Sales Analyst
Full-time
Hybrid > Saint Helena, CA
Job Description:
Position Summary:
The Sales Analyst is responsible for collecting, reviewing, and analyzing sales data to identify trends, evaluate business performance, and develop accurate forecasts. This position works cross-functionally with departments such as Sales, Marketing, Finance, Operations, and Production to support planning and informed decision-making.
* Develop and maintain reporting systems and processes focused on sales, revenue, profitability, and key performance indicators.
* Analyze sales and margin performance across products, customers, regions, distribution channels, and other relevant business segments.
* Prepare forecasts and financial models related to sales volume, revenue, expenses, inventory, and margins.
* Partner with inventory and operations teams to support demand planning, inventory management, purchasing decisions, and cash-flow objectives.
* Monitor established sales goals and provide regular performance updates to key stakeholders.
* Maintain accurate pricing, product, customer, and distribution data within applicable business systems.
* Create recurring sales reports, dashboards, presentations, accrual estimates, and other analytical materials.
* Research and resolve data discrepancies to support accurate and consistent reporting.
* Serve as a liaison between Sales and other departments regarding reporting requirements, data availability, and business intelligence needs.
* Identify opportunities to improve reporting processes, data quality, and operational efficiency.
* Provide analytical support to leadership, sales teams, marketing, and other internal stakeholders.
* Perform other related duties as assigned. Qualifications:
* Bachelor’s degree in business, finance, accounting, economics, data analytics, or a related field preferred.
* Previous experience in sales analysis, financial analysis, business intelligence, or a related role preferred.
* Proficiency in word-processing, spreadsheet, presentation, and reporting software.
* Ability to analyze quantitative information, identify trends, and recognize or correct data inaccuracies.
* Strong organizational skills and attention to detail.
* Effective written and verbal communication skills.
* Ability to prepare reports, correspondence, and presentations for a variety of audiences.
* Ability to manage multiple priorities and adapt to changing business needs.
* Strong problem-solving skills and the ability to work independently with moderate supervision.
* Ability to collaborate effectively across departments and organizational levels.
* Valid driver’s license and insurable driving record when travel is required for the position.
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