Retail Planner Job Description

Retail Planner Job Description

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Retail planner provides analysis of all promotional data within SAP and Bean store to identify trends & areas for improvement and hard data for performance analysis.

Retail Planner Duties & Responsibilities

To write an effective retail planner job description, begin by listing detailed duties, responsibilities and expectations. We have included retail planner job description templates that you can modify and use.

Sample responsibilities for this position include:

Advanced computer skills in Excel required (v-lookups, pivot tables, complex formulas)
Analyze sales and profits by square foot and by category
Be main point of contact for the designated region and perform other duties that come up such as shipping inquiries, managing product requests
Assist in the development of pre-season sales, gross margin and inventory plans that support product strategies
Manage sales and inventory plans at sub-department by store to optimize revenue and turnover
Conduct a thorough weekly review of business with the merchant and distribution teams in order to monitor and react to business needs
Work with wholesale planning on a monthly basis to review selling at Style/Color/Size, and also on an impromptu basis when sales trends dictate changes to future forecasts
Communicate with internal business partners (including design, sourcing, purchasing, ) major changes in business strategy and account needs
Basic knowledge of retail merchandise and presentation
Computer literate and is familiar with various computer courses such as Excel, Word, JDA and Intactix

Retail Planner Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Retail Planner

List any licenses or certifications required by the position: APICS

Education for Retail Planner

Typically a job would require a certain level of education.

Employers hiring for the retail planner job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Education, Finance, Marketing, MBA, Merchandising, Economics, Fashion, Management, Communications

Skills for Retail Planner

Desired skills for retail planner include:

Complex formulas
Geographic and store-attribute performance and trends through data analysis and field communication
MS office applications
Pivot tables
Sports apparel and footwear market
Country specific
Geographic store attribute performance through data analysis and cross-functional communication
SAP
Advanced planning systems and BI Tools are
Cognos

Desired experience for retail planner includes:

Minimum 4 years wholesale or retail planning experience
High School Diploma or equivalent plus 2 years of experience in a related field
Proficient in the use of MS Excel, MS Windows, and MS Office
Must have good time management skills and the ability to prioritize tasks
Must be able to trouble-shoot issues in order to complete tasks in a timely manner
Must have effective communication skills in order to communicate to team members, various business contacts and management

Retail Planner Examples

1

Retail Planner Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of retail planner. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for retail planner
  • Set up appropriate system parameters, profiles, safety stocks, display minimums, , to achieve store/item in stock goals and objectives
  • Create seasonal, monthly and weekly plans and forecasts for sales, inventory, markdowns and gross margin
  • Initiate and develop actionable analysis to recap business by classification and subclass at a top-line store level in order to partner with buying team to create strategies to drive sales and achieve gross margin profitability
  • Work with buying team and stores to analyze business by door to maximize sales and stock opportunities
  • Produce weekly reports recapping sales, inventory and gross margin vs
  • Track receipts to support in-season allocation strategies
  • Liaison between Field and Transportation/DC when scheduling deliveries for ongoing weekly replenishment special circumstance deliveries
  • Develop, review and analyze weekly product reports for merchandising and planning strategies
  • Partner with Allocation to ensure timely flow of monthly newness into store
  • Work closely with Merchandising and Marketing on assortment plans and monthly product highlights to support outlet initiatives
Qualifications for retail planner
  • Intermediate proficiency in Microsoft Office programs (Excel, Outlook)
  • Bachelor's degree in related field or equivalent combination of education and years of experience
  • 2 years retail experience desired, 2 years work experience in an analytical field desired
  • Love to work collaboratively in a group, are a confident communicator and have an innate willingness to dig in and contribute with your team
  • Are a true strategic business owner
  • Think innovation and entrepreneural spirit is critical in a business environment and support others in creative thinking
2

