Senior Planner

Qualifications

• Bachelor's degree in Finance, Business, Supply Chain, Economics, Analytics, or a related field; MBA or advanced degree is a plus.
• 7–10+ years of progressive experience in financial planning, sales planning, business planning, forecasting, or business analytics.
• Experience developing both top-down financial plans and bottom-up sales forecasts in a consumer products, retail, apparel, licensing, or wholesale environment preferred.
• Demonstrated success partnering with Sales, Finance, Operations, and Supply Chain to drive business performance.
• Experience working with Business Intelligence (BI) teams to develop reporting, dashboards, and scalable analytics solutions.
• Prominent ability to influence cross-functional stakeholders and drive alignment without direct management authority.
• Advanced financial modeling, forecasting, budgeting, and revenue planning skills.
• Strong analytical mindset with the ability to identify key business drivers and translate data into actionable business recommendations.
• Able to think strategically while maintaining attention to operational and transactional details.
• Proficiency in Microsoft Excel, including complex formulas, pivot tables, Power Query, and financial modeling.
• Experience with Business Intelligence and data visualization tools such as Power BI, or similar platforms.
• Familiarity with ERP systems (Microsoft Dynamics, SAP, Oracle, NetSuite, etc.) and planning/reporting tools.
• Excellent problem-solving and critical-thinking skills with the ability to simplify complex data into clear business insights.
• Exceptional communication and presentation skills, with the ability to tailor recommendations to executive and operational audiences.
• Demonstrated ability to manage multiple priorities in a fast-paced, deadline-driven environment.

Essential Duties Including But Not Limited To

• Own the annual revenue and margin plan and bi-monthly reforecasts for revenue and gross margin.
• In collaboration with Sales & Finance leaders, build and reconcile: Top-down targets (growth, margin expansion, division and category goals), Bottom-up plans (sales rep/account plans, division and category).
• Support Sales Organization with: Sales and margin performance tracking vs Plan, FCST, history (BI dashboards), Weekly review of key reports, Ad hoc requests.
• Maintain Gross Margin Bridges (Price, Cost, Mix), Analyze profitability by: Customer / account, Channel/Tier (wholesale, specialty, e-comm partners), Vendor/ Country/ Product category / Item Type.
• Design and own revenue and margin dashboards, Translate business questions into data models and reporting logic, Build or guide creation of: Power BI dashboards, KPI scorecards and executive dashboards.
• Define: Data requirements and business logic, Metrics definitions (single source of truth), Review and validate: Report outputs.
• Accounting Alignment & GL Understanding, Apply strong understanding of: Financial statements, revenue drivers, and basic accounting principles, General Ledger (GL) structures, Revenue recognition and cost accounting, Ensure planning outputs reconcile with: Actual financials, Month-end close results.