Manager, Retail Planning
About The Position
The Manager, Retail Financial Planning drives financial performance for Concept Stores and Factory Outlets by leading sales, margin, and inventory planning. The role supports data-driven decision-making and achievement of financial targets through forecasting, cross-functional collaboration, and business insights, and partners with stakeholders to optimize results and identify growth opportunities. The position develops and maintains financial plans, forecasts, models, and tools; manages inventory health; and owns the retail planning calendar across pre-season, in-season, and post-season planning. It partners with Buying and Allocation, Finance, and other teams on budgets, forecasts, pricing, markdown strategies, and promotions. The manager also develops junior team members and presents business performance updates and recommendations to senior leadership. The position supports global and regional planning milestones by submitting timely, accurate forecasts. The role is based in Portland, Oregon, under a hybrid work policy requiring office attendance Monday through Thursday, with remote work possible on Fridays. In-office attendance is required on Fridays when collaboration or presentations call for it.
Requirements
- At least 5 years of relevant work experience in a related field, focused on planning functions.
- Bachelor’s degree in Merchandising, Business, Finance, or a related field, or a combination of education and equivalent experience.
- Expertise in financial planning processes, forecasting, and retail business operations.
- Advanced proficiency in Excel, including advanced functions and data analysis tools.
- Strong understanding of retail financial metrics, planning, budgeting, forecasting, and inventory management principles.
- Strong financial acumen, including familiarity with retail math and key performance indicators.
- Ability to interpret data to inform business decisions.
- Ability to build relationships and work cross-functionally to develop solutions in a dynamic, fast-paced environment.
- Excellent communication skills and ability to influence and collaborate across Planning, Buying, Allocation, and Fleet teams.
- Strong organization and attention to detail, with the ability to manage multiple priorities and meet tight deadlines.
- Confidence presenting clear insights and recommendations to senior leadership and cross-functional partners.
- Ability to alternate between sitting and standing for extended periods.
Responsibilities
- Develop financial plans and forecasts for sales, margin, and inventory in collaboration with Merchandising, Marketing, Finance, and other partners.
- Analyze business performance, identify risks and opportunities, develop mitigation strategies, and deliver actionable recommendations to cross-functional teams and senior leadership.
- Lead the development, maintenance, and continuous improvement of financial models and tools to improve forecast accuracy and efficiency.
- Manage inventory health, including stock levels, turnover, and product flow, to maximize sales, minimize markdown risk, and optimize margins.
- Own and maintain the retail planning calendar for pre-season, in-season, and post-season planning and analysis.
- Partner with Buying and Allocation, Finance, and other teams to align budgets, forecasts, pricing, markdown strategies, and promotional plans.
- Manage, mentor, and develop junior team members and foster financial planning and analysis best practices.
- Prepare and present business performance updates and recommendations to senior leadership and key stakeholders.
- Submit timely and accurate forecasts in support of global and regional planning milestones.
- Design, enhance, and maintain financial models, tools, and processes to improve forecasting accuracy, efficiency, and retail planning.
Benefits
- Medical coverage, including HSA options with employer funding or FSA options
- Dental insurance
- Vision insurance
- Prescription drug coverage
- Adoption, surrogate, and fertility support
- Short- and long-term disability insurance
- Basic life and AD&D insurance, with optional employee-paid supplemental coverage
- 401(k) plan with employer match
- Stock Purchase Plan with employer match
- Education assistance for full-time employees
- Paid parental leave (14 weeks)
- Annual bonus based on company and personal performance
- Flexible time off that accrues at 0.4388 hours per day and increases with years of service
- Twelve paid holidays per calendar year
- Service Time Off during milestone years
- Hybrid work policy
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What This Job Offers
Job Type
Full-time
Career Level
Manager
