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Who We Are

We are an international group of consultants united in the goal of helping our customers revolutionize their approach to business challenges with the use of digital technologies. Combining automation and software development with “traditional” engineering, the companies we work with are able to obtain visibility into their own operations and control.

Who We’re Looking For

Though over 1,700 strong (and growing!), Radix operates like anything but a large company. When you join our company, you will help us as a Senior Planning Analyst:

The Senior Planner is responsible for establishing and maintaining disciplined project planning and controls for complex projects and programs, ensuring predictable execution through integrated schedules, baselines, and structured change control.

Sitting within the BU delivery organization, this role partners closely with Project/Program Managers and delivery leads to create high-quality plans, manage dependencies, track performance, and provide clear visibility into schedule risks and required decisions. The Senior Planner strengthens execution discipline by improving planning maturity, enabling reliable forecasting, and supporting governance cadences.

A critical part of this role is enabling disciplined resource planning and allocation, ensuring staffing assumptions, capacity constraints, and sequencing are visible early and managed through structured planning cadences.

The Senior Planner does not own client relationships, pricing approvals, or delivery outcomes. The role enables delivery success through rigorous planning, transparent reporting, and early risk identification.

Essential Job Responsibilities

• Build and maintain integrated project/program schedules, including work breakdown structure (WBS), dependencies, milestones, and critical path analysis.
• Establish and manage schedule baselines, ensuring changes are controlled, documented, and reflected accurately in planning artifacts and reporting.
• Support Project/Program Managers with planning inputs for delivery governance cadence, including progress tracking, variance analysis, and schedule risk mitigation plans.
• Identify schedule risks early (dependencies, resource constraints, vendor delays, scope changes) and recommend mitigation actions with clear impact assessments.
• Develop and maintain resource-loaded plans (where applicable), including role-based demand, staffing assumptions, and capacity constraints across workstreams.
• Partner with Project/Program Managers and BU delivery leadership to drive allocation readiness, ensuring the right skills are planned, secured, and sequenced to meet critical milestones.
• Identify and escalate resource risks early (skill gaps, over-allocation, availability conflicts), proposing mitigation options such as re-sequencing, scope phasing, or alternative resourcing approaches.
• Facilitate planning workshops with delivery teams to validate assumptions, sequencing, and readiness, ensuring plans are executable and aligned with delivery reality.
• Provide structured planning and controls reporting to BU leadership and client PMO stakeholders as applicable (milestone status, variance, critical path, decision logs).
• Support change control processes by assessing schedule impacts of scope changes and providing clear documentation for approval workflows.
• Drive planning discipline and consistency by applying standard templates, schedule quality checks, and planning best practices.
• Capture lessons learned and contribute to continuous improvement of planning standards, tools, and practices within the BU.

Required Qualifications

• 6–10 years of experience in project planning, scheduling, project controls, or PMO controls within complex delivery environments.
• Demonstrated ability to build and manage integrated schedules for multi-workstream projects or programs.
• Strong understanding of planning disciplines: WBS, dependency mapping, critical path, baseline management, and variance analysis.
• Experience supporting governance cadences and working with PMs to drive disciplined execution.
• Strong communication skills and ability to translate schedule data into clear insights and decisions.
• Experience operating in matrixed, multi-stakeholder environments (delivery, vendors, client PMO).
• Bachelor’s degree required or equivalent relevant experience.
• Experience in asset-intensive or regulated environments.
• Proficiency with scheduling tools (e.g., MS Project, Primavera P6, Smartsheet, or equivalent).
• Experience with integrated cost/schedule reporting and structured change control.
• Relevant certifications (PMP, PMI-SP, Primavera certifications) are a plus.

Success Measures

• Schedule quality and stability (clear baselines, controlled changes, accurate critical path)
• Early identification and mitigation of schedule risks and dependency issues
• Improved staffing predictability: fewer schedule disruptions caused by unplanned resource constraints, late allocations, or skill coverage gaps.
• Improved predictability and transparency in delivery governance
• Reduction of schedule-related surprises and rework
• Positive feedback from PMs, BU leadership, and client PMO counterparts on planning rigor
• Contribution to standardized planning templates and best practices.

Reporting Lines:

This position reports to the BU / Segment Delivery Leader (or designated PMO / Delivery Excellence lead).

