Senior Planning & Analytics Lead (Power BI)

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

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.