Sr Merchandise Financial Planner

CosmoProf • Plano, TX

1d • Hybrid

About The Position

The Sr Merchandise Financial Planner is a strategic business partner who leads financial planning, forecasting, and inventory management for complex, high-volume merchandise categories. The role develops sales, margin, inventory, and profit forecasts aligned with company financial objectives and provides actionable insights to support financial accountability and data-informed business decisions. It partners with Merchandising, Planning & Allocation, and Finance leadership, and provides coaching and development to junior Merchandise Finance team members.

This is a hybrid role based at the Legacy West Support Center in Plano, Texas, with onsite attendance required on specified days. The work is primarily sedentary and performed in an office environment using standard office equipment. Occasional walking, standing, bending, driving, and lifting or carrying light office materials may be required.

Requirements

• Bachelor’s degree in Finance, Business, Merchandising, or a 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.
• 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.

Nice To Haves

• Retail, consumer goods, or related industry experience preferred.

Responsibilities

• Lead forecasting and planning 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 of business decisions.
• Provide weekly and monthly financial updates on merchant actions, assortment changes, pricing strategies, and other factors affecting revenue, margin, and cash flow.
• Analyze business performance, identify trends, and recommend ways to improve 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 that enhance forecasting accuracy, operational efficiency, and financial accountability.
• Coach, mentor, and develop junior Merchandise Finance team members through training, guidance, and ongoing support.
• Foster collaboration across Merchandising, Planning & Allocation, Finance, and other business functions.
• Support special projects and additional responsibilities as assigned.

Benefits

• Medical, dental, vision, and life insurance
• Paid vacation and sick days
• Paid holidays
• Tuition reimbursement
• 401(k) with company match
• In-house salon with complimentary services
• Varied food options at the corporate campus
• Onsite Sally Beauty and CosmoProf Professional stores with merchandise discounts

What This Job Offers

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