About The Position

Getting the right products at the right price in the right Store at the right time is no small task. That's what H-E-B Merchandising Partners do every day--bring expertise to procurement, merchandising, analysis, pricing, quality assurance, demo programming, assortment, and inventory planning. As a Business Planner II, you'll partner with internal Partners to develop and execute financial and item plans that support department financial objectives and merchandise / inventory strategies. Once you're eligible, you'll become an Owner in the company, so we're looking for commitment, hard work, and focus on quality and Customer service. 'Partner-owned' means our most important resources--People--drive the innovation, growth, and success that make H-E-B The Greatest Omnichannel Retailing Company. Do you have a: HEART FOR PEOPLE... ability to communicate persuasively? HEAD FOR BUSINESS... advanced analytical and Excel skills? PASSION FOR RESULTS... drive to work with a sense of urgency, under pressure, with flexibility and adaptability? We are looking for: - related experience; experience managing projects

Requirements

  • A related degree or comparable formal training, certification, or work experience
  • 5+ years of related experience in inventory management, supply chain, retail business planning, or financial analysis
  • Experience managing large-scale projects
  • Experience working cross functionally across multiple Partners and stakeholders to influence decision making
  • Experience applying accounting / finance principles to developing complex costing and forecasting models
  • Comprehensive knowledge of planning / replenishment systems, and store / space planning
  • Working knowledge of retail accounting and finance principles
  • Understanding of retail math
  • Advanced analytical skills
  • Advanced PowerPoint, Word, and Excel skills (e.g., advanced formulas, pivot tables, x-, v-, and h-lookups, conditional formatting)
  • Strong interpersonal skills
  • Strong verbal / written communication and listening skills
  • Strong organization and time management skills
  • Ability to work at all levels; ability to communicate persuasively and influentially cross-functionally
  • Ability to work under pressure with flexibility, adaptability; attention to detail
  • Ability to excel in a team environment
  • Ability to work with little supervision; self-motivation
  • Strong sense of urgency
  • Strong aptitude with numbers
  • Function in a fast-paced, retail, office environment
  • Travel by car or plane with overnight stays
  • Travel globally with extended stays
  • Work extended hours; sit for extended periods
  • Regularly lift 20 lbs or more

Responsibilities

  • Drives sales and profitability by developing and directing strategic plans with Buyer and leaders; partners with Buyer to set stretch goals to grow, create, and innovate assigned commodities
  • Builds pre-season / manages in-season financial sales, gross margin, and inventory plans by season, at a weekly level; maintains the open-to-buy
  • Recommends strategies to maximize sales, profitability
  • Develops commodity / item plans for each assortment; aligns key goals, metrics (sales, units, inventory, receipts, turn and margin expectations); collaborates with Buyer to ensure assortment plans meet financial, space, Store objectives
  • Partners with Buyer to prepare promotional, markdown strategy; analyzes impact and effectiveness in season; recommends future promotions, markdowns
  • Develops monthly forecasts of sales and inventory for all basic, seasonal, promotional activities; develops strategies to meet department financial goals and own open-to-buy forecasts
  • Coordinates various info sources to create comprehensive understanding of issues to align people, systems, processes, plans to achieve greatest impact
  • Provides guidance to maximize seasonal, event, and promotional buys within budget parameters; establishes seasonal strategies; identifies missed growth opportunities to Planner; identifies inventory levels needed to support rate of sale based on target sell thru percent, weeks of supply, and life cycle of product
  • Analyzes historical data, current trends; identifies risks and opportunities by item; identifies best sellers; rebuys / forecasts as necessary to drive sales; recognizes slow sellers; recommends profitable strategies to exit product in a timely manner to Planner
  • Partners with Planner, Buyer to prepare promotional and markdown strategy; analyzes impact / effectiveness in season; recommends future promotions / markdowns
  • Analyzes merchandise performance at commodity level (sales, inventory); identifies risks and opportunities
  • Communicates / presents analytical findings and recommendations
  • Develops / oversees assigned Inventory Analysts (IA); coaches / trains to enhance skills for growth, development
  • Delivers effective performance appraisals; ensures clear understanding of job expectations
  • Partners with other H-E-B areas (e.g., Business Dev Managers [Buyers], Supply Chain, Digital, Planning & Inventory Management (PIM), Advertising, Product Dev Managers) to achieve business objectives
  • Manages PIM team special projects and new initiatives from concept to implementation; trains PIM team on project implementation
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