Strategic Sales Planning & Forecasting Lead

Ultipro; San Mateo (CA); On-site; USD 75,000 - 93,000; Full time

Benefits offered by this job

Benefits on day one for all full-time

Training programs

Growth opportunities

Global company

Job summary

Daikin Comfort Technologies Manufacturing, L.P. in San Mateo, CA is seeking a Senior Sales Planning Analyst to collect, analyze and report sales data to improve productivity and decision-making.

You will develop tools, methodologies and processes to enhance operational efficiency and support cross-functional teams across product classes and SKUs. The role requires 7+ years in quantitative analysis, forecasting, and finance/cost accounting, with strong Excel/Access and SQL skills.

Qualifications

• 7+ years of experience in: Quantitative business analysis, Forecasting & production planning, Finance & cost accounting
• Excellent written/verbal communication and presentation skills
• Ability to coordinate and manage simultaneous data analysis requests

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 data requests
• Maintain distribution warehouse inventory levels based on lead times within budget
• Collaborate with cross-functional teams to optimize efficiency and product flow to customer
• Manage phase-in and phase-out of new product introductions
• Analyze large amounts of sales and inventory data to inform production decisions at SKU level

Skills

Excel

Access

SQL

VBA

CRM

ERP

Forecasting

Data analysis

Regression analysis

Problem solving

Communication skills

Presentation skills

Negotiation with C-level

Relational databases

MapInfo

Finance-cost accounting

Teamwork

Attention to detail

Education

Bachelor's degree

Tools

Maplnfo

CRM

ERP

Job description

Daikin Comfort Technologies Manufacturing, L.P. in San Mateo, CA is seeking a Senior Sales Planning Analyst to collect, analyze and report sales data to improve productivity and decision-making.

You will develop tools, methodologies and processes to enhance operational efficiency and support cross-functional teams across product classes and SKUs. The role requires 7+ years in quantitative analysis, forecasting, and finance/cost accounting, with strong Excel/Access and SQL skills.