Position Type, Work Environment & Travel

Position Type and Expected Hours of Work: Full-time

Work Environment: Hybrid / Remote depending on client needs

Physical Demands: Standard office and client-site requirements

Travel: As required for planning workshops, governance milestones, and critical project phases

Ocado is a UK based company admitted to trading on the London Stock Exchange (Ticker OCDO). It comprises one of the world's largest dedicated online grocery retailers, operating its own grocery and general merchandise retail businesses in the UK under * and other specialist shop banners, together with its Ocado Solutions division.

Ocado Solutions is responsible for corporate partnerships, providing the Ocado Smart Platform ("OSP") as a service to retailers around the world. OSP comprises access to Ocado's physical infrastructure solutions, running highly efficient warehouse operations for the single pick of products, together with the entire end-to-end proprietary software applications required to operate a world-class online grocery business. It is underpinned by Ocado's proven expertise and experience as a dedicated online grocer in the UK.

Our unique, proprietary and industry-leading technology is set to transform the shopping experience of consumers around the world. We have partnered with Kroger to help it redefine the grocery customer experience in the United States through the adoption of the centralized, automated model of online retailing provided by the Ocado Smart Platform.

Come join us as we build our North American team, bringing world-class innovation and technologies to one of the most exciting global markets for e-commerce!

Job Summary

We’re looking for a hands-on Planning Manager / Lead to oversee daily sales and delivery capacity planning for our US operations. In this role, you’ll make sure we have the right people, routes, and resources in place to meet customer demand efficiently and on time.

You’ll work closely with teams across Kroger and Ocado to balance service quality, cost, and capacity — while driving improvements that make our network smarter every day. If you’re a strong leader who thrives in fast-moving, data-driven environments and enjoys solving complex operational puzzles, this is the role for you.

Key Responsibilities

• Lead the daily delivery of sales and capacity plans to meet customer demand.
• Partner with supply chain, retail, and operations teams to align planning strategies.
• Optimize routes, capacity, and resources to boost efficiency and service levels.
• Develop and execute contingency plans for operational disruptions.
• Deliver logistics projects and continuous improvement initiatives.
• Collaborate with key stakeholders across the US and UK to ensure alignment.
• Build and support a high-performing, inclusive planning team.
• Maintain and promote strong health and safety standards.

Skills

• Strong analytical and planning skills, including demand forecasting and logistics optimization.
• Proficiency with Excel or similar planning tools.
• Excellent communication and stakeholder management skills.
• Comfortable leading through change and making data-driven decisions.
• Background in project management, data analysis, or continuous improvement.
• Experience working in a 24/7 logistics or operations environment.

Location

Our Planning Lead position is located in our Monroe, OH, Kroger Fulfillment Center

For a sense of who we are and what we deliver we invite you to explore online to learn more about Ocado Technology and Ocado Engineering, which directly support the Ocado Solutions division, and take the next step in what will be an amazing career with us.

Learn about our partnership with Kroger:

• Kroger Bets on Robots With Ocado Deal
• Meet Ocado, Kroger’s Newest Weapon in Its Grocery Delivery War with Amazon and Walmart
• Check out this video about our advanced robotics technology

Ocado is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, gender, religion, age, disability, veteran’s status, or any other classification as required by applicable law

ERP Manager (Microsoft Dynamics 365 Business Central)

Location: Torrance, CA (Hybrid work environment)

Employment Type: Full-time

Salary Range: $90,000 – $110,000 annually (commensurate with experience)

Work Authorization: Must be authorized to work in the U.S. without sponsorship.

Position Overview

We are seeking an experienced ERP Manager to lead ERP implementation initiatives while also supporting presales activities and business development efforts. This role combines project management, functional leadership, client-facing presales support, and strategic system planning. The ERP Manager will work closely with executive leadership, sales teams, offshore engineering teams, and clients to design ERP solutions that align with operational and financial objectives. This role also requires occasional travel to client sites to support implementation activities, user testing, and training.

