Senior Planner

BIOWORLD MERCHANDISING; Irving (TX); Hybrid; USD 110,000 - 140,000; Full time

Job summary

Bioworld Merchandising is seeking a highly analytical Senior Planner to lead enterprise planning and forecasting, aligning sales, finance, and strategy. You will develop data-driven revenue and margin plans by merging top-down objectives with bottom-up forecasts, ensuring actionable business plans.

The role requires partnering with BI teams to define reporting frameworks, guide dashboard development, and ensure data structures support forecasting accuracy and long-term growth.

Qualifications

• Bachelor's degree in Finance, Economics or Analytics (required or equivalent).
• 7–10+ years in financial planning, forecasting or analytics.
• Experience building top-down and bottom-up revenue plans in consumer products/retail.

Responsibilities

• Own annual revenue and gross margin plans and bi-monthly reforecasts.
• Collaborate with Sales & Finance to build top-down and bottom-up plans.
• Partner with BI to develop dashboards and reporting frameworks.
• Ensure data structures and metrics support forecasting, planning, and growth.

Skills

Power BI dashboards

Forecasting

Financial planning

Excel

Data analysis

BI dashboards

Education

Bachelor's degree in Finance, Economics, or Analytics

Tools

Power BI

ERP systems (Dynamics/SAP/Oracle/NetSuite)

Job description

• Power BI dashboards
• Report outputs

Bioworld Merchandising is a leading design and distribution company of licensed and private label apparel, headwear & accessories to all retails channels. We collaborate with some of the most widely recognized brand and retail partners in the world. Employees of Bioworld consider it to be an honor and a privilege to be part of the hottest, most creative, dynamic company in the industry! We are seeking skilled candidates who are excited to join this amazing team!

We Believe in Great Brands: Our goal is to translate the brand story into product that is as innovative and distinctive as the brand itself.

Creative Culture: Our multi-disciplinary team brings to our brand partners a unique mix of creative product design paired with merchandising expertise. We prize collaboration and believe innovation comes from a diversity of creative ideas.

We are the Market: Our team believes in full immersion to gain insight into retail markets, contemporary culture and consumer reaction.

Position Overview

Bioworld is seeking a highly analytical, detail-oriented Senior Planner to lead enterprise planning and forecasting initiatives that align sales, finance, and business strategy. This role is responsible for developing data-driven revenue and margin plans by integrating top-down financial objectives with bottom-up sales forecasts, ensuring accurate, actionable, and achievable business plans.

The Senior Planner serves as a key liaison between the business and data/technology teams, translating business needs into scalable reporting and analytics solutions. This position partners closely with Business Intelligence (BI) teams to define reporting frameworks, guide dashboard development, and ensure data structures support informed decision-making, forecasting accuracy, and long-term business growth.

Core Responsibilities

• Financial & Sales Planning
  • 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
• Margin & Profitability Management
  • Build gross margin bridges (price, cost, mix)
  • Analyze profitability by:
    • Customer / account
    • Channel/Tier (wholesale, specialty, e-comm partners)
    • Vendor/ Country/ Product category / Item Type
• BI Reporting & Analytics Development
  • 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
  • Demonstrate strong understanding of:
    • Data schemas (fact vs dimension tables, semantic models and Lakehouses)
    • Data joins and transformations across ERP, PLM, and other data sources
  • 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
• This Role Works Best For Someone Who
  • Thinks in both financial outcomes and operational drivers
  • Can zoom out (strategy) and zoom in (data detail)
  • Bridges Sales, Finance, Supply Chain, and IT
  • Translates messy data into clear, actionable insights using BI or advanced Excel
  • Can influence without authority across cross-functional teams

Essential Duties Including But Not Limited To

• 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.
• Proven 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.
• Ability 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.

Bachelor’s degree in Finance, Economics or a related field, or equivalent professional experience.

BUSINESS HOURS

• Standard business hours: Monday–Friday, 8:00 AM–5:0 PM. Additional hours may be required based on workload. One day remote.
• May be required to travel occasionally.