Sr. Sales Planning Analyst

Daikin Comfort; San Mateo (CA); On-site; USD 74,630 - 93,315; Full time

Job summary

Daikin Comfort Technologies Manufacturing, L.P. seeks a Senior Sales Planning Analyst in San Mateo, CA. The role focuses on collecting, analyzing, and reporting sales data to forecast demand and improve decision-making.

You will build standard and custom reports, track KPIs, and support business planning initiatives. The ideal candidate has 7+ years in quantitative analysis, strong Excel/SQL skills, and experience with finance, forecasting, and inventory planning.

Qualifications

• Bachelor’s Degree in a quantitative field (Statistics, Mathematics, Finance, etc.).
• 7+ years in quantitative sales planning, forecasting, and production planning.
• Experience with SQL, ERP, and CRM systems for data analysis.

Responsibilities

• Create monthly sales forecasts by product class and SKU.
• Prepare inventory plans and analyze sales/margin data.
• Collaborate with cross-functional teams to optimize product flow and reporting.

Skills

Forecasting

Data analysis

Excel

Analytical thinking

Communication

Education

Bachelor’s Degree

APICS certification a plus

CPA a plus

Tools

SQL

Maplnfo

CRM

ERP

Job description

Daikin Comfort Technologies Manufacturing, L.P., is seeking a skilled and professional individual for our Senior Sales Planning Analyst position with our Sales Planning organization at our onsite location in San Mateo, California.

Why work with us?

• Benefits are effective on day one for all full-time direct hires
• Training programs are available to help guide team members and develop new skills
• Growth Opportunities - there is immense opportunities to grow your career
• You will be part of a Global Company - our family brands are backed by Daikin Industries, Ltd.—an organization that brings opportunity to over 60,000 employees worldwide

The Senior Sales Planning Analyst is responsible for the collection, analysis, and reporting of sales related data in an on-going effort to increase overall sales productivity. Collect relevant internal. external sales data and economic conditions by channel and region in order to accurately forecast sales. Develop and track key performance indicators considered instrumental in enhancing of business understanding and to improve decision-making. The Sales Planning Analyst will create both standardized & custom reports, conduct quantitative product & sales analysis; provide support other assistance as necessary assessing future needs and data integrity. Develop standardized tools, methodologies and business processes to improve operational efficiency.

Position Responsibilities

• Create aggregate monthly sales forecast by model for assigned product class
• Prepare monthly inventory plan by model for assigned product class
• Forecast sales demand by product class and SKU
• Prepare monthly inventory plan by SKU
• Prepare and compile sales/margin reports related to assigned product class or requested business unit data
• Maintain distribution warehouse inventory levels based on established lead times while managing within approved budget
• Maintain working relationships with cross-functional teams to optimize efficiency and ensure smooth product flow to the customer
• Manage phase-in and phase-out of new product introductions and transitions
• Analyze large amounts of sales and inventory data to make proficient production decisions at the SKU level
• Collect business intelligence data from available industry reports, public information, field reports, or purchased sources
• Communicate across all business disciplines both verbally and written
• Perform validation and testing of models to ensure adequacy and reformulate models as necessary
• Gather, compile and analyze data from various sources, including offsite sales personnel in the field
• Assist in annual planning and preparation of tools
• Create/maintain sales/margin reports that assist key sales management personnel throughout business unit
• Participate in additional projects to support ongoing business needs

Nature And Scope

• Works within knowledge
• May provide guidance

Knowledge And Skills

• Working knowledge of finance-cost accounting, forecasting and planning methodologies
• Ability to build and maintain complex computer applications and programs that perform analysis, organize data & create reports from various sources
• Knowledge of relational databases and the ability to create stored procedures
• Ability to perform complex analysis such as regression, forecasting, and probability modeling
• Ability to capture and document business and reporting requirements from multiple sources
• Ability to coordinate and manage simultaneous data analysis requests of varying size and scope
• Advanced Excel skills and strong in Access
• Must have strong analytical, quantitative and problem solving skills, high level of attention to detail
• Ability to anticipate and solve practical problems and resolve issues
• Excellent written/verbal communication and presentation skills
• Ability to apply good judgement, decision making skills and strong work ethics and integrity on the job
• Strong interpersonal skills with the ability to work independently and within a team environment
• Customer focus, sales, presentation and negotiation skills, comfortable in working with C-level executives
• In-depth knowledge of SQL, Excel, VBA, Maplnfo, CRM, ERP computer programming and relational databases

Experience

• 7+ years of experience in: Quantitative business analysis, Forecasting & production planning, Finance & cost accounting

Education

• Bachelor’s Degree (Statistics, Mathematics, Logistics, Finance, Accounting, etc.)
• APICS certification a plus, CPA a plus

People Management: No

Physical Requirements/ Working Environment

• Must be able to perform essential responsibilities with or without reasonable accommodations.

Reports To

• Manager – Financial Sales Planning

Salary Range: $74,630.00 to $93,315.00

Qualified Applicants must be legally authorized for employment in the United States. Qualified applicants will not require employer sponsored work authorization now or in the future for employment in the United States.

The Company provides equal employment opportunity to all employees and applicants regardless of a person’s race, color, religion (including religious dress or grooming practices), creed, national origin (including language use restrictions), citizenship, uniform service member or veteran status, ancestry, disability, physical or mental disability (including HIV/AIDS), medical condition (including cancer and genetic characteristics), genetic information, request for protected leave, marital status, sex, pregnancy, age (over 40), sexual orientation, gender, gender identity or expression, political affiliation, or any other characteristic protected by law. The Company will comply with all federal and state regulations and statutes pertaining to individuals with disabilities.