Key Responsibilities

1. Project Leadership & Delivery

· Lead full-cycle ERP implementation projects from discovery to go-live and post-launch support

· Develop and manage project plans, budgets, and resource allocations

· Manage risks, scope, and client expectations

· Ensure on-time and on-budget project delivery

· Coordinate with offshore engineering teams to optimize task allocation and maintain development quality

2. Presales & Solution Consulting

· Participate in client discovery meetings and requirements workshops

· Provide solution design support during proposal development

· Prepare high-level solution architecture and implementation approaches

· Estimate project scope, timelines, and resource requirements

· Support RFP/RFI responses and client presentations

· Partner with Sales to help close ERP-related opportunities

3. Business & Functional Leadership

· Translate business requirements into functional ERP configurations

· Advise clients on best practices in Finance, Sales, Purchasing, and Inventory processes

· Identify opportunities for automation and operational efficiency

· Align ERP capabilities with financial reporting and management needs

4. Team & Executive review Management

· Supervise internal ERP consultants and coordinate with external vendors

· Work with global/HQ teams on cross-border ERP initiatives

· Collaborate with offshore engineers to ensure efficient delivery and consistent implementation quality

· Mentor junior consultants and build internal ERP capabilities

· Communicate effectively with executive leadership and department heads

5. Governance & Continuous Improvement

· Support user acceptance testing (UAT) and implementation readiness

· Provide client training and guidance to ensure successful system adoption

· Travel to client sites when needed to assist with testing, training, and implementation support

· Establish ERP governance and documentation standards

· Monitor system performance and recommend enhancements

· Drive adoption of Microsoft ecosystem tools (Power Platform, reporting tools, etc.)

Required Qualifications

· 5+ years of ERP implementation experience

· 2+ years of project leadership or PM experience

· Experience participating in presales or solution consulting activities

· Strong experience with Microsoft Dynamics 365 Business Central preferred

· Solid understanding of Finance, Accounting, Sales, Purchasing, and Inventory processes

· Experience preparing project estimates and implementation plans

· Experience collaborating with offshore or distributed engineering teams

· Willingness to travel to client sites for testing support and user training when needed

· Excellent client-facing communication skills

· Business-level Japanese proficiency (日常会話レベル以上)

· Must be authorized to work in the U.S. without sponsorship

· Must be available for hybrid work

Preferred Qualifications

· Experience in IT services or ERP consulting firms

· Experience supporting Japanese subsidiaries in the U.S.

· Familiarity with Microsoft Power Platform

· PMP certification or equivalent

· Experience in manufacturing or distribution environments

Number of Openings

Now Hiring: Event Planning Consultant – Tallahassee, FL (Onsite)

Kais Technology is looking for an experienced Event Planning Consultant to support the planning and execution of research symposiums and innovator pitch sessions.

Location: Tallahassee, FL 32399 (Onsite)

Employment Type: Contract

Key Responsibilities

• Plan and execute research symposiums and innovation pitch events

• Coordinate venues, vendors, speakers, and technical requirements

• Manage event registration platforms such as Eventbrite, Cvent, or similar tools

• Oversee marketing campaigns, attendee registration, and event logistics

• Provide on-site event management and vendor coordination

• Prepare post-event analysis reports including attendance metrics and feedback insights

Required Qualifications

• Bachelor’s degree in Event Management, Hospitality, Marketing, Communications, or a related field

• 3–5 years of experience planning conferences, symposiums, or research-focused events

• Experience coordinating speakers, multi-day events, and managing event budgets

• Experience with event management platforms and Microsoft Office tools

Preferred Certifications

• PMP (Project Management Professional)

• CMP (Certified Meeting Professional)

Job Title: Senior Facility Planning & Capital Asset Analyst

Pay: Competitive Market Rate

Job Type: long term consultant (W2 contract w/ benefits)

Location: Onsite - Long Beach, CA

The CSI Companies are seeking a Senior Facility Planning & Capital Asset Analyst to support long-term capital planning, facility space management, and infrastructure improvements for a large healthcare campus. This role will collaborate with hospital services, leadership teams, and planning groups to evaluate facility needs, analyze data, and develop strategic plans that guide capital improvements and operational efficiency over the next 10 years.

The ideal candidate will have strong data analysis, project planning, and reporting skills, along with experience supporting facility planning, capital asset management, or healthcare infrastructure projects.

