceBachelor’s degree in BusinessBachelor’s degree in Economics