Sales Operations Analyst: Forecasting & Billing Analytics

Wesco; United States; On-site; USD 60,000 - 90,000; Full time

Job summary

Wesco is seeking an Analyst - Sales Operations to provide analytical support to sales leaders across assigned business units. You will manage day-to-day financial and administrative activities related to customer billing, vendor expenses, purchase orders, sales jobs, and forecasting.

You will analyze large sales and performance datasets related to sourcing, catalog management, suppliers, inventory, and project management.

Qualifications

• Associates' Degree required; Bachelor's degree preferred.
• 2+ years of related experience required; 4+ years preferred.
• Knowledge of B2B Supply Chain (MRO, Electrical, Inventory, VMI, Pricing, etc.).
• Strong analytical abilities with exceptional attention to detail.
• Advanced proficiency in Microsoft Excel.
• Excellent verbal and written communication skills.
• Ability to visualize data to tell a story for informed decisions.
• Ability to adapt to changing priorities and meet deadlines.
• Ability to identify potential problems and propose solutions.
• Understanding of latest process and IT advancements to automate tools and processes preferred.
• Ability to travel 0% - 25%.

Responsibilities

• Compile and analyze data on historical sales and trends to forecast future trends.
• Track vendor expenses, billing requirements, purchase orders, and sales-related financial activity using Excel and internal systems.
• Create customer invoices using approved spreadsheets and supporting documentation, ensuring POs and billing details are complete and accurate.
• Review warehouse reports, stored-material records, vendor invoices, and expenses to allocate costs and billing to the appropriate sales jobs.
• Investigate and resolve billing discrepancies in collaboration with sales, warehouse, finance, vendors, customers, and other internal partners.
• Compile, analyze, publish, and maintain historical, current, and projected sales performance data to identify trends and support forecasting.
• Prepare and maintain sales forecasts, updating projections based on current activity, business requirements, and emerging trends.
• Gather reporting requirements and develop interactive, actionable performance and forecasting reports that translate complex datasets into meaningful business insights.
• Support the development of KPIs, analytical tools, and data-driven solutions aligned with business goals.
• Maintain accurate documentation for invoices, expenses, purchase orders, sales jobs, forecasts, and related reporting activities.
• Partner with stakeholders on ad hoc business analysis and identify opportunities to improve processes, reporting accuracy, and workflow efficiency.

Skills

Analytical abilities

Attention to detail

Communication skills

Education

Associates' degree

Bachelor's degree

Tools

Microsoft Excel

Job description

Wesco is seeking an Analyst - Sales Operations to provide analytical support to sales leaders across assigned business units. You will manage day-to-day financial and administrative activities related to customer billing, vendor expenses, purchase orders, sales jobs, and forecasting.

You will analyze large sales and performance datasets related to sourcing, catalog management, suppliers, inventory, and project management.