Key Responsibilities

• Attend weekly Capital Asset Management (CAM) meetings and collaborate with hospital service working groups to support facility planning initiatives.
• Conduct research using internal databases and planning systems to analyze space utilization, patient projections, and facility capacity needs.
• Develop formal reports and analytical summaries assessing the current state of hospital space, infrastructure, and operational support.
• Translate facility and space requirements into multi-year project plans, outlining capital projects and improvements needed over a 10-year planning horizon.
• Review existing Master Facility Plans and identify areas requiring updates based on operational changes or infrastructure assessments.
• Provide timely responses to requests for information (RFIs), calls, and email inquiries related to facility planning and capital projects.
• Assist with space management surveys and site assessments to document the function, ownership, and use of spaces across the campus.
• Support the planning and coordination of space relocations and departmental moves associated with renovations, construction, or operational needs.
• Develop visualization materials, briefs, and presentations for leadership, stakeholders, and external audiences.
• Participate in planning sessions to scope future infrastructure projects and identify areas requiring specialized technical expertise.
• Ensure planning recommendations align with federal regulations, facility standards, and compliance requirements.
• Assist in developing architectural and engineering planning documentation for campus facilities, including utilities and infrastructure systems.
• Contribute to pre-SCIP design planning efforts, including project impact assessments, space gap analysis, and infrastructure evaluations.
• Support the development of movement mitigation strategies to minimize disruptions to medical center operations during construction or renovation projects.
• Assist with cost estimation and budget forecasting for planned capital projects based on pre-design investigations and planning results.
• Participate in Facility Master Planning coordination meetings, providing analysis and recommendations for future capital investments.
• Identify, evaluate, and recommend solutions for complex infrastructure and facility planning challenges affecting campus operations.
• Support planning for improvements including building renovations, interior upgrades, utility systems, water distribution, drainage systems, roads, and campus infrastructure.

Qualifications & Experience

• Bachelor’s degree required (Architecture, Engineering, Data Analytics, Healthcare Administration, Urban Planning, or related field preferred).
• 2+ years of experience in data analytics, facility planning, healthcare planning, or related analytical roles.
• 1+ year of project planning or project management experience supporting infrastructure or facility initiatives.
• Knowledge of data analysis tools and methodologies, including data mining, database management, statistical analysis, and reporting.
• Experience working with data tools such as SQL, R, SAS, or similar analytical platforms is preferred.
• Familiarity with healthcare facility operations and Patient-Centered Care culture is highly desirable.
• Experience supporting master planning or strategic planning efforts within healthcare or commercial environments.
• Proficiency with Microsoft Office Suite (Excel, PowerPoint, Word, Outlook) required.
• Exposure to AutoCAD, Revit, or Microsoft Project is a plus.

About CSI Companies

CSI Companies is a national workforce solutions firm that delivers strategic staffing and consulting services across technology, healthcare, financial services, and professional services industries. We partner with leading organizations, including global consulting firms, to connect top talent with impactful career opportunities.

Benefits Offered:

• Weekly pay
• Medical, dental, and vision coverage
• Voluntary Life and AD&D coverage
• Paid Training
• Opportunity for advancement upon performance and availability

EVP, Head of Operations, Planning, and Execution

Lion Forge Entertainment

A Growth-Stage Entertainment & IP Development and Production Company

Reports To: President & Chief Content Officer, CEO, and Board of Directors

Location: West Los Angeles, CA (or as applicable)

The Opportunity

Lion Forge Entertainment (LFE) is a scaling entertainment studio and IP platform company focused on building enduring franchises across film, television, animation, digital media, consumer products, and emerging formats.  LFE is a portfolio company of Polarity, an entertainment holding company, and Harbourview Equity Partners. As the Company enters its next phase of growth, it seeks an EVP, Head of Operations, to oversee operations and support amplified production and development, diversified revenue streams, and disciplined capital deployment.

Role Overview

The EVP will enhance and lead the Company’s enterprise infrastructure during a period of accelerated expansion. This includes implementing scalable systems, strengthening talent and organizational architecture, instilling financial discipline, and driving cross-functional alignment across development, production, distribution, licensing, and related business lines.  As LFE is a lean team, this role requires someone who can both negotiate sophisticated entertainment deals and manage day–to–day operational execution.

