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Financial Planner Job Description

 

 

 

Job Summary:

The Financial Planner will be responsible for supporting sales, growth, and profitability goals.

Job Description:

The Financial Planner will perform all or some of the following Job description:

  • The Financial Planner will develop by Dept/Sub-Class financial merchandising plans that support top line objectives

  • Execute planning strategies to build and manage profitable assortments that meet budgeted sales, margin, and turn goals

  • The Financial Planner will understand Company customer and provide competitive analysis at the vendor and SKU level to enhance the product mix and pricing strategy

  • He/She will analyze retail sales to identify opportunities at the Model-SKU-Color-Size level

  • The Financial Planner will develop an appropriated delivery cadence by product line that drives sales and fits to the ending inventory and gross margin targets

  • He/She will develop and recommend initial Mark-Up goals and AUR strategies.          

Minimum Requirements / Knowledge / Skill For Financial Planner Job

  • The Financial Planner must be forward thinking, determined and highly motivated team player
  • He/She must have strong analytical ability
  • Strong presentation skills
  • The Financial Planner must have very strong Excel Skills to build daily recap reports
  • Possess strong understanding of retail math
  • Strong written and verbal communication skills
  • The Financial Planner should be able to analyze large amounts of data and develop action plans based on the data
  • He/She must be a self starter with the ability to work independently and within a group in a fast paced and ever changing environment
  • Possess ability to partner with the buying staff to present clear and well thought out plans and product line strategies to senior management
  • The Financial Planner should direct Customer / Catalog Planning
  • Possess exceptional communication and analytical skills.   

Minimum Education Requirements / Certification / Licensure For Financial Planner Job

  • Bachelor Degree preferred with a minimum 3 years of planning experience or 5 years experience in retail planning (Preferably Cost Based Planning).


 

 

View More Financial Planner Job Descriptions

Financial Planner I Job Description
Financial Planner II Job Description
Financial Planner III Job Description
PMO Financial Planner Job Description

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