SR MERCHANDISE FINANCIAL PLANNER

Sally Beauty Holdings•Plano, TX

1d•Hybrid

About The Position

The Sr Merchandise Financial Planner serves as a strategic business partner, leading financial planning, forecasting, and inventory management across high-volume and complex merchandise categories. The role develops sales, margin, inventory, and profit forecasts aligned with company financial objectives. It acts as a key liaison among Merchandising, Planning & Allocation, and Finance leadership, providing actionable insights and supporting data-informed decisions that optimize category performance and profitability. The position also guides, coaches, and develops junior members of the Merchandise Finance team. This is a hybrid role based at the Legacy West Support Center in Plano, Texas, with required onsite work on specified days. The work is primarily sedentary in an office environment, with occasional walking, standing, bending, driving, and lifting or carrying light office materials as needed.

Requirements

Bachelor’s degree in Finance, Business, Merchandising, or a related field.
At least 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 and 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.

Responsibilities

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 ensure aggregate results support overall business targets.
Partner with Merchandising, Planning & Allocation, and Finance leaders to identify risks, opportunities, and the 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 to support 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

Competitive salary
Medical insurance
Dental insurance
Vision insurance
Life insurance
Paid vacation and sick days
Paid holidays
Tuition reimbursement
401(k) with company match
Complimentary services at the in-house salon
Varied food options at the corporate campus
Onsite Sally Beauty and CosmoProf Professional stores with an associate merchandise discount