Senior Merchandise Financial Planner
CosmoProf Beauty, Plano, TX, United States
About Sally Beauty Holdings, Inc.
At SBH, our purpose is to inspire a more colorful, confident, and welcoming world. We are the leader in professional hair color, selling and distributing professional beauty supplies across 11 countries through our Sally Beauty and Beauty Systems Group businesses. Sally Beauty offers products for hair color, hair care, nails, and skin care to retail customers looking for salon-quality products at a value price. Beauty Systems Group, branded as Cosmo Prof or Armstrong McCall stores, along with its direct sales consultants, sell professionally branded products intended for use and resale by salons to retail consumers.
Job Description
Responsibilities and responsibilities of the role are listed below.
Primary Duties
Lead seasonal, annual, and long-range financial planning for assigned categories, including sales, margin, inventory, and turn
Translate merchandise and assortment strategies into financial plans, identifying risks and opportunities
Serve as a primary Finance partner to Merchandising, providing analysis and scenario modeling to support key business decisions
Own ongoing forecasting and performance management, including variance analysis and reforecasts
Identify trends in sales, margin, and inventory performance and recommend actions to address gaps or opportunities
Communicate changes in merchant strategy or performance that impact the P&L, cash flow, or inventory
Partner closely with Planning & Allocation to ensure alignment between financial plans and inventory flow
Support the development and coaching of junior planners
Contribute to continuous improvement of planning processes and tools
Qualifications
Bachelor’s degree in Finance, Business, Economics, or related field
7+ years of experience in merchandise planning, merchandise finance, FP&A, or related financial roles
Experience managing sales, margin, and inventory plans in a retail or consumer goods environment
Strong analytical, problem-solving, and organizational skills
Advanced Excel skills and experience working with large, complex datasets
Ability to clearly communicate financial insights to cross‑functional partners and leadership
Retail or consumer goods industry experience
Experience partnering closely with Merchandising or Category Management teams
Prior experience coaching or mentoring junior team members
Benefits
We offer a competitive salary and outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match. Associates of SBH may take advantage of our in‑house salon with complementary services and a varied selection of food options at our corporate campus. Also, featured at our corporate campus, both a Sally Beauty and CosmoProf professional onsite store, where associates enjoy a great merchandise discount.
Working Conditions / Physical Requirements
The work environment involves everyday risks or discomforts that require normal safety precautions typical of offices, meeting and training rooms, retail stores, and residences or commercial vehicles, such as safe work practices with office equipment, avoidance of trips and falls, observance of fire regulations and traffic signals, etc. The work area is adequately lighted, heated, and ventilated.
The work is sedentary. Typically, the employee may sit comfortably to do the work. However, there may be some walking, standing, bending, carrying of light items such as papers, files, books, small parts, using a keyboard, driving an automobile, etc. No special physical demands are required to perform the work.
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At SBH, our purpose is to inspire a more colorful, confident, and welcoming world. We are the leader in professional hair color, selling and distributing professional beauty supplies across 11 countries through our Sally Beauty and Beauty Systems Group businesses. Sally Beauty offers products for hair color, hair care, nails, and skin care to retail customers looking for salon-quality products at a value price. Beauty Systems Group, branded as Cosmo Prof or Armstrong McCall stores, along with its direct sales consultants, sell professionally branded products intended for use and resale by salons to retail consumers.
Job Description
Responsibilities and responsibilities of the role are listed below.
Primary Duties
Lead seasonal, annual, and long-range financial planning for assigned categories, including sales, margin, inventory, and turn
Translate merchandise and assortment strategies into financial plans, identifying risks and opportunities
Serve as a primary Finance partner to Merchandising, providing analysis and scenario modeling to support key business decisions
Own ongoing forecasting and performance management, including variance analysis and reforecasts
Identify trends in sales, margin, and inventory performance and recommend actions to address gaps or opportunities
Communicate changes in merchant strategy or performance that impact the P&L, cash flow, or inventory
Partner closely with Planning & Allocation to ensure alignment between financial plans and inventory flow
Support the development and coaching of junior planners
Contribute to continuous improvement of planning processes and tools
Qualifications
Bachelor’s degree in Finance, Business, Economics, or related field
7+ years of experience in merchandise planning, merchandise finance, FP&A, or related financial roles
Experience managing sales, margin, and inventory plans in a retail or consumer goods environment
Strong analytical, problem-solving, and organizational skills
Advanced Excel skills and experience working with large, complex datasets
Ability to clearly communicate financial insights to cross‑functional partners and leadership
Retail or consumer goods industry experience
Experience partnering closely with Merchandising or Category Management teams
Prior experience coaching or mentoring junior team members
Benefits
We offer a competitive salary and outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match. Associates of SBH may take advantage of our in‑house salon with complementary services and a varied selection of food options at our corporate campus. Also, featured at our corporate campus, both a Sally Beauty and CosmoProf professional onsite store, where associates enjoy a great merchandise discount.
Working Conditions / Physical Requirements
The work environment involves everyday risks or discomforts that require normal safety precautions typical of offices, meeting and training rooms, retail stores, and residences or commercial vehicles, such as safe work practices with office equipment, avoidance of trips and falls, observance of fire regulations and traffic signals, etc. The work area is adequately lighted, heated, and ventilated.
The work is sedentary. Typically, the employee may sit comfortably to do the work. However, there may be some walking, standing, bending, carrying of light items such as papers, files, books, small parts, using a keyboard, driving an automobile, etc. No special physical demands are required to perform the work.
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