What are the responsibilities and job description for the ASSOCIATE MERCHANDISE FINANCIAL PLANNER position at Sally Beauty?
Job 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
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
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
- Ability to plan, forecast, and exercise sound judgment
- Strong communication skills, written and verbal
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
- 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. In addition, 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, is both a Sally Beauty and CosmoProf Professional onsite store, where associates enjoy a great merchandise discount!
- Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, or disability.