Senior Forecasting & Planning Analyst

Branch; United States; On-site; USD 85,000 - 95,000; Full time

Job summary

Branch is seeking a senior forecasting and planning professional to own Enterprise/B2B channel demand planning and cross-functional alignment. You will partner with Sales, Finance, and Product to translate pipeline signals into accurate forecasts and strategic plans.

In this salaried role, you’ll build and automate forecast workflows, design planning cadences, and apply AI and BigQuery tooling to speed analysis.

Qualifications

• 5–7 years of experience in demand planning, forecasting, or merchandising planning.
• Experience in B2B/non-DTC planning is a strong asset.
• Ability to think strategically and influence upstream planning beyond execution.

Responsibilities

• Own Enterprise/B2B channel forecasting and planning with Sales and Account Management.
• Lead higher-level forecasting methodology and assumptions across channels (DTC, Enterprise, Amazon, Wholesale).
• Build and maintain data pipelines and automate recurring forecasting workflows.
• Represent planning in cross-functional forecast reviews with Sales, Finance, and Product.
• Partner with Product Development on NPI forecasting and lifecycle management.
• Drive process improvements for forecasting models and planning cadences.
• Provide ad hoc analyses to support strategic decisions.

Skills

Forecasting

Demand planning

Cross-functional

SQL

BigQuery

Tools

Power BI

Tableau

Looker

BigQuery

Job description

About Branch

Branch is shaking up the $46B office products industry to create the best work experience for the 21st century: easy, affordable and adaptable so you can sit down (or stand) and get to work.

About Branch

Branch is shaking up the $46B office products industry to create the best work experience for the 21st century: easy, affordable and adaptable so you can sit down (or stand) and get to work. Most people spend eight hours a day at their workspace. Our mission is creating accessible and inspiring products to help people and teams feel their best at work, wherever that happens. We're based in NYC and Toronto, and backed by the investors behind Quip, Caraway, Eight Sleep and Peloton. Our culture combines strategic clarity with scrappy execution; we think and plan rigorously but ship fast and have fun doing it. We're looking for entrepreneurial teammates who do the same.

About The Role

We're growing our Forecasting & Planning team to support the business's increasingly complex channel mix — most notably our rapidly scaling Enterprise/B2B business. This role sits upstream of tactical execution, focused on strategic demand planning, cross-functional partnership, and channel-specific ownership. You'll partner closely with the Senior Manager and a Forecasting Analyst to build the planning function's next chapter. This role is salaried with a compensation range of $85,000-$95,000 based on the candidate's experience, skills, competencies, qualifications and market.

What You'll Own

• Enterprise/B2B channel planning: Serve as the primary forecasting and planning owner for the Enterprise channel, partnering directly with Sales and Account Management to translate pipeline and account-level signals into demand forecasts


• Strategic demand planning: Own the higher-level forecasting methodology and assumptions feeding the overall revenue forecast (DTC, Enterprise, Amazon, Wholesale), stepping back from day-to-day tactical placement to focus on scenario planning, risk-flagging, and forecast accuracy improvement


• Tooling & automation: Build and maintain BigQuery-based data pulls, automate recurring reporting/forecasting workflows, and apply AI tools to speed up analysis — reducing manual, spreadsheet-dependent processes over time


• S&OP-style cross-functional partnership: Represent planning in cross-functional forecast reviews with Sales, Finance, and Product; translate business context into planning assumptions and vice versa


• New product introduction (NPI) planning: Partner with Product Development on demand forecasting for new launches, building forecast logic for products with no historical sell-through


• Product lifecycle strategy: Own the strategic view of lifecycle management — discontinuation timing, overstock/understock risk, and recommendations tied to broader merchandising strategy (with room to grow into deeper merch collaboration as the team scales)


• Process & methodology improvement: Identify and implement improvements to forecasting models, planning cadences, and tools as the team's complexity grows


• Strategic analysis: Contribute ad hoc analysis supporting business-wide decisions (assortment, channel investment, inventory strategy)

What Success Looks Like

Shared Accountability With The Team On

• MAPE: ≤10% across all channels (with specific ownership of Enterprise channel accuracy)


• In-Stock Rate: 95% combined / 98% on Enterprise All-Star SKUs / 98% on Top 5 SKUs


• DIO: contributing to inventory efficiency through better upstream forecast quality


• Average Parcel Zone: supporting network/inventory placement decisions that improve transit speed and cost

What You Bring

• 5–7 years of experience in demand planning, merchandising planning, or forecasting, ideally with prior experience in a formal planner-type role


• Experience with B2B/non-DTC planning is a strong asset (account-based, pipeline-driven, or lumpy-demand forecasting)


• Comfort operating strategically and upstream — someone who can build a point of view on \"what should the forecast assume\" rather than just executing against a set plan


• Strong cross-functional communication skills; comfortable presenting forecasts and recommendations to non-planning stakeholders


• Bonus: experience with NPI forecasting or product lifecycle management

Technical Skills (high priority)

This role requires someone who can build and own tools, not just operate within them:

• BI tools: Advanced proficiency in Power BI, Tableau, or Looker — building dashboards and reports from scratch, not just consuming them


• SQL / BigQuery: Comfortable writing and optimizing queries to pull and model data directly from the warehouse, reducing dependency on other teams for data access


• Automation: Track record of automating manual, repetitive planning processes (e.g., scripting recurring reports, automating data refreshes, building repeatable forecast pipelines) rather than rebuilding spreadsheets each cycle


• AI/LLM tools: Hands-on experience applying AI tools (e.g., Claude, ChatGPT, Copilot, or similar) to accelerate analysis, generate code/scripts, summarize data, or build forecasting logic


• Advanced Excel: Experience with complex modeling, but not the primary tool for scaled work


• Python or similar scripting experience is a strong asset, particularly for automation or forecast modeling