Position Summary:

Position Summary   

The role of the Planner is to maximize gross margin dollars & inventory productivity by providing the overall financial direction of a category or department(s).  Planners are primarily responsible for developing seasonal merchandise financial plans and by-door plans, pricing and assortment optimization.  Planners also work with Buyers in assortment and buy planning by facilitating layering of assortments and validating the profitability of purchases. In-season, Planners provide in-depth analysis of product performance and make recommendations to maximize business opportunities. 

Essential Functions/Responsibilities:

Essential Function

       Develop merchandise financial plans, vendor or class as appropriate, that support the merchandise strategies while achieving corporate financial goals both for the short term (seasonal) and long term (multi-year).

       Develop the assortment plan and the initial buy plan through use of hindsighting and profitability tools

       Develop replenishment budgets and providing analytics required for planning and managing replenishment items.  Reforecasting replenishment budget to inform Monthly Forecast

       Complete forecasts and recommendations for Monthly Forecast process to manage business in season and maximize opportunities through product lifecycle management

       Partner with allocation team to Reconcile merchandise and by-door plans with store level opportunities 


Position Requirements

  • Bachelor’s degree strongly preferred or equivalent years of comparable experience
  • 4-7 years of retail experience; 2-3 in merchandise or financial planning
  • Proficient in Excel and Microsoft office suite of products and business related software
  • Strong merchandising, product and marketing skills
  • Demonstrates strong analytical and problem solving skills
  • Highly organized and able to multitask
  • Builds and maintains productive relationships with peers, merchant team and allocation team
  • Demonstrates leadership and decision-making skills
  • Takes calculated risks to achieve results
  • Demonstrates strong listening, written and oral communication skills
  • Analyzes business to the lowest level to identify opportunities in sales, inventory, and margin by store, department, and class
  • Reacts to business trends in a timely and efficient manner
  • Adapts to shifting circumstances in a business environment
  • Able to translate strategy into tactical, well-developed financial plans
  • Able to think strategically and provide financial direction for future business opportunities
  • Maintains professionalism in work relationships and habits
  • Develops creative solutions to business issues
  • Works effectively with staff and Divisional/BSS management to achieve sound financial and merchandising solutions based on analysis, input and experience
  • Communicates effectively with stores and vendors


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