Retail Planner Job Description

Job Description Example
Our innovative and growing company is hiring for a retail planner. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for retail planner
  • Own the annual planning process for product line performance, sales, inventory, receipt and margin goals
  • Continuously analyze and reforecast business and recommend/implement strategies to ensure plan is achieved, including adjusting product flow, inventory management, and pricing
  • Review buys at a detailed level to ensure styles and colors are planned appropriately and support departmental plans
  • Develop and manage product sales and inventory reports
  • BA or BS degree and minimum 3-4 years prior experience in merchandise planning and allocation
  • Excellent communication, analytical and strategic thinking skills
  • Knowledge of Arthur planning, a plus
  • Develop seasonal plans by analyzing historical data and current trends while identifying risks and opportunities
  • Forecast sales, margin and inventory turn by month, at a brand level and communicate business performance during weekly sales and monthly open to buy meetings
  • Analyze and react to financial, market, customer trends and formulate appropriate strategies in partnership with the cross-functional team
Qualifications for retail planner
  • Must have an Associate or Bachelor’s degree in Interior Design, Architecture, or a related field
  • Are Excel proficient
  • Bachelor's degree in related field or an equivalent combination of training and experience to provide the necessary knowledge, skills and abilities
  • Must be able to sit most of the day
  • Design and implement Retail Planning and Allocation Solution as a Business Matter Expert
  • Must be able to work autonomously and independently on assigned projects
3

Retail Planner Job Description

Job Description Example
Our innovative and growing company is looking for a retail planner. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for retail planner
  • Provide direction and objectives to direct reports
  • Identify, communicate, and implement strategic business opportunities
  • Create promotional sales plans, including sales, margin, inventory
  • Creation of Monday reports and recaps used to analyze business and direct actions
  • Build preseason financial sales, gross margin and inventory plans at a weekly level by season which ties to the companies’ sales, margin and turnover goals
  • Analyze in-season merchandise performance at the departmental and item level
  • Prepare pre season promotional and markdown strategy through partnership with Merchandising
  • Actively participate in weekly meetings with planning and buying team store visits
  • Provide team with learnings at category/store & season level to be applied to plan/buy strategy for next season
  • Analyze fiscal sales and sell-through
Qualifications for retail planner
  • Minimum 6 years experience in a similar capacity
  • High level of understanding of Excel & retail math
  • Completed degree preferred
  • Excellent Analytical skills – Ability to use extensive system knowledge to prepare informative reporting tools
  • Demonstrate financial acumen – understand what drives the bottom line
  • 1-3 year previous retail work experienceThis position is not eligible for visa sponsorship
4

Retail Planner Job Description

Job Description Example
Our company is searching for experienced candidates for the position of retail planner. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for retail planner
  • Create and review top-down budgets by brand prior to retail buying
  • Coordinate and analyze all retail pricing to ensure/maintain profitability
  • Formulate Buy plans for each door
  • Partners with Store Directors, Merchandising Directors and Merchandising teams to maximize opportunities and manage risks
  • Support programs through demand forecasting, inventory control, retail performance, and program changes
  • Store segmentation/Cluster strategies
  • Ensures store inventory plans are in line with capacity requirements from Global Buyers and local Allocation Planning
  • Aligns bottom up/top down sales and inventory plans by segment
  • Manages the financial success of multiple channel, product categories across Men’s and Women’s Optics, Sun accessories
  • Works with merchant group to “understand” business issues/trends, customer purchasing dynamic
Qualifications for retail planner
  • Bachelors degree in Business, Merchandising or related field or equivalent experience
  • Ability to progress to CFP pathway
  • 3+ years of experience in merchandise planning or inventory management
  • Demonstrates ability to identify opportunities and create solutions
  • Possess strong aptitude with numbers, retail math skills and understanding of forecasting methodology
  • Ability to positively influence and lead others
5

Retail Planner Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of retail planner. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for retail planner
  • Manage the monthly Open-To-Buy process and communicate business performance during weekly sales and monthly open to buy meetings
  • Publish daily and weekly sales reporting and provide expert analysis on successes and opportunities within the business
  • Develop, maintain and update tools, reports, to support the needs of the business
  • Monthly OTB, including presenting business to upper management
  • Responsible for reviewing the business and highlighting trends (negative and positive) on a weekly basis
  • To set & manage financial targets by dept & category
  • Update & manage monthly OTB
  • Work thru WSSIs to identify opportunity in sales & to minimize risk
  • Work closely with the buying team to analyse seasonal merchandise assortments and execute merchandising strategies in line with OTB
  • Expected to product regular & ad hoc analysis based on ROS, densities sales and cover and present these findings to senior management
Qualifications for retail planner
  • Fosters a positive and motivating work outlook with emphasis on team collaboration
  • Advanced skills in Microsoft Office program, primarily in Excel
  • At least 2+ years experience in merchandise planning or inventory management
  • Must have three to five (3-5) years in retail planning
  • 5 years experience in demand forecasting, preferably in a retail environment
  • Strong statistical/forecast modeling skills

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