Merchandising Financial Planner

SpartanNash • Grand Rapids, MI

11d • Onsite

About The Position

The Merchandising Financial Planner manages retail and independent wholesale P&Ls, including annual budgeting, quarterly and monthly forecasting, and weekly projections. The role ensures that assigned categories have action plans to meet or exceed financial objectives.

The planner builds and manages weekly sales and margin plans aligned with financial targets, maintains category-level forecasts, and works with business partners to monitor trends, identify risks and opportunities, and resolve issues. The role also partners with Category Managers on promotional strategies, develops seasonal ladder plans and clearance forecasts, creates long-range and seasonal forecasts, and champions the Merchandise Planning process and calendar.

Requirements

• Bachelor’s degree in business administration, finance, merchandising, or a related field, or an equivalent combination of education and/or experience.
• Two to five years of experience in merchandising, category management, finance, store leadership, or procurement.
• Strong financial acumen and an analytical mindset to understand the levers of a P&L statement.
• Strong verbal and communication skills.
• Experience working across business units to leverage resources and capabilities toward company goals.
• Proficiency in Word, Excel, and PowerPoint.

Nice To Haves

• Experience with purchasing systems.

Responsibilities

• Build and manage sales and margin plans by bucket and week for assigned categories, aligned with financial targets.
• Maintain weekly and monthly financial forecasts at the category level by season, month, and week.
• Lead weekly and monthly meetings with key partners to review forecasts and sales and margin trends, identify risks and opportunities, and pursue timely resolutions.
• Work with Category Managers to develop promotional strategies that drive sales and market share while maximizing profitability.
• Develop and maintain seasonal ladder plans and forecast clearance impact and liability.
• Create long-range, pre-season, and in-season forecasts aligned with organizational strategies and targets.
• Champion the Merchandise Planning process and its calendar.
• Manage retail and independent wholesale P&Ls, including annual budgeting, quarterly and monthly forecasting, and weekly projections.
• Ensure action plans are in place to meet or exceed assigned category financial objectives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level