Sales & Inventory Analyst

Sales and Inventory Analyst
Position Summary :

The Sales and Inventory Analyst will play a key role in supporting sales operations through accurate forecasting, customer portal setup, sales and product analytics, and administrative support for the sales team. This individual will bring a strong understanding of the CPG retail landscape and contribute to improving operational efficiency, financial accuracy, and overall business performance.

• Collaborate with sales staff to gather, validate, and consolidate product forecasts.
• Analyze sales trends and inventory levels to support demand planning and replenishment.
• Monitor customer chargebacks and deductions; forecast and report on trends to help minimize impact.
• Create and maintain accurate sales and product performance reports using advanced Excel tools and other software.

• Set up and maintain customer portals, ensuring smooth access and integration for sales activities.
• Support the onboarding and setup of new customer accounts, ensuring all necessary data and compliance documentation is complete.

• Provide insights that drive profitability and cost efficiencies across sales channels.
• Work closely with operations and finance teams to reconcile forecasts with inventory and financial goals.
• Analyze the financial impact of sales strategies and promotional activities.

• Develop and distribute regular reporting on KPIs, sales performance, and product trends.
• Maintain clean and organized data across internal systems, ensuring accuracy for strategic decision-making.

• Assist sales staff with administrative tasks, including order tracking, documentation, meeting prep, and follow-ups.
• Serve as a liaison between sales, operations, finance, and logistics teams to ensure alignment and efficiency.

• Bachelor's degree in Business, Finance, Supply Chain, or related field preferred.
• 3–5 years of experience in sales operations, forecasting, or analytics in a CPG or retail environment.
• Strong analytical and financial skills with a deep understanding of inventory dynamics.
• Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUPs, data modeling); experience with ERP systems and BI tools a plus.
• Familiarity with customer portals and retail compliance systems.
• Excellent communication and organizational skills with a detail-oriented mindset.
• Ability to manage multiple tasks in a fast-paced, collaborative environment.
• Self-motivated with a strong sense of accountability and a focus on contributing to the bottom line.

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic under applicable law.