Associate Merchandise Financial Planner

Description

Essential Function

The Associate Merchandise Financial Planner is a strategic partner to Merchants and Planning & Allocation in planning and forecasting financial metrics to support category strategies driving sales margin and inventory efficiency. Responsible for a specific area under the Sr. Merchandise Financial Planner.

(This position is hybrid working 2 days a week in our Support Center currently located in Denton TX but relocating to Plano TX (Legacy West) in January 2026 working 3 days per week in the office)

At Sally Beauty Holdings we find beauty in diversity. Our inclusivity and self-expression are what fuel our innovation and growth. You are welcome here and you can thrive here. We find beauty in YOU. Join us.

Primary Duties

Planning and forecasting the future sales inventory and profits to meet budgetary requirements at the category level.

Determine the supporting inventory levels and open to buy.

Execute modeling and analysis to support profitability of long-range corporate targets.

Weekly communication to merchandising partners of risk and opportunities relative to the planner forecast.

Supporting ad-hoc projects through modeling analysis and cross functional partnership.

Reporting and actualization.

Knowledge Skills and Abilities

College degree (BA or BS) preferred

• 2-3 years experience in merchandising planning analytics planning or finance with experience in managing a budget for sales margin and inventory
• Retail or consumer goods industry experience preferred
• Strong Excel skills experience working with large data sets and scenario modeling
• Strong analytical skillset with attention to detail
• Strong organizational skills including prioritizing scheduling time management and meeting deadlines
• Able to prepare and present category forecasts and financial findings to business partners

Competencies / Attributes

Ability to plan forecast and exercise sound judgment

Strong communication skills written and verbal

Working Conditions / Physical Requirements

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; driving an automobile etc. No special physical demands are required to perform the work.

The work environment involves everyday risks or discomforts which require normal safety precautions typical of such places as offices meeting and training rooms libraries and residences or commercial vehicles e.g. use of 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.

Benefits

#LI-Hybrid

Required Experience :

IC

Key Skills

Estate Law,Trusts,Wealth Management,Financial Services,Financial Concepts,Microsoft Outlook,Microsoft Powerpoint,Securities Law,Financial Analysis,Budgeting,Financial Planning,Wills

Employment Type : Full-Time

Experience : years

Vacancy : 1