S&OP & Inventory Strategy Analyst

Medici Brands; New York (NY); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k) match

Commute benefits

Gym expenses

Office lunches

Paid time off

Job summary

David is seeking a Sales Planning Analyst to anchor its S&OP process, translating distribution plans, promotions, and demand signals into production and fulfillment requirements across Retail, Supply Chain, and Finance. You will own models, tools, and dashboards to forecast demand, monitor inventory, and guide allocation decisions.

In this role you will partner with SCT, Manufacturing, and Procurement to balance growth with supply constraints, support short-term demand prioritization, and build

Qualifications

• 1 to 3 years of experience in Investment Banking, Management Consulting, Supply Chain Planning, Demand Planning, Sales, or a related CPG or FMCG function.
• Strong analytical skills and advanced proficiency in Excel; experience with planning tools or BI platforms is a plus.
• Ability to build robust, flexible models that can handle complexity.
• Clear communicator who can translate supply chain complexity into actionable commercial recommendations.
• Highly organized, detail oriented, and comfortable managing multiple workstreams simultaneously.
• Experience working within an S&OP or S&OE process is highly desirable.
• Familiarity with retail inventory management, DC replenishment, or PO management is a plus.
• Excitement about helping build an early stage CPG brand.

Responsibilities

• Own the retail demand forecast models and key assumptions that drive the S&OP process, ensuring inputs reflect distribution plans, promotional events, and velocity trends.
• Build velocity assumptions at the SKU and retailer level, accounting for distribution timing, promotional lift, and new item ramp profiles.
• Assess the retail opportunity pipeline to determine which customer commitments and new launches should be incorporated into the demand plan, and begin sizing the corresponding production requirements accordingly.
• Maintain forecasts that quantify the supply impact of different demand outcomes, enabling the business to make decisions with clear trade off visibility.
• Build and maintain a real time inventory visibility model that tracks stock at every node of the supply chain.
• Monitor and model inventory positions by SKU and by customer to identify channels driving depletion ahead of plan.
• Develop a PO management framework that enables the Fulfillment team to make informed decisions when rationing available inventory across customers during constraint periods.
• Recommend how to prioritize and allocate incoming retailer POs to maximize on shelf availability across all channels.
• Partner with the Fulfillment team and Marketing to manage short term PO intake and service levels, aligning on how to address inventory constraints.
• Flag emerging inventory risks early and develop mitigation options before constraints become out of stock failures.
• Prepare and maintain the weekly S&OE meeting deck, synthesizing inventory positions, constraint forecasts, and demand priorities.
• Lead the identification and evaluation of short-term demand drivers, including new retailer launches and promotional features.
• Build and maintain a rolling calendar of planned promotions, features, and displays across all retail customers.
• Develop tools to stress test the promotional calendar and adjust timing or sequencing.
• Communicate inventory prioritization decisions clearly to Retail and Fulfillment teams.
• Serve as the primary analytical link between the Retail team and the Supply Chain Team, translating commercial plans into actionable supply requirements.
• Work with Manufacturing and Procurement to identify opportunities to increase production of constrained SKUs.
• Partner with the Commercialization team on new product launches.
• Translate distribution expansion plans into long range monthly production capacity requirements.
• Develop and maintain a 12-month capacity outlook that integrates onboarding and growth.
• Design, build, and maintain planning tools, dashboards, and trackers for the Sales Planning function.
• Identify process improvements as the business scales and build infrastructure to support them.
• Support the broader Retail team with ad hoc analytical requests related to supply planning, forecasting, and inventory management.

Skills

Advanced Excel

Analytical skills

Communication

Detail oriented

Multitasking

S&OP/SOE experience

Tools

Planning tools

BI platforms

Job description

David is seeking a Sales Planning Analyst to anchor its S&OP process, translating distribution plans, promotions, and demand signals into production and fulfillment requirements across Retail, Supply Chain, and Finance. You will own models, tools, and dashboards to forecast demand, monitor inventory, and guide allocation decisions.

In this role you will partner with SCT, Manufacturing, and Procurement to balance growth with supply constraints, support short-term demand prioritization, and build