Position Summary:

Planners are responsible for the overall financial direction of a category or department(s) with the goal of meeting/ exceeding sales, margin and turn targets. 

The major responsibilities include:

  • Developing seasonal merchandise financial plans and by-door plans, identifying and planning replenishment items, developing and managing to allocation strategy, and supporting the Buyer with a department(s) open to buy. 
  • Work with Buyers in assortment and buy planning by facilitating layering of assortments and validating the integrity of initial allocation volumes.
  •  In-season, Planners provide in-depth analysis of product performance and make recommendations to maximize business opportunities. 
Essential Functions/Responsibilities:

  • Develop merchandise financial plans, vendor or class as appropriate
  • Provide analytical inputs to support the Buyer in merchandise strategy planning, assortment planning and buy planning processes
  • Develop replenishment budget and provide analytics required for planning and managing replenishment items
  • Analyze sales, margin, turn and open-to-buy/ forecast performance against pre-season strategies and goals
  • Provide forecasts and recommendations to support the Buyer in open-to buy process to manage business in season and maximize opportunities
  • Reforecast replenishment budget to inform Open-to-Buy
  • Oversee the creation of store plans
  • Reconcile merchandise and by-door plans against top-side goals and assortment plans
  • Oversee the development of allocations by store and replenishment analysis/forecasting
  • Oversee style/SKU count analysis
  • Develop and maintain vendor matrix
  • Build a high quality planning team by developing partnerships, leading, coaching and providing constructive feedback
  • Travels to all major markets and store trips as necessary

Education & Experience:

Bachelors degree strongly preferred

4-7 years of retail experience; 2-3 in merchandise or financial planning

Proficient in business-related computer software (Microsoft Windows, Word, Excel, etc.)


Possesses strong merchandising, product and marketing skills

Demonstrates strong analytical and problem solving skills

Is highly organized and able to multitask

Builds and maintains productive relationships with peers and members of the merchant 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

Maintains professionalism in work relationships and habits

Provides direction, counseling and coaching to staff

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


Available and able to travel

Computer proficient.

Able to sit for long periods of time and enter/review/revise analytical data

For reasonable accommodation information for an ADAAA qualified disability please see Belk Associate Handbook for policy and procedures.

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