The ideal candidate is an industry forward-thinking leader who combines deep Hollywood operating experience with an entrepreneurial mindset. They are comfortable building and refining processes in real time, anticipate shifts in the media landscape, and proactively position the organization to compete in a rapidly evolving content ecosystem.  This executive brings both structural discipline and innovative thinking, enabling creative ambition to translate into durable enterprise value.

Core Responsibilities

Enterprise Building & Scale

·        Augment and implement the Company’s operating infrastructure to support multi-project and multi-platform growth.

·        Enhance internal reporting systems and KPIs to drive accountability and performance visibility.

·        Lead cross-functional integrations including new business lines, acquisitions, or partnerships if/when added.

Develop business plans to support new opportunities (Verticals, YouTube, etc.) including financial analysis, opportunity scoping, etc.

Financial Strategy & Capital Stewardship

·        Partner with Polarity CFO to oversee finance, including budgeting, forecasting, cash flow planning, and capital allocation. 

·        Implement disciplined greenlight processes and reporting frameworks.

·        Partner with leadership and the Board on financing structures, investor engagement, and long-range capital strategy.

Operational Partnership with Creative Leadership

·        Translate content strategy into operational execution plans.

·        Align production calendars, staffing models, and vendor relationships with content volume targets.

·        Balance entrepreneurial agility with risk management discipline.

·        Serve as execution partner to creative leadership.

Organizational Design & Talent Infrastructure

·        Collaborate with Polarity, company leadership and board to develop and scale high-performing teams across Company’s operational verticals.

·        Implement performance management systems appropriate for a creative yet growth-oriented culture.

·        Collaborate with company President to foster a mission-aligned culture that supports both creative excellence and operational rigor.

Cross-Functional & External Coordination

·        Partner closely with Legal on rights management, guild compliance, contracts, and risk mitigation.

·        Coordinate with development and production leadership to ensure schedule, budget, and delivery alignment.

·        Support licensing, distribution, and consumer products initiatives from an operational standpoint.

Board Engagement & Governance

·        Position will collaborate with Polarity, board, and designated investor leads to enable smooth oversight and governance.

·        Provide clear, data-driven reporting to the Board of Directors.

·        Present operating plans, financial results, and enterprise risks with transparency and discipline.

·        Support governance best practices suitable for a company scaling toward institutional capital or strategic liquidity events.

Qualifications

·        10 to 15 years of progressive leadership experience within the entertainment and media industry, including meaningful exposure to production environments in Hollywood.

·        Demonstrated experience in a scaling studio, IP-driven business, or multi-platform content company.

·        Proven ability to build operational systems and teams in high-growth environments.

·        Strong financial acumen, including production finance, portfolio management, and capital planning.

·        Strong knowledge of film and television deal structures

·        Experience working directly with boards, investors, or institutional partners.

·        Entrepreneurial mindset with comfort operating in ambiguity and rapid change.

·        JD or MBA preferred

Ideal Candidate

·        Strategic but highly execution-oriented

·        Comfortable managing both deals and internal operations. Isn’t afraid of the “high” and the “low” aspects of the position.

·        Strong relationships across agencies, studios, and production partners.

·        High credibility with both creative executives and financial stakeholders.

·        Highly organized and detail-oriented

Leadership Profile

The ideal candidate is a builder. They are equally comfortable in a production meeting, a boardroom, or a capital planning session. They bring discipline without bureaucracy, structure without stifling creativity, and urgency without sacrificing judgment.

They are motivated by the opportunity to help build a durable, IP-driven entertainment platform capable of generating long-term franchise value.

Compensation

·        Competitive salary and bonus

·        Potential equity awards as appropriate

Benefits package

If you’re tired of chasing leads, this is your seat.

Swiss American Financial Solutions is hiring a Financial Advisor in Glendale, AZ for one reason: demand is up, and we need another strong advisor in the room—running meetings, building plans, and helping families retire with clarity.

This is not a “go build a book from scratch” role. You’ll spend your week doing the part of the job that actually matters: meeting with people, earning trust, and delivering a written plan.

