Sales Planning Analyst

Daikin/Goodman Manufacturing/Quietflex Manufacturing    Waller, TX
Job Description

Daikin is seeking a professional, skilled individual for our Sales Planning Analyst position. Reporting to the Sales Planning Manager, The 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 and external sales data and economic conditions by channel and region in order to accurately forecast sales. The incumbent develops and tracks key performance indictors 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. Sales Planning Analyst will develop standardized tools, methodologies and business processes to improve operational efficiency. If you meet the qualifications listed below, then we invite you to apply for our open position by visiting our website at

May Include:

  • Performs data analysis using various statistical techniques
  • Assists in the preparation and delivery of decision support reports to both internal and external customers
  • Acts as advisor to operations research team regarding projects, tasks, and operations
  • Interprets results using a variety of techniques
  • Designs, develops, implements and maintains business solutions
  • Works directly with clients and project and business leaders to identify analytical requirements
  • Gather and organize information on problems or procedures
  • Analyze data gathered and develop solutions or alternative methods of proceeding
  • Develop and implement records management program for filing, protection, and retrieval of records, and assure compliance with program
  • Review forms and reports and confer with management and users about format, distribution, and purpose, and to identify problems and improvements.
  • Document findings of study and prepare recommendations for implementation of new systems, procedures, or organizational changes
  • Design, evaluate, and recommend, changes of forms and reports
  • Generate standard or custom reports summarizing business, financial, or economic data for review by executives, managers, clients, and other stakeholders
  • Synthesize current business intelligence or trend data to support recommendations for action
  • Reports and collects market data submission, analyze competitive market strategies through analysis of related product, market, or share trends
  • Collect business intelligence data from available industry reports, public information, field reports, or purchased sources
  • Create business intelligence tools or systems, including design of related databases, spreadsheets, or outputs
  • Analyze information obtained from management to conceptualize and define operational problems.
  • Perform validation and testing of models to ensure adequacy and reformulate models as necessary.
  • Collaborate with senior managers and decision makers to identify and solve a variety of problems and to clarify management objectives
  • Document specifications for business intelligence or information technology (IT) reports, dashboards, or other outputs
  • Study and analyze information about alternative courses of action to determine which plan will offer the best outcomes
  • Prepare management reports defining and evaluating problems and recommending solutions
  • Interview personnel and conduct on-site observation to ascertain unit functions, work performed, and methods, equipment,
  • and personnel used
  • Identify and analyze industry or geographic trends with business strategy implications
  • Prepare manuals and train workers in use of new forms, reports, procedures or equipment, according to organizational policy.
  • Assist management in developing and reviewing the sales budget and rolling sales forecast including sales to budget variance analysis.
  • Provides insight for company’s CRM system including sales management processes (training and key issue resolution)
  • Analyze sales and performance records, interpret results of overall sales.
  • Analyze line of business operations (product lines, sales channels, etc.) to determine profitability and to establish a baseline for action and operational changes
  • Develop models and reporting structure that identify costs (by function, process, fixed, variable) per unit (store, order, script, other) and identify a baseline for action
  • Guide sales personnel (Key Accounts, Sales personnel, etc.) in entering accurate data for forecasting into the CRM tool, generate reports for forecasting, and collaborate forecasts into reports on a frequency determined by management as necessary
  • Coordinate the complete sales reporting and forecasting process for all sales channels
  • Communicate sales reporting and sales forecasting to Senior Management
  • Analyze results and set up reports containing respective conclusions, ideas, and general guidance
  • Adheres to Daikin’s Code of Business Conduct, core values, corporate policies, procedures and standards
  • Provide customized reporting and recommendations in support of ongoing business decisions or initiatives
  • Collect sales records & trends and evaluate performance measured against sales quotas
  • Perform additional duties as assigned


  • Strong Microsoft Excel and Powerpoint experience required
  • Bachelors or equivalent required. Masters degree preferred.
  • 1+ years experience leadership and customer relationship management experience in a sales environment
  • Travel to Canada will be required (20%). Must be able to travel to Canada
  • Must be a U.S. Citizen or Green Card Holder
  • Quantitative business analysis preferred
  • Forecasting and production planning preferred
  • Finance and cost accounting
  • Bachelor’s Degree (Statistics, Mathematics, Logistics, Finance, Accounting, etc.) or equivalent years’ experience in sales planning in a high paced environment

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.

Job Type: Full-time

Salary: $56,000.00 to $60,000.00 /year

Tue, 10 Dec 2019 20:54:05 GMT

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