The Sales Analyst will work with the sales team to provide timely and accurate sales reports to drive key sales decisions, profitable growth, and goal achievement. This person will be responsible for developing allocation amounts throughout market, evaluating existing strategies, and providing analysis using shipment, depletion, inventory, and third-party information.

Core Responsibilities

Develop and maintain sales reporting, forecasting, and trend analysis as appropriate for regular monthly reporting and status updates.
Develop, monitor, and publish various reports and dashboards to Wholesale leadership, including shipments, revenue, depletions, points-of-distribution (PODs), accounts and distributor inventory.
Partner with Sales to manage allocations across multiple departments, states, premise and SKUs; communicate allocations to FP&A/Production timely.
Support long-term planning processes by providing revenue inputs, including drivers and assumptions for various accounts and products.
Work with Senior Pricing Manager to understand pricing impacts to drive planning decisions.
Track actual results versus planned initiatives; analyze proposed adjustments and track changes.
Work with FP&A to understand mix assessment drivers; provide commentary to support monthly P&L reporting.
Maintain and improve DAOU and distributor inventory (IOH levels) by analyzing which products are selling / depleting and which are not.
Perform ad hoc analytical projects as assigned.

Must be at least 21 years old.
Bachelor’s degree in finance, Mathematics, Economics, or equivalent quantitative discipline.
2-5 years’ experience in a relevant position; experience in wine industry a plus
Strong Excel skills required.
Power BI and Nielsen/IRI experience required.
Well versed in planning/forecasting and reporting systems preferred.
Previous experience managing CRM strongly preferred.
Is capable of modeling allocation budgets and forecasts by month, SKU, and location. based on collaboration with budget owners and assessment of current trends.
Remote option available.

Success Factors & Preferred Skills

Ability to take large amounts of data and compile into easy to follow and understand deliverables.
Extensive experience in trend analysis and forecasting
Ability to manage time and prioritize tasks and effectively communicate at all levels in the organization.
Highly motivated, results oriented individual who excels in a dynamic environment.
Is intellectually curious and continuously challenges the status quo in search of a better way.
Has an entrepreneurial spirit, acts now, does it today.
Is competitive, wants to succeed, commitment to continuous improvement.
Demonstrated ability to develop, grow, and collaborate with internal and external business relationships.
Hands-on style, detail orientation and strong work ethic.
Has a passion for the work and wants to have fun.

Working Conditions

Regular working schedule to include weekdays
If remote, may require quarterly travel to San Luis Obispo/Paso Robles
Sitting for long periods of time (8 hours per day)
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Compensation range for this role is $95,000 - $105,000/yr.

401K with 4% matching by employer, Medical, Dental, Vision, Life.

The purpose of this summary is to describe the essential job functions and the level of work performed by individuals assigned to this position. This description is not an exhaustive list of all job duties performed by this position. Management reserves the right to modify, add or remove duties from particular jobs and assign other duties as necessary.

DAOU is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

DAOU Family Estates remote jobs

Personal Assistant to Private Executive

Senior Sales Analyst