Senior Margin Forecasting Strategist

Bob's Discount Furniture; Manchester (CT); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Paid Vacation

Birthday Holiday

401(k) Profit Sharing

Employee Discount

Pet Insurance

Life Insurance

Wellness Plans

Tuition Reimbursement

Job summary

Bob's Discount Furniture is seeking a Senior Analyst, Margin Forecasting who will own the driver-based margin forecast and variance explanations across merchandising. You will partner with Merchandise Finance, Sourcing, Pricing, and Merchants to translate cost changes and promotional plans into forward margin views.

The role requires advanced Excel and financial modeling, 4–6 years in financial/retail analytics, and the ability to present findings to senior leadership.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Statistics, or related field.
• 4–6 years of experience in financial analysis, merchandise finance, or retail analytics.
• Strong understanding of retail margin mechanics (initial markup, landed cost, markdown, realized margin).
• Advanced Excel and financial modeling; SQL experience preferred.
• Ability to build driver-based forecast models and explain variance with clarity.
• Strong communication skills for presenting to leadership.
• Experience with enterprise planning tools is a plus (Anaplan/Hyperion).

Responsibilities

• Own the margin forecast model: build and maintain a driver-based merchandise margin forecast spanning initial markup, landed cost, markdown, mix, and shrink
• Drive the rolling forecast cadence: update and reissue the margin forecast on an established cadence, incorporating the latest cost, pricing, and demand inputs
• Quantify drivers: decompose margin performance and forecast changes into volume, rate, and mix, with clear attribution to specific business actions
• Model scenarios: quantify the margin impact of proposed pricing actions, cost changes, promotional plans, and assortment shifts
• Own margin variance explanation: produce clear, well-structured bridges explaining margin actuals versus plan, forecast, and prior year
• Surface risks and opportunities: proactively identify emerging margin risks and quantified opportunities; elevate with recommended actions
• Deliver executive reporting: prepare margin performance packages and executive dashboards that translate complex analysis into a clear narrative
• Maintain analytical integrity: ensure consistent definitions, reliable data lineage, and reproducible methodology across all margin reporting
• Partner with Sourcing: incorporate landed cost movement, supplier negotiations, and total cost of ownership inputs into the margin view
• Partner with Pricing: quantify the realized margin impact of pricing and promotional decisions and feed results back into future recommendations
• Partner with Merchandise Finance: ensure the margin forecast reconciles cleanly to the financial plan and the corporate forecast
• Support planning cycles: provide margin analytics that inform the annual operating plan and the merchandise long-range plan

Skills

Retail analytics

Financial analysis

Forecast modeling

Excel

SQL

Communication

Education

Bachelor's degree in Finance/Accounting/Economics/Statistics

Tools

Power BI

Tableau

Anaplan

Hyperion

Job description

Bob's Discount Furniture is seeking a Senior Analyst, Margin Forecasting who will own the driver-based margin forecast and variance explanations across merchandising. You will partner with Merchandise Finance, Sourcing, Pricing, and Merchants to translate cost changes and promotional plans into forward margin views.

The role requires advanced Excel and financial modeling, 4–6 years in financial/retail analytics, and the ability to present findings to senior leadership.