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Senior Merchandise Financial Planner
Sally Beauty. Lead forecasting and planning activities for sales, inventory, margin, and profit across assigned merchandise categories and broader business segments .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning, merchandise finance, and inventory management, with a strong ability to analyze business performance and communicate insights to senior leadership. Proven track record in leading cross-functional initiatives and enhancing forecasting accuracy while mentoring team members.
Highest-signal resume keywords
Financial PlanningMerchandise FinanceInventory ManagementAdvanced Microsoft ExcelAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingScenario AnalysisForecastingBudget ManagementPerformance MetricsData AnalysisFinancial ReportingTrend AnalysisOperational EfficiencyMerchandising Principles
Soft Skills
Communication SkillsAttention to DetailLeadershipCollaborationPrioritization
Industry Keywords
RetailConsumer GoodsInventory ProductivityCross-Functional InitiativesStakeholder Engagement
About the role
Key responsibilities & impact- Lead forecasting and planning activities for sales, inventory, margin, and profit across assigned merchandise categories and broader business segments
- Develop financial plans aligned with company objectives and sales, margin, and inventory productivity goals
- Consolidate and reconcile category-level forecasts and plans to support overall business targets
- Partner with Merchandising, Planning & Allocation, and Finance leaders to identify risks, opportunities, and financial implications
- Provide weekly and monthly financial updates on merchant actions, assortment changes, pricing strategies, and factors impacting revenue, margin, and cash flow
- Analyze business performance, identify trends, and recommend improvements to financial results and inventory productivity
- Develop scenario models and financial forecasts for strategic planning and decision-making
- Communicate financial performance, business risks, and forecast changes to cross-functional stakeholders and senior leadership
- Support process improvements to enhance forecasting accuracy, operational efficiency, and financial accountability
- Coach, mentor, and develop junior Merchandise Finance team members
- Foster collaboration across business functions to drive alignment and results
- Support special projects and additional responsibilities as assigned
Requirements
What you’ll need- Bachelor’s degree in Finance, Business, Merchandising, or related field
- 7+ years of experience in merchandise planning, inventory management, merchandise finance, financial planning, or related disciplines
- Experience managing budgets, forecasts, and financial performance metrics including sales, margin, profit, and inventory
- Retail, consumer goods, or related industry experience preferred
- Previous experience leading cross-functional initiatives and influencing business decisions across multiple stakeholder groups
- Advanced proficiency in Microsoft Excel, including financial modeling, scenario analysis, forecasting, and large dataset management
- Strong analytical and quantitative skills with exceptional attention to detail
- Ability to prioritize multiple responsibilities and manage competing deadlines in a dynamic environment
- Experience preparing and presenting complex financial analyses, forecasts, and recommendations to senior leadership
- Strong understanding of merchandising principles, inventory management strategies, retail trends, and financial planning processes
- Excellent written, verbal, and presentation communication skills
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Paid vacation days
- Paid sick days
- Paid holidays
- Tuition reimbursement
- 401(k) with company match
- In-house salon with complimentary services
- Varied selection of food options at the corporate campus
- Onsite Sally Beauty and CosmoProf Professional stores
- Merchandise discount for associates
- Hybrid work arrangement