Compensation

Base Salary + Commissions (%) + Bonuses

What You Get Here

• A calendar built around qualified retirement-focused appointments (supported by Swiss American Financial Solutions’ marketing/outreach)
• A documented planning flow you can follow—so you’re not reinventing the wheel every meeting
• The ability to implement solutions across investments, annuities, and life insurance based on client needs
• A team that supports implementation so you can stay focused on advice, recommendations, and relationships

What You’ll Do

• Lead discovery and retirement planning conversations (typically ages 50–75)
• Turn client goals into a clear written plan with recommendations they understand and trust
• Present, close, and implement solutions aligned to the client’s best interest
• Build long-term relationships and become “their advisor,” not a one-time transaction
• Execute Swiss American Financial Solutions’ process consistently to deliver a first-class experience

Required Qualifications

• Active Life & Health Insurance License
• Series 65 or 66
• Proven consultative sales ability (you can guide a decision without being pushy)
• Strong communication and presence with retirement-aged clients
• Prior client-facing planning experience strongly preferred

Who This Role Is For

You’re coachable, professional, and you take pride in doing real planning. You want support, structure, and steady opportunity—so your income is driven by performance, not prospecting.

If you’re ready to spend your time advising—not hunting—apply to Swiss American Financial Solutions.

Swiss American Financial Solutions is an equal-opportunity employer.

Capital Planning Manager

Location: Livonia, Michigan

About the Role

We are seeking a strategic and results-driven Capital Planning Manager to lead high-profile facility and construction projects across our organization. This role offers the opportunity to shape our workspaces, drive operational efficiency, and lead a talented team from project inception to completion. You will collaborate with executives, operations, IT, and external partners to deliver projects on time, on budget, and at the highest quality standards.

This is a career-defining opportunity for a proven leader who thrives in fast-paced, complex environments and enjoys seeing projects come to life—from blueprint to occupancy.

Why You’ll Love This Role

• Lead and Inspire: Manage and mentor project coordinators and architectural staff, creating a collaborative, high-performing team.
• Drive Impact: Direct the planning, budgeting, and execution of capital projects that enhance workplace environments and operational efficiency.
• Be at the Center of Innovation: Partner with cross-functional teams including Operations, IT, and Purchasing to implement forward-thinking space planning and construction solutions.
• Shape Your Career: Opportunity to influence corporate strategy and build expertise across capital planning, architecture, and project management.

What We’re Looking For

• Bachelor’s degree in Architecture, Construction Management, or a related field
• 8+ years of progressive experience in capital planning, construction, or project management, including supervisory experience
• Expertise in interior building specifications, finishes, and system furniture
• Experience with AutoCAD and familiarity with PeopleSoft
• Proven track record of delivering complex projects on time and within budget
• Exceptional communication and collaboration skills to influence stakeholders at all levels

Core Responsibilities

• Lead the full lifecycle of capital projects—from scope definition to final delivery
• Develop and manage comprehensive budgets, schedules, and resource plans
• Prepare detailed project proposals, risk assessments, and executive reports
• Ensure seamless integration of IT infrastructure and operational systems during project rollouts
• Mentor and guide team members to achieve high performance and career growth
• Interpret architectural and engineering plans, space layouts, and regulatory standards to support efficient project execution

Skills & Attributes That Make You Stand Out

• Strategic thinker with strong organizational and analytical skills
• Excellent verbal and written communicator capable of engaging diverse teams
• High attention to detail and ability to manage multiple projects simultaneously
• Hands-on experience in space planning, cost estimating, and project execution
• Comfortable with Microsoft Office Suite, Project Management tools, and enterprise systems

The Director of Planning is a senior leader responsible for leading the enterprise merchandise planning function and managing a high-performing planning organization. Reporting to the SVP/GMM, this role serves as the strategic financial partner to the VP/DMM organization, translating product and vendor strategies into disciplined financial plans that drive profitable growth, inventory productivity, and margin expansion.

This leader owns the end-to-end planning process — from long-range strategy through in-season execution — and provides financial governance and recommendations to support executive decision-making, including Open-to-Buy oversight.

Key Responsibilities-

Enterprise Planning Strategy

• Lead development of long-range (1–3 year) and annual merchandise financial plans in partnership with the SVP/GMM and VP/DMM peers.
• Translate corporate growth objectives into actionable plans across Sales, Gross Margin, Inventory, and Turn
• Establish financial guardrails that balance top-line growth with margin and inventory productivity.

Open-to-Buy & Financial Governance

• Own and manage the enterprise Open-to-Buy (OTB) process, providing recommendations and risk assessments to the SVP/GMM for final approval.
• Monitor commitments, receipts, and inventory liability to ensure alignment with financial targets.
• Identify emerging risks and opportunities, proactively recommending adjustments to protect profitability and cash flow.

Forecasting & Risk Management

• Lead pre-season and in-season forecasting processes incorporating sales trends, promotional strategies, product launches, cost changes, and market conditions.
• Drive timely reforecasting and scenario planning to support executive decision-making.
• Provide financial validation during quarterly strategy reviews and brand sign-off meetings.

Inventory & Markdown Strategy

• Develop inventory investment strategies that optimize in-stock performance while protecting margin and turn.
• Oversee markdown and aging strategies to maximize sell-through and minimize margin erosion.
• Ensure inventory plans align with inbound capacity, promotional calendars, and channel strategies.

Cross-Functional Partnership

• Partners laterally with VP/DMM peers to align vendor, class, and assortment strategies with financial objectives.
• Collaborate with Allocation and Supply Chain to optimize product flow across stores and digital channels.
• Partners with Finance to align annual, monthly, and in-season financial plans, ensuring consistency between merchandise strategy, corporate forecasts, and financial reporting.
• Support new and remodeled store openings through disciplined assortment and inventory planning.

Leadership & Team Development

• Lead, coach, and develop a high-performing planning team, including hiring, performance management, and succession planning.
• Establish clear accountability standards and elevate analytical rigor across the planning organization.
• Build scalable processes, tools, and reporting that enhance visibility and decision quality.

Performance Management

• Monitor and drive key KPIs including Sales, GM%, Inventory Turns, GMROI, Markdown, and Working Capital efficiency.
• Lead continuous improvement initiatives that strengthen enterprise financial performance.

Education & Experience

Bachelor’s degree required.

8–10+ years of progressive merchandise planning experience, including direct people leadership.

Demonstrated ability to influence senior cross-functional leaders and translate financial insights into actionable business strategy in a multi-channel retail environment.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions-

▪ Sit for more than 6 hours per shift

▪ Use hands to finger, handle and feel

▪ Reach with hands and arms

▪ Talk and/or hear

▪ Stand for up to 2 hours at a time periodically

▪ Walk or move from one location to another

▪ Occasionally may need to climb, balance, stoop, kneel, or crouch

▪ Lift and/or move up to 10 pounds regularly and up to 25 pounds occasionally

▪ Punctuality and regular attendance consistent with the company’s policies are required for the position.

▪ Average work week is 40 hours, which can vary depending on business need.

▪ The work environment for this position is a moderately noisy office setting.

General Information:

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required of personnel so classified. DTLR, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

#LI-DNI

Financial Advisor

You’ve built the relationship skills. You know how to guide clients. Now you need a platform that gives you both stability and upside.

Premier Planning Professionals is hiring a Financial Advisor for a growth-oriented opportunity inside an independent, client-centered firm. If you want the security of a base salary, the upside of revenue-based compensation, and the ability to serve clients through a more holistic planning model, this is a role worth exploring.

Compensation: $70,000–$75,000 base salary + a percentage of revenue generated for the firm.

Premier Planning Professionals is built around personalized financial guidance, helping clients navigate retirement planning, wealth management, insurance, Medicare, and tax planning. This is not a narrow product role. It is an opportunity to work in a broader planning environment where you can have more meaningful conversations and create more value for the people you serve.

In this role, you will:

• Build and maintain strong client relationships
• Advise clients on retirement planning, wealth management, insurance, Medicare, and tax-aware strategies
• Develop new business and contribute to firm growth
• Deliver a high-touch, personalized planning experience
• Work alongside the team to support long-term client outcomes and firm expansion

Required Qualifications

• Experience in a Financial Advisor, Wealth Advisor, or similar client-facing role
• Active licensing appropriate to the role
• Strong communication and relationship-building skills
• Ability to develop business and generate revenue
• Confidence leading client meetings and presenting recommendations

Preferred Qualifications

• Experience working with retirement-focused clients
• Insurance and advisory background
• Existing network or ability to build relationships in the market
• Holistic planning mindset
• Ability to run workshops

If you’re looking for a Financial Advisor role where you can combine planning, relationship management, and production-based upside, let's have a conversation.