Senior Planner

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Full Time Irving, TX, US

8 days ago Requisition

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.

• 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

• 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

• 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 Lake houses)
  • 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
• 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

• 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

• 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, Net Suite